Integrate Pipedrive with Hub Planner
Send information between Pipedrive and Hub Planner automatically, without writing any code, using Zoho Flow.
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Create a project within Hub Planner for every accomplished deal in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Hub Planner for every accomplished deal in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Hub Planner.
Create a project within Hub Planner for every accomplished deal in Pipedrive
Pipedrive + Hub Planner
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Supported triggers and actions
Integrate Pipedrive and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when any detail of an existing deal is updated
Organization created
Triggers when a new organization is created
Activity created
Triggers when a new activity is created
Contact person created
Triggers when a new contact person is created
Deal created
Triggers when a new deal is created
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage 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 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 deal
Creates a new deal
Create contact person
Creates a new contact person for the selected organization
Create lead
Creates a new lead
Create activity
Creates a new activity
Create organization
Creates a new organization
Create product
Creates a new product
Update deal
Updates the details of an existing deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Fetch person by email address
Fetches the details of an existing person by email address
Fetch product by name
Fetches the details of an existing product by name
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch activity
Fetches the details of an existing user activity
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization by name
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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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