Integrate HubSpot CRM with LiquidPlanner
Send information between HubSpot CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in LiquidPlanner for every deal successfully closed in HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in LiquidPlanner 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 LiquidPlanner.
Generate a new project in LiquidPlanner for every deal successfully closed in HubSpot CRM
HubSpot CRM + LiquidPlanner
Set up tasks in LiquidPlanner when new tasks are initiated in HubSpot CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in LiquidPlanner when a new task is created in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in LiquidPlanner.
Set up tasks in LiquidPlanner when new tasks are initiated in HubSpot CRM
HubSpot CRM + LiquidPlanner
Build your own integrations between HubSpot CRM and LiquidPlanner
Connect HubSpot CRM and LiquidPlanner 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 LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Company created
Triggers when a new company is created
Deal updated
Triggers when a deal is updated
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Engagement created
Triggers when a new engagement is created
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company updated
Triggers when the details of an existing company are updated
New or updated document
Triggers when a document is created or updated
New or updated client
Triggers when a new client is added or details of an existing client are updated
New or updated comment
Triggers when a comment is created or updated
New or updated package
Triggers when a package is added or updated
New or updated project
Triggers when a project is created or updated
New or updated task
Triggers when a task is created or updated
All Actions - Actions are the automated tasks
Create engagement
Creates a new engagement
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create company
Creates a new company
Associate CRM entities
Associates two existing CRM entities
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Update contact - By email
Updates the details of the contact associated with the specified email
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch deal
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Create a project
Creates a new project
Create folder
Creates a new folder
Create a package
Creates a new package
Create an event
Create a full day event
Create a task
Creates a new task
Create a milestone
Creates a new milestone
What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Technical Engineer, Master Liveaboards
