Integrate Teamwork CRM with Hub Planner

Send information between Teamwork CRM and Hub Planner automatically, without writing any code, using Zoho Flow.

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Create a new project in Hub Planner for every deal won in your Teamwork CRM

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Hub Planner for every deal won in your Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new project in Hub Planner.
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Create a new project in Hub Planner for every deal won in your Teamwork CRM

Teamwork CRM + Hub Planner

Build your own integrations between Teamwork CRM and Hub Planner

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Supported triggers and actions

Integrate Teamwork CRM and Hub Planner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact updated

Triggers when a contact is updated

Note created

Triggers when a new note is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Deal updated

Triggers when a deal is updated

Company updated

Triggers when a company is 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 contact

Creates a new contact

Create lost reason

Creates a new lost reason

Create note

Creates a new note

Create deal

Creates a new deal

Create company

Creates a new company

Create product

Creates a new product

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 Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

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

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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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