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
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new project in Hub Planner.
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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

Task created

Triggers when a new task is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

Contact updated

Triggers when the details of an existing contact are updated

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

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 company

Creates a new company

Create deal

Creates a new deal

Create engagement

Creates a new engagement

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create task

Creates a new task

Update contact - By VID

Updates the details of a contact associated with the specified VID

Associate CRM entities

Associates two existing CRM entities

Update contact - By email

Updates the details of the contact associated with the specified email

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Update company

Updates the details of an existing company

Fetch contact

Fetches the details of an existing contact by VID or Email

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

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch deal

Fetches the details of an existing deal 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 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.

CRM Popular

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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