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Integrate HubSpot CRM with Hub Planner
Send information between HubSpot CRM and Hub Planner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a project within Hub Planner for every accomplished deal in HubSpot CRM
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Hub Planner for every deal successfully closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Hub Planner.
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Create a project within Hub Planner for every accomplished deal in HubSpot CRM
HubSpot CRM + Hub Planner
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Build your own integrations between HubSpot CRM and Hub Planner
Connect HubSpot 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 HubSpot CRM and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Engagement created
Triggers when a new engagement is created
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Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
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Company updated
Triggers when the details of an existing company are updated
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Task created
Triggers when a new task is created
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Company created
Triggers when a new company is created
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Deal created
Triggers when a new deal is created
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Contact updated
Triggers when the details of an existing contact are updated
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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New or updated time entry
Triggers when a time entry 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 resource
Triggers when a resource is created or updated
All Actions - Actions are the automated tasks
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Create ticket
Creates a new ticket
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Create engagement
Creates a new engagement
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Create task
Creates a new task
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create deal
Creates a new deal
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Update contact - By email
Updates the details of the contact associated with the specified email
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Create or update contact
Creates a new contact. Updates the contact details if it already exists
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Update contact - By VID
Updates the details of a contact associated with the specified VID
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Associate CRM entities
Associates two existing CRM entities
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Update company
Updates the details of an existing company
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Fetch deal
Fetches the details of an existing deal by ID
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Fetch contact
Fetches the details of an existing contact by VID or Email
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Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
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Fetch company - By ID
Fetches the details of an existing company by ID
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Fetch company - By name
Fetches the details of an existing company by name
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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 HubSpot CRM?
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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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