Integrate Kylas with Hub Planner
Send information between Kylas 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 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.
Create a new project in Hub Planner for every deal won in your Kylas
Kylas + Hub Planner
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Supported triggers and actions
Integrate Kylas and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created or updated
Triggers when a task is created or updated
Company created
Triggers when a new company is created
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
Lead created
Triggers when a new lead is created
Lead updated
Triggers when the details of an existing lead are updated
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
Company updated
Triggers when the details of an existing company are updated
Task updated
Triggers when the details of an existing task are updated
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Contact updated
Triggers when the details of an existing contact are updated
Call logs created or updated
Triggers when a call log is created or updated
Lead created or updated
Triggers when a lead is created or updated
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 task
Creates a new task
Create product or service
Creates a new product or service
Create lead
Creates a new lead
Create deal
Creates a new deal
Create contact
Creates a new contact
Create company
Creates a new company
Close lead
Close the specified lead
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Close deal
Closes the specified deal
Update product or service
Updates the details of an existing product or service
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch product or service
Fetches the details of an existing product or service using ID
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 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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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