Integrate SalesRabbit with Microsoft Planner
Send information between SalesRabbit and Microsoft Planner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SalesRabbit and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Lead status updated
Triggers when an existing lead's status is updated
Lead created or updated
Triggers when a lead is created or updated
New group plan task
Triggers when a new task is created in group plan
New bucket
Triggers when a new plan bucket is created
New task
Triggers when a new task is created
New plan
Triggers when a new plan is created
Task completed
Triggers when an existing task is completed
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead
Fetch group
Fetches the details of an existing group by display name or group ID
Create bucket
Creates a new bucket in the plan
Add user to group
Adds a user to an existing group
Create task
Creates a new task in the specified plan bucket
Fetch user
Fetches the details of an existing user
Fetch bucket
Fetches the details of an existing bucket
What is SalesRabbit?
SalesRabbit is a sales enablement service and CRM platform. You can organize sales territories, monitor team behaviour, and improve your pitch with digital tools.
Similar apps
What is Microsoft Planner?
Microsoft Planner is a planning application that helps you create plans, manage tasks, analyse the performance of your team and more.
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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