Integrate Prospect.io with Microsoft Planner
Send information between Prospect.io and Microsoft Planner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Prospect.io and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New prospect
Triggers when a new prospect is added
New prospect reply
Triggers when a prospect replies to your email
Prospect converted
Triggers when a prospect is marked as converted
New group plan task
Triggers when a new task is created in group plan
New task
Triggers when a new task is created
New bucket
Triggers when a new plan bucket is created
Task completed
Triggers when an existing task is completed
New plan
Triggers when a new plan is created
All Actions - Actions are the automated tasks
Convert prospect
Converts the selected prospect
Qualify prospect
Qualifies the selected prospect
Create prospect
Creates a new prospect
Archive prospect
Archives the selected prospect
Create prospect in campaign
Creates a new prospect and adds it to the selected campaign
Fetch prospect
Fetches the details of an existing prospect by email address
Unarchive prospect
Unarchives the selected prospect
Create bucket
Creates a new bucket in the plan
Fetch group
Fetches the details of an existing group by display name or group ID
Create task
Creates a new task in the specified plan bucket
Add user to group
Adds a user to an existing group
Fetch user
Fetches the details of an existing user
Fetch bucket
Fetches the details of an existing bucket
What is Prospect.io?
Prospect.io is a sales automation platform. It lets you verify email addresses, send drip campaigns and track conversions.
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.
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