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
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Hub Planner.
Create a new project in Hub Planner for every deal won in your Teamwork CRM
Teamwork CRM + 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 time entry
Triggers when a time entry 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 resource
Triggers when a resource is created or updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create lost reason
Creates a new lost reason
Create product
Creates a new product
Create note
Creates a new note
Create contact
Creates a new contact
Fetch product
Fetches the details of an existing product
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
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.
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.
Similar apps
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Custom functions
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