Integrate HubSpot CRM with LiquidPlanner

Send information between HubSpot CRM and LiquidPlanner automatically, without writing any code, using Zoho Flow.

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Generate a new project in LiquidPlanner for every deal successfully closed in HubSpot CRM

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in LiquidPlanner for every deal successfully closed in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new project in LiquidPlanner.
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Generate a new project in LiquidPlanner for every deal successfully closed in HubSpot CRM

HubSpot CRM + LiquidPlanner

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Set up tasks in LiquidPlanner when new tasks are initiated in HubSpot CRM

Facilitate better time management by automating routine task scheduling. This flow will create a new task in LiquidPlanner when a new task is created in HubSpot CRM.

How it works
  1. The flow triggers when a new task is created in HubSpot CRM.
  2. Zoho Flow creates a new task in LiquidPlanner.
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Set up tasks in LiquidPlanner when new tasks are initiated in HubSpot CRM

HubSpot CRM + LiquidPlanner

Build your own integrations between HubSpot CRM and LiquidPlanner

Connect HubSpot CRM and LiquidPlanner 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 LiquidPlanner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

New or updated comment

Triggers when a comment is created or updated

New or updated document

Triggers when a document is created or updated

New or updated task

Triggers when a task is created or updated

New or updated package

Triggers when a package is added or updated

New or updated project

Triggers when a project is created or updated

New or updated client

Triggers when a new client is added or details of an existing client are updated

All Actions - Actions are the automated tasks

Create engagement

Creates a new engagement

Create company

Creates a new company

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create task

Creates a new task

Update contact - By email

Updates the details of the contact associated with the specified email

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Fetch deal

Fetches the details of an existing deal by ID

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch contact

Fetches the details of an existing contact by VID or Email

Create a milestone

Creates a new milestone

Create an event

Create a full day event

Create a package

Creates a new package

Create a project

Creates a new project

Create folder

Creates a new folder

Create a task

Creates a new task

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM Popular

What is LiquidPlanner?

LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.

Project Management

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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