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
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal 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 company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
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 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.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
