Integrate SalesRabbit with Microsoft Planner
Send information between SalesRabbit and Microsoft Planner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SalesRabbit and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Lead status updated
Triggers when an existing lead's status is updated
Lead created or updated
Triggers when a lead is created or updated
New task
Triggers when a new task is created
New bucket
Triggers when a new plan bucket is created
New plan
Triggers when a new plan is created
Task completed
Triggers when an existing task is completed
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead
Add user to group
Adds a user to an existing group
Create bucket
Creates a new bucket in the plan
Create task
Creates a new task in the specified plan bucket
Fetch groups
Fetches the details of an existing group by display name or group ID
Fetch user
Fetches the details of an existing user
Fetch bucket
Fetches the details of an existing bucket
What is SalesRabbit?
SalesRabbit is a sales enablement service and CRM platform. You can organize sales territories, monitor team behaviour, and improve your pitch with digital tools.
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.
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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CEO, Lakeside CNC Group
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