![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
Integrate Wealthbox CRM with Hub Planner
Send information between Wealthbox CRM and Hub Planner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
Start a new project in Hub Planner whenever a new project is launched in Wealthbox CRM
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will generate a new project in Hub Planner whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Hub Planner.
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
Start a new project in Hub Planner whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Hub Planner
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Hub Planner
Connect Wealthbox CRM and Hub Planner 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 Wealthbox CRM and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
New or updated resource
Triggers when a resource is created or updated
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
New booking
Triggers when a new booking is created
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
New or updated project
Triggers when a project is created or updated
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
New or updated time entry
Triggers when a time entry is created or updated
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
Create resource
Creates a new resource
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
Create time entry
Creates a new time entry in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
Fetch project
Fetches a project by its unique ID
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
Fetch time entry
Fetches a time entry by its unique ID
![](https://flow-au-public.nimbuspop.com/flow-apps/hub_planner.png)
Fetch resource
Fetches a resource by its unique ID
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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