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Integrate Kylas with Hub Planner
Send information between Kylas and Hub Planner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Hub Planner for every deal won in your Kylas
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Hub Planner for every accomplished deal in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Hub Planner.
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Create a new project in Hub Planner for every deal won in your Kylas
Kylas + Hub Planner
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Build your own integrations between Kylas and Hub Planner
Connect Kylas 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 Kylas and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Task created or updated
Triggers when a task is created or updated
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Company created
Triggers when a new company is created
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Contact created or updated
Triggers when a contact is created or updated
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Company created or updated
Triggers when a company is created or updated
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Lead created
Triggers when a new lead is created
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Lead updated
Triggers when the details of an existing lead are updated
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Task created
Triggers when a new task is created
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Deal updated
Triggers when the details of an existing deal are updated
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Company updated
Triggers when the details of an existing company are updated
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Task updated
Triggers when the details of an existing task are updated
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Deal created or updated
Triggers when a deal is created or updated
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Contact created
Triggers when a new contact is created
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Deal created
Triggers when a new deal is created
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Contact updated
Triggers when the details of an existing contact are updated
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Call logs created or updated
Triggers when a call log is created or updated
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Lead created or updated
Triggers when a lead is created or updated
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New booking
Triggers when a new booking is created
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New or updated project
Triggers when a project is created or updated
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New or updated resource
Triggers when a resource is created or updated
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New or updated time entry
Triggers when a time entry is created or updated
All Actions - Actions are the automated tasks
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Create task
Creates a new task
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Create product or service
Creates a new product or service
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Create lead
Creates a new lead
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Create deal
Creates a new deal
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Create contact
Creates a new contact
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Create company
Creates a new company
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Close lead
Close the specified lead
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Update contact
Updates the details of an existing contact
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Update company
Updates the details of an existing company
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Update lead
Updates the details of an existing lead
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Close deal
Closes the specified deal
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Update product or service
Updates the details of an existing product or service
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Update task
Updates the details of an existing task
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Update deal
Updates the details of an existing deal
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch deal
Fetches the details of an existing deal using ID
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Fetch lead
Fetches the details of an existing lead using ID
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Fetch company
Fetches the details of an existing company using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch product or service
Fetches the details of an existing product or service using ID
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Create resource
Creates a new resource
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Create time entry
Creates a new time entry in the selected project
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Create project
Creates a new project
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Fetch project
Fetches a project by its unique ID
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Fetch time entry
Fetches a time entry by its unique ID
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Fetch resource
Fetches a resource by its unique ID
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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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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