Integrate HubSpot CRM with Hub Planner
Send information between HubSpot CRM and Hub Planner automatically, without writing any code, using Zoho Flow.
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Create a project within Hub Planner for every accomplished deal in HubSpot CRM
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Hub Planner for every deal successfully closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Hub Planner.
Create a project within Hub Planner for every accomplished deal in HubSpot CRM
HubSpot CRM + Hub Planner
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Supported triggers and actions
Integrate HubSpot CRM and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Deal created or updated
Triggers when a deal is created or updated
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Meeting created
Triggers when a new meeting is created
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Email created
Triggers when a new email is created
New or updated resource
Triggers when a resource is created or updated
New booking
Triggers when a new booking is created
New or updated project
Triggers when a project 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 task
Creates a new task
Create company
Creates a new company
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create contact
Creates a new contact
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Update company
Updates the details of an existing company
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch company - By name
Fetches the details of an existing company by name
Create resource
Creates a new resource
Create time entry
Creates a new time entry in the selected project
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 HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
Similar apps
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.
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Learn more >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
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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