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
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.
Start a new project in Hub Planner whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Hub Planner
Build your own integrations between Wealthbox CRM and Hub Planner
Connect Wealthbox CRM and Hub Planner with over 800+ 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
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New workflow
Triggers when a new workflow is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
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 event
Creates a new event
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create note
Creates a new note
Create task
Creates a new task
Fetch contact
Fetches a contact by email
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 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.
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.
Learn more >
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
