Integrate OnePageCRM with Hub Planner
Send information between OnePageCRM 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 OnePageCRM
Initiate a project promptly following the closure of a deal. This flow will create a new project in Hub Planner for every deal won in your OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Hub Planner.
Create a new project in Hub Planner for every deal won in OnePageCRM
OnePageCRM + Hub Planner
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Supported triggers and actions
Integrate OnePageCRM and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
New action
Triggers when a new action 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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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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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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.
Learn more >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.
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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
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