Integrate Lime Go with Hub Planner

Send information between Lime Go and Hub Planner automatically, without writing any code, using Zoho Flow.

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Generate a new project in Hub Planner for every deal successfully closed in Lime Go

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Hub Planner for every accomplished deal in Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new project in Hub Planner.
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Generate a new project in Hub Planner for every deal successfully closed in Lime Go

Lime Go + Hub Planner

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Supported triggers and actions

Integrate Lime Go and Hub Planner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

Deal won

Triggers when the status of a deal is updated to 'won'

Positive call registered

Triggers when a positive call is registered in a calling list

Negative call registered

Triggers when a negative call is registered in a calling list

Deal status updated

Triggers when the status of a deal is updated

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Deal lost

Triggers when the status of a deal is updated to 'lost'

Customer added

Triggers when the relation for a company is set to 'Is a customer'

New booking

Triggers when a new booking is created

New or updated project

Triggers when a project is created or updated

New or updated resource

Triggers when a resource is created or updated

New or updated time entry

Triggers when a time entry is created or updated

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create time entry

Creates a new time entry in the selected project

Create resource

Creates a new resource

Create project

Creates a new project

Fetch project

Fetches a project by its unique ID

Fetch time entry

Fetches a time entry by its unique ID

Fetch resource

Fetches a resource by its unique ID

What is Lime Go?

Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.

CRM

What is Hub Planner?

Hub Planner is resource scheduling and management software for teams. You can plan projects, track timesheets, and view analytics for different teams and projects.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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