Integrate HubSpot CRM with Hub Planner
Send information between HubSpot CRM and Hub Planner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Hub Planner for every accomplished deal in HubSpot CRM
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Hub Planner 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 Hub Planner.
Create a project within Hub Planner for every accomplished deal in HubSpot CRM
HubSpot CRM + Hub Planner
Build your own integrations between HubSpot CRM and Hub Planner
Connect HubSpot CRM and Hub Planner with over 850+ 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 Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Engagement created
Triggers when a new engagement is created
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Deal updated
Triggers when a deal is updated
Task created
Triggers when a new task is created
New booking
Triggers when a new booking is created
New or updated project
Triggers when a project is created or updated
New or updated resource
Triggers when a resource is created or updated
New or updated time entry
Triggers when a time entry is created or updated
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create task
Creates a new task
Create ticket
Creates a new ticket
Create engagement
Creates a new engagement
Create contact
Creates a new contact
Update contact - By VID
Updates the details of a contact associated with the specified VID
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of the contact associated with the specified email
Update company
Updates the details of an existing company
Fetch company - By name
Fetches the details of an existing company by name
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch deal
Fetches the details of an existing deal by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Create resource
Creates a new resource
Create time entry
Creates a new time entry in the selected project
Create project
Creates a new project
Fetch project
Fetches a project by its unique ID
Fetch time entry
Fetches a time entry by its unique ID
Fetch resource
Fetches a resource by its unique ID
What is HubSpot CRM?
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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
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 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
