Use Zoho Flow to integrate Hub Planner with HubSpot CRM, in atleast 118 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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All Triggers - A trigger kickstarts the flow
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
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
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company created
Triggers when a new company is created
All Actions - Action are the automated tasks
Create time entry
Creates a new time entry in the selected project
Create resource
Creates a new resource
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
Create deal
Creates a new deal
Create engagement
Creates a new engagement
Create contact
Creates a new contact
Create company
Creates a new company
Create ticket
Creates a new ticket
Create task
Creates a new task
Update contact - By email
Updates the details of the contact associated with the specified email
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Associate CRM entities
Associates two existing CRM entities
Update company
Updates the details of an existing company
Update contact - By VID
Updates the details of a contact associated with the specified VID
Fetch deal
Fetches the details of an existing deal by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Fetch company - By name
Fetches the details of an existing company by name
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By ID
Fetches the details of an existing company by ID
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it!” Know more
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