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Integrate Teamgate with Hub Planner
Send information between Teamgate and Hub Planner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new project in Hub Planner for every deal successfully closed in Teamgate
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Hub Planner for every accomplished deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Hub Planner.
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Generate a new project in Hub Planner for every deal successfully closed in Teamgate
Teamgate + Hub Planner
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Build your own integrations between Teamgate and Hub Planner
Connect Teamgate 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 Teamgate and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Lead created
Triggers when a new lead is created
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Company created
Triggers when a new company is created
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Lead unqualified
Triggers when a lead is unqualified
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Deal won
Triggers when a deal is won
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Person created
Triggers when a new person is created
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Deal lost
Triggers when a deal is lost
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Lead converted to person
Triggers when a lead is converted to person
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Deal created
Triggers when a new deal is created
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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 company
Creates a new company
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Create deal
Creates a new deal
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Create lead
Creates a new lead
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Create person
Creates a new person
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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Fetch lead
Fetches a lead using ID or name
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Fetch comapny
Fetches a company using company name, code or email address.
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Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
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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 Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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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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