Integrate Lime Go with Hub Planner
Send information between Lime Go and Hub Planner automatically, without writing any code, using Zoho Flow.
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Generate a new project in Hub Planner for every deal successfully closed in Lime Go
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Hub Planner for every accomplished deal in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new project in Hub Planner.
Generate a new project in Hub Planner for every deal successfully closed in Lime Go
Lime Go + Hub Planner
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Supported triggers and actions
Integrate Lime Go and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer added
Triggers when the relation for a company is set to 'Is a customer'
Deal status updated
Triggers when the status of a deal is updated
Negative call registered
Triggers when a negative call is registered in a calling list
Deal won
Triggers when the status of a deal is updated to 'won'
Positive call registered
Triggers when a positive call is registered in a calling list
Company being worked on
Triggers when the relation for a company is set to 'Working on it'
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Deal lost
Triggers when the status of a deal is updated to 'lost'
New or updated resource
Triggers when a resource is created or updated
New booking
Triggers when a new booking is created
New or updated time entry
Triggers when a time entry is created or updated
New or updated project
Triggers when a project is created or updated
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create time entry
Creates a new time entry in the selected project
Create resource
Creates a new resource
Create project
Creates a new project
Fetch time entry
Fetches a time entry by its unique ID
Fetch project
Fetches a project by its unique ID
Fetch resource
Fetches a resource by its unique ID
What is Lime Go?
Lime Go is a sales tool that helps you keep track of your contacts and collect important information such as documents, notes, probability, and history, about your deals.
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 >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
