What is Hubhus? - START HERE
Hubhus is a platform for managing leads, customer journeys, bookings, files, and automations. It is designed to keep processes structured, ensure clear workflows, and maintain consistent communication with customers.
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Hubhus is a platform for managing leads, customer journeys, bookings, files, and automations. It is designed to keep processes structured, ensure clear workflows, and maintain consistent communication with customers.
All activity in Hubhus is organized into campaigns, which define their own fields, pages, booking forms, and automations.
Campaigns
Table of Contents
A campaign is a workspace that groups together everything related to a specific business process—such as quotations, service visits, support cases, or onboarding.
Inside each campaign you define:
Fields (data inputs such as name, phone, price, notes)
Select fields (predefined choices for statuses or categories)
Statuses (steps in your workflow)
Booking forms and pages
Automations (emails, SMS, routing rules)
Files and documentation
Real-time action listeners
Campaigns ensure each process has its own structure and flow.
Fields
Fields store information about each lead. They can be:
text
numbers
dates
select values
structured JSON (data fields)
Fields are used in:
forms and booking flows
emails and SMS
pages
automations
conditional visibility
They define the data model of the campaign.
Select fields
Select fields offer predefined options—such as customer type, urgency, or region.
They enable consistent categorization and are used in:
reports
automations
conditional logic
Use:
@select[field]to display the label@select[field,slug]for comparisons in logic
Statuses
Statuses represent where a lead is in the workflow.
Examples: New, Contacted, Quote Sent, Closed.
Statuses are used in:
pipelines
automation triggers
reporting
routing and visibility
They ensure each lead moves through the process in a controlled way.
Booking forms
Booking forms allow customers to book directly from your website.
A form determines:
required resources
duration
address rules
travel time constraints
business hours
availability logic
Booking forms can be:
hosted standalone pages
embedded widgets
multi-step flows
All bookings respect the resource calendar logic.
Webpages
Hubhus pages allow you to present dynamic content such as:
quotes
documentation
file upload flows
customer dashboards
Pages support placeholders, logic, branding, and integration with automations.
Automations
Automations run based on events such as:
status changes
field updates
bookings
delays
customer actions
They can:
send emails or SMS
update fields
change status
trigger webhooks
run chained workflows
Automations reduce manual work and ensure consistency.
Action listeners
Action listeners react instantly to data changes, such as:
new files
updated fields
created bookings
completed submissions
Ideal for quick notifications and integrations.
Files
You can upload files directly to a lead—either internally or through customer-facing forms.
Files can be used in:
documentation
internal views
emails
pages
workflows
All files are stored securely within the lead.
Placeholders and dynamic content
Placeholders automatically insert lead data into emails, SMS, or HTML pages.
Examples:
%lead_name%%assigned_person_name%%brand_name%%event_start_date%{{api_name}}(custom fields)
How to find placeholders
Press:
CTRL + K (Windows)
CMD + K (Mac)
This opens the placeholder search modal, where you can find:
lead fields
select fields
event placeholders
booking form references
HTML components
pages (
@page[…])
You can search using everyday words such as “lead name”, “address”, “event date”, “signature”, or “brand contact”.
Conditional logic (@if)
Conditional statements allow you to show different content depending on lead data.
Example:
You can also compare select slugs:
Logic can be used in:
emails
SMS
pages
HTML components
HTML components
HTML components allow you to create dynamic, styled content without writing code.
Typical uses include:
internal summaries
customer confirmations
document previews
signature blocks
reusable content snippets
Components work with placeholders and conditional logic, and can be included across emails, pages, and templates.
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