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Integrate Insightly with Hub Planner
Send information between Insightly and Hub Planner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new project in Hub Planner each time a new project is initiated in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management software from relationship management software. This flow will initiate a new project in Hub Planner when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Hub Planner.
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Set up a new project in Hub Planner each time a new project is initiated in Insightly
Insightly + Hub Planner
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Build your own integrations between Insightly and Hub Planner
Connect Insightly and Hub Planner with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New or updated resource
Triggers when a resource is created or updated
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New booking
Triggers when a new booking is created
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New or updated project
Triggers when a project is created or updated
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New or updated time entry
Triggers when a time entry is created or updated
All Actions - Actions are the automated tasks
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Create Organization
Creates a new organization
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Create Contact
Creates a new contact
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Create Project
Creates a new project
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Create Task
Creates a new task
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Create Lead
Creates a new lead
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Create Opportunity
Creates a new opportunity
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Create resource
Creates a new resource
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Create time entry
Creates a new time entry in the selected project
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Create project
Creates a new project
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Fetch project
Fetches a project by its unique ID
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Fetch time entry
Fetches a time entry by its unique ID
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Fetch resource
Fetches a resource by its unique ID
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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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