Hubflo

Easily organize, access, and reuse your essential files, links, templates, embeds, and notes.

Using Hubflo’s Content Library

Exporting Your Data from Hubflo

Streamline contracts, emails, workspaces, and notes using Hubflo templates.

Create and Manage Hubflo Templates

Use custom fields to collect, store, and display the exact data that matters across Contacts, Companies, Projects, and Tasks.

Create and Manage Custom Fields

Whether you're juggling contacts, projects, tasks, or time tracking, tags let you sort and filter your data.

Create and Manage Tags

Create and Manage Catalogs

Learn how to create, access, and manage bookmarks in Hubflo.

Bookmark Your Favorite Pages

Hubflo’s Report gives you a real-time overview of your business—finance, sales, projects, time tracking, and billing—in one place.

Use Reports in Hubflo to Track Sales, Projects, and Finance Performance

Hubflo Team

Elorri

Connect your tools and control your data.

Integrations & Data Management

From accounting and payments to project management and CRM, you can connect Hubflo to the tools you already use.

Getting Started with Hubflo Integrations

Learn how to integrate Google Tag Manager with your Hubflo client portal to add custom scripts, analytics, and chat tools.

Use Google Tag Manager with Your Hubflo Client Portal

Once connected, clients can pay invoices, save their payment methods, and set up auto-pay

Connect Your Stripe Account to Hubflo

Connect Quickbooks to Hubflo to streamline contact syncing and automate invoicing.

Quickbooks Integration

Automatically add new contacts to your Mailchimp audience from Hubflo Contacts.

Mailchimp Integration

Hubflo’s API lets you build custom integrations with your existing tools and automate workflows tailored to your business.

Hubflo API

Connect Hubflo with your favorite tools to streamline workflows and sync data.

🔌 Integrations

Import Contacts into Hubflo

Import Companies into Hubflo

Import Workspaces into Hubflo

Import Projects into Hubflo

Import Tasks into Hubflo

Import Notes into Hubflo

Import Invoices into Hubflo

Import Your Catalog into Hubflo

Importing a Folder into a Hubflo Workspace

This collection walks you through importing your existing data—like companies, projects, tasks, notes, invoices, catalog items, and workspaces—into your account.

📥 Importing Your Data into Hubflo

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.