Integrate Streak with Hub Planner

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

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Supported triggers and actions

Integrate Streak and Hub Planner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when the details of a contact is updated in the selected team

Task created

Triggers when a new task is created in the selected pipeline

Box pipeline changed

Triggers when a box is moved between pipelines

Contact added

Triggers when a new contact is created in the selected team

Box created

Triggers when a new box is created in the selected pipeline

Box stage changed

Triggers when the stage of a box in the selected pipeline changes

Pipeline created

Triggers when a new pipeline is created

Organization created

Triggers when a new organization is created

Box updated

Triggers when the properties of a box is updated in the selected pipeline

Stage added

Triggers when a new stage is added to the selected pipeline

New or updated time entry

Triggers when a time entry is created or updated

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 booking

Triggers when a new booking is created

All Actions - Actions are the automated tasks

Create new box

Creates a new box

Create contact

Creates a new contact

Create organization

Creates a new organization

Add contact to box

Adds a contact to the specified box

Create task

Creates a new task in the selected box

Create comment

Creates a new comment

Update organization

Updates the details of an existing organization

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Update box

Updates the properties of the specified box

Fetch organization

Fetches the details of an existing organization by key or name

Fetch box

Fetches the details of the specified box

Fetch task

Fetches the details of an existing task

Fetch contact

Fetches the details of an existing contact by key or email

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 Streak?

Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.

Contact Management 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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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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