Integrate Teamgate with Hub Planner
Send information between Teamgate 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 Teamgate
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Hub Planner for every accomplished deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Hub Planner.
Generate a new project in Hub Planner for every deal successfully closed in Teamgate
Teamgate + Hub Planner
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Supported triggers and actions
Integrate Teamgate 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
Lead converted to person
Triggers when a lead is converted to person
Company created
Triggers when a new company is created
Lead created
Triggers when a new lead is created
Deal won
Triggers when a deal is won
Lead unqualified
Triggers when a lead is unqualified
Deal lost
Triggers when a deal is lost
Person created
Triggers when a new person 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 company
Creates a new company
Create person
Creates a new person
Create lead
Creates a new lead
Create deal
Creates a new deal
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch lead
Fetches a lead using ID or name
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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 Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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