Integrate Teamleader with Hub Planner
Send information between Teamleader and Hub Planner automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Hub Planner when a new project is established in Teamleader
Enable seamless tracking and reporting by auto-creating projects in your project management software from project management software. This flow will set up a new project in Hub Planner each time a new project is initiated in Teamleader.
How it works
- The flow triggers when a new project is created in Teamleader.
- Zoho Flow creates a new project in Hub Planner.
Initiate a new project in Hub Planner when a new project is established in Teamleader
Teamleader + Hub Planner
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Supported triggers and actions
Integrate Teamleader and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time tracking updated
Triggers when the details of an existing time tracking are updated
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
Deal created
Triggers when a new deal is created
Invoice paid
Triggers when an invoice is paid
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Product created
Triggers when a new product is created
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
New or updated project
Triggers when a project is created or updated
New booking
Triggers when a new booking is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create company
Creates a new company
Create deal
Creates a new deal
Create task
Creates a new task
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
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 Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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.
Similar apps
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Logic
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Custom functions
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Learn more >We started using both from the beginning, but since swapping [to Zoho], 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.
Owain ap Rees
Director of Sales, CASIOPE
Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)
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 input.
Louis Castellano
CEO and Owner, Ultravision
