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Connect Hubflo integrations

Modernize your professional service firm's client portals and onboarding flows by connecting Hubflo to Make. Connecting your workspace to our workflow automation tool lets you instantly create workspace folders, dispatch custom client forms, and invite external contacts. Get started for free today to systematically run your client management pipelines.

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Build your Hubflo integrations.

Supercharge your business by linking Hubflo to your essential software. Create custom automation with Make to sync data and optimize workflows. Start your free Make trial today to integrate Hubflo.

Hubflo
Add embed to workspace

Adds an embed to a workspace in Hubflo.

Action
Hubflo
Add link to workspace

Adds a link to a workspace in Hubflo.

Action
Hubflo
Add project task section

Adds a new task section to a project in Hubflo.

Action
Hubflo
Create company

Creates a new company in Hubflo.

Action
Hubflo
Create contact

Creates a new contact in Hubflo.

Action
Hubflo
Create note

Creates a new note in Hubflo.

Action
Hubflo
Create project

Creates a new project in Hubflo.

Action
Hubflo
Create task

Creates a new task in Hubflo.

Action
Hubflo
Create workspace

Creates a new workspace in Hubflo.

Action

Connect any app with Hubflo

Popular Hubflo workflows.

Connect Hubflo with Make to automate your daily tasks. Sync data across your favorite tools and simplify your client workflows.

Streamline your business workflows by integrating Hubflo with Make

Integrating Hubflo with Make allows you to automate client onboarding, sync invoices with accounting tools, and organize files instantly. Keep your team aligned and save hours of manual work.

Hands-free client onboarding

Trigger automated onboarding workflows in Hubflo the moment a new lead is marked as won in your CRM.

Seamless billing and accounting sync

Automatically sync Hubflo invoices with your accounting software to keep your financial records updated without manual data entry.

Connected task management

Keep your team aligned by instantly syncing Hubflo client tasks with external project management tools.

Automatic file backup

Instantly save and organize client files uploaded to Hubflo directly into your preferred cloud storage system.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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