Integrate HubSpot CRM with LiquidPlanner
Send information between HubSpot CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in LiquidPlanner for every deal successfully closed in HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in LiquidPlanner 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 LiquidPlanner.
Generate a new project in LiquidPlanner for every deal successfully closed in HubSpot CRM
HubSpot CRM + LiquidPlanner
Set up tasks in LiquidPlanner when new tasks are initiated in HubSpot CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in LiquidPlanner when a new task is created in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in HubSpot CRM
HubSpot CRM + LiquidPlanner
Build your own integrations between HubSpot CRM and LiquidPlanner
Connect HubSpot CRM and LiquidPlanner with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Deal created or updated
Triggers when a deal is created or updated
Email created
Triggers when a new email is created
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Meeting created
Triggers when a new meeting is created
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create task
Creates a new task
Update company
Updates the details of an existing company
Update contact - By VID
Updates the details of a contact associated with the specified VID
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of an existing contact associated with the specified email
Fetch company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create project
Creates a new project
Create event
Creates a full day event
Create task
Creates a new task
Create package
Creates a new package
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
