Hub Planner + Workbooks CRM Integrations
How to connect Hub Planner + Workbooks CRM
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New Booking
Triggers when a new booking is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Resource
Triggers when a resource is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ResourceRequired
Use the Hub Planner Resource ID.
ProjectRequired
Use the Hub Planner Project ID.
Booking Allocation Type
In Hub Planner you can choose to schedule bookings in Percentage, Hours/Day, Total Hours or Time of day between specific times. Choose an option from the list. If you do not choose anything your system defaults will be used.
Start DateRequired
Format: "YYYY-MM-DD". If you are using Time of Day as the booking allocation type above, please use the format "YYYY-MM-DD HH:mm" e.g. 2021-11-22 09:00
End DateRequired
Format: "YYYY-MM-DD". If you are using Time of Day as the booking allocation type above, please use the format "YYYY-MM-DD HH:mm" e.g. 2021-11-22 09:00
Value
If using hours / day or Total Hours as allocation type then pass number of hours, e.g. 8. If using percentage then the value should be a percentage that is passed. e.g. 100. If not value is passed it will default to 0.
Custom Booking Title
The Project name by default takes the title, but you can create a custom title of the booking in this field.
Extra Meta Data
Use this field if you want to store an id or string on the booking which can later be searched. e.g. the ID of the source booking.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Milestone NameRequired
Name of the milestone.
DateRequired
Format: "YYYY-MM-DD".
ProjectRequired
Id of project to add milestone to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email
Resource Note
Role
Will default to Team if not selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID of the booking to updateRequired
Booking Id to update
Resource
Hub Planner Resource ID if you want to change the resource on the booking.
Custom Booking Title
The Project name by default takes the title, but you can create a custom title of the booking in this field.
Project
Hub Planner Project ID if you want to change the project on the booking.
Booking Allocation Type
In Hub Planner you can choose to schedule bookings in Percentage, Hours/Day, Total Hours or Time of day between specific times. Choose an option from the list. If you do not choose anything your system defaults will be used.
Start Date
Format: "YYYY-MM-DD". If you are using Time of Day as the booking allocation type above, please use the format "YYYY-MM-DD HH:mm" e.g. 2021-11-22 09:00
End Date
Format: "YYYY-MM-DD". If you are using Time of Day as the booking allocation type above, please use the format "YYYY-MM-DD HH:mm" e.g. 2021-11-22 09:00
Booking value / allocation
If using hours / day or Total Hours as allocation type then pass number of hours, e.g. 8. If using percentage then the value should be a percentage that is passed. e.g. 100. If not value is passed it will default to 0.
Custom Data
Use this field if you want to store an id or string on the booking which can later be searched. e.g. the ID of the source booking.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event Name
Name of Event.
Event Id
Event id to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appLast Name
Last name of the resource.
First Name
First name of the resource.
Email
Email address of the resource.
Resource Id
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case
Triggers when a new case is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lookup nameRequired
Select the dynamic lookup for which you need to look up values
Value
Enter the single value which needs looking up
Value list
Enter the list of values (for line items) which need looking up
Default value
Use this value as a default if the requested value isn't found
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Marketing CampaignRequired
Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
The description of this Customer Order.
Assigned toRequired
A picklist of queues that this Customer Order could be assigned to.
Document CurrencyRequired
The currency of this Transaction.
Customer Order DateRequired
The official date for this Customer Order.
StatusRequired
The status of this Transaction.
Tax point dateRequired
The date that sales tax will be calculated for this Transaction.
Product
The reference of the Product that this Line Item refers to.
Line Description
A description of the product in this Line Item.
QuantityRequired
The number of items in this Line Item.
Unit price (document currency)Required
The Unit Price of the items in this Line Item in the Transaction document's currency.
Additional Discount 1 %
The additional percentage 1 Discount on this Line Item.
Additional Discount 2 %
The additional percentage 2 Discount on this Line Item.
Delivery Country
The delivery country.
Delivery County/State
The delivery county or state.
Delivery date
The planned Delivery Date for this Line Item.
Delivery Postcode/Zipcode
The delivery postcode or zipcode.
Delivery Street Address
The delivery street address.
Delivery Town or City
The delivery town or city.
Discount given (document currency)
The total discount given on this Line Item in the Transaction document's currency.
Discount given (home currency)
The total discount given on this Line Item in the Own Organisation's currency.
Display order
The order to display this Line Item in relative to the other Line Items in this Transaction document.
Document currency
The currency of the Transaction document that this Line Item belongs to.
End Date
The end date of the line item
Event
Foreign key for event
External Reference
A value defined by the creating application - normally a reference to an external equivalent record that is the source of this record.
Gross (document currency)
The Gross value of this Line Item in the Transaction document's currency.
Gross (home currency)
The Gross value of this Line Item in the Own Organisation's currency.
Home currency
The currency of the Own Organisation that this Line Item will be accounted in.
Location
Foreign key for location
Net (document currency)
The Net value of this Line Item in the Transaction document's currency.
Net (home currency)
The Net value of this Line Item in the Own Organisation's currency.
Parent Line Item
The Bundle Product of which the Product on this Line Item is a component.
Price Discount %
The percentage Discount on this Line Item.
Pricing scheme
Foreign key for pricing_scheme
Sales tax (document currency)
The Sales Tax of this Line Item in the Transaction document's currency.
Sales tax (home currency)
The Sales Tax of this Line Item in the Own Organisation's currency.
Sales tax code
Foreign key for sales_tax_code
Sales tax ruleset
Foreign key for sales_tax_ruleset
Start Date
The start date of the line item
Status
The status of the line item
Supply scheme
Foreign key for supply_scheme
Tax adjustment (document currency)
The Tax Adjustment of this Line Item in the Transaction document's currency.
Tax adjustment (home currency)
The Tax Adjustment of this Line Item in the Own Organisation's currency.
Total cost (document currency)
The total cost of this Line Item in the Transaction document's currency.
Total cost (home currency)
The total cost of this Line Item in the Own Organisation's currency.
Unit cost (document currency)
The Unit Cost of the items in this Line Item in the Transaction document's currency.
Unit cost (home currency)
The Unit Cost of the items in this Line Item in the Own Organisation's currency.
Unit price (home currency)
The Unit Price of the items in this Line Item in the Own Organisation's currency.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
The Person's title.
Person NameRequired
The Person's name.
Assigned ToRequired
A picklist of queues that this Person could be assigned to.
Job Title
The job title of the Person.
Job Role
The job role of the Person.
Employer
A picklist of possible employers, set to the current employer.
First Name
The first name of this Person.
Middle Name
The middle name of this Person.
Last Name
The last name of this Person.
Salutation
A salutation that can be used to address this Person.
Email
The main email address of this Person.
Telephone
The main telephone number.
Mobile
The main mobile number for this Person.
Industry
The industry that this Person operates in.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Preferred Language
The language that this Person prefers to converse in.
Special Requirements
Any special requirements that this Person may have.
Source
Where the information on this Party came from originally.
Campaign
The ID of the Marketing Campaign that discovered this Person.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Subject of the task.
Due Date
The date that the task is due to be completed by.
Completed Date
The date that the activity was completed.
Assigned ToRequired
TypeRequired
StatusRequired
PriorityRequired
Primary Contact ID
Use a "Find a Person" search to power this field. Map the person "ID" to this field and the person "Type" to the primary contact type field.
Primary Contact Type
Use a "Find a Person" search to power this field. Map the person "Type" to this field and the person "ID" to the primary contact id field.
Description
The details of the task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find a Customer Order" search to power this field. Map the order "ID" to this field.
Lock VersionRequired
Use a "Find a Customer Order" search to power this field. Map the order "Lock Version" to this field.
Customer Order Name
The description of this Customer Order.
Assigned to
A picklist of queues that this Customer Order could be assigned to.
Document Currency
The currency of this Transaction.
Customer Order Date
The official date for this Customer Order.
Status
The status of this Transaction.
Tax point date
The date that sales tax will be calculated for this Transaction.
Accounting period ID
The ID of the Accounting Period that this Transaction occurred in. This will be defaulted from the customer order date. Alternatively this could be retrieved using a dynamic lookup item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find a Person" search to power this field. Map the person "ID" to this field.
Lock VersionRequired
Use a "Find a Person" search to power this field. Map the person "Lock Version" to this field.
Title
The Person's title, i.e Mr, Mrs, Ms, etc
Person Name
The Person's full name.
Assigned To
A picklist of queues that this Person could be assigned to.
Job Title
The job title of the Person, e.g. Head of Marketing, Sales Director.
Job Role
The job role of the Person.
Employer
A picklist of possible employers, set to the current employer.
First Name
The first name of this Person.
Middle Name
The middle name of this Person.
Last Name
The last name of this Person.
Salutation
A salutation that can be used to address this Person.
Email
The main email address of this Person.
Telephone
The main telephone number.
Mobile
The main mobile number for this Person.
Industry
The industry that this Person operates in.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Preferred Language
The language that this Person prefers to converse in.
Special Requirements
Any special requirements that this Person may have.
Source
Where the information on this Party came from originally.
Campaign
The ID of the Marketing Campaign that discovered this Person.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign Name
The name of the marketing campaign to search for.
Object Reference
The object reference of the marketing campaign to search for.
External Reference
The external reference of the marketing campaign to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
The name of the marketing campaign member status to search for.
Marketing CampaignRequired
The Id of the marketing campaign to search for a member status.
External Reference
The external reference of the status to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganisation Name
The name of the organisation to search for.
Website
The website of the organisation to search for.
Object Reference
The object reference of the organisation to search for.
External Reference
The external reference of the organisation to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
The first name of the sales lead to search for.
Last Name
The last name of the sales lead to search for.
Email
The email of the sales lead to search for.
Organisation Name
The organisation name of the sales lead to search for.
Object Reference
The object reference of the sales lead to search for.
External Reference
The external reference of the sales lead to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appMember's Name
The member's name to search for.
Party or Lead Id
Member's related party id.
Party or Lead Type
Member's related party type.
External Reference
The external reference of the member to search for.
EmailRequired
The member's email to search for.
Marketing CampaignRequired
Marketing CampaignRequired
Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
Party or Lead IDRequired
Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "ID" to this field and the person or sales lead "Type" to the Party or Lead type field.
Party or Lead TypeRequired
Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "Type" to this field and the person or sales lead "ID" to the Party or Lead ID field.
Member's NameRequired
Status
Use a "Find a Marketing Campaign Member Status" search to power this field. Map the ID to this field. If the status is not found it should be created using "Create Marketing Campaign Member Status".
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustomer Order Name
Find the Order with this name.
External Reference
A value defined by the creating application - normally a reference to an external equivalent record that is the source of this record.
Object Reference
The Object Reference for this record.
Customer Order NameRequired
The description of this Customer Order.
Assigned toRequired
A picklist of queues that this Customer Order could be assigned to.
Document CurrencyRequired
The currency of this Transaction.
Customer Order DateRequired
The official date for this Customer Order.
StatusRequired
The status of this Transaction.
Tax point dateRequired
The date that sales tax will be calculated for this Transaction.
Accounting period ID
The ID of the Accounting Period that this Transaction occurred in. This will be defaulted from the customer order date. Alternatively this could be retrieved using a dynamic lookup item.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name
The first name of the person to search for.
Last Name
The last name of the person to search for.
Email
The email of the person to search for.
Employer
The employer name of the person to search for.
Object Reference
The object reference of the person to search for.
External Reference
The external reference of the person to search for. .
Title
The Person's title.
Person NameRequired
The Person's name.
Assigned ToRequired
A picklist of queues that this Person could be assigned to.
Job Title
The job title of the Person.
Job Role
The job role of the Person.
Employer
A picklist of possible employers, set to the current employer.
First Name
The first name of this Person.
Middle Name
The middle name of this Person.
Last Name
The last name of this Person.
Salutation
A salutation that can be used to address this Person.
Email
The main email address of this Person.
Telephone
The main telephone number.
Mobile
The main mobile number for this Person.
Industry
The industry that this Person operates in.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Preferred Language
The language that this Person prefers to converse in.
Special Requirements
Any special requirements that this Person may have.
Source
Where the information on this Party came from originally.
Campaign
The ID of the Marketing Campaign that discovered this Person.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New or Updated Project
Triggers when a project is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Time Entry
Triggers when a new time entry is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
NameRequired
Name of event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Note
Project Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ResourceRequired
ProjectRequired
DateRequired
Format: "YYYY-MM-DD".
ValueRequired
Pass the number of hours for this time entry.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Booking ID
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Name
Name of Project.
Project Code
The unique project code.
Project Id
Project id to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appTimeEntry ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Organisation
Triggers when a new organisation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Marketing CampaignRequired
Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
Party or Lead IDRequired
Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "ID" to this field and the person or sales lead "Type" to the Party or Lead type field.
Party or Lead TypeRequired
Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "Type" to this field and the person or sales lead "ID" to the Party or Lead ID field.
Member's NameRequired
Status
Use a "Find a Marketing Campaign Member Status" search to power this field. Map the ID to this field. If the status is not found it should be created using "Create Marketing Campaign Member Status".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Assigned ToRequired
StatusRequired
Description
Contact
The person to contact regarding this Case.
Contact Email
Contact Telephone
Priority
Product Category
Resolution Status
Resolution Description
Source
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
The description of this Customer Order.
Assigned toRequired
A picklist of queues that this Customer Order could be assigned to.
Document CurrencyRequired
The currency of this Transaction.
Customer Order DateRequired
The official date for this Customer Order.
StatusRequired
The status of this Transaction.
Tax point dateRequired
The date that sales tax will be calculated for this Transaction.
Accounting period ID
The ID of the Accounting Period that this Transaction occurred in. This will be defaulted from the customer order date. Alternatively this could be retrieved using a dynamic lookup item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organisation NameRequired
The name of this Organisation.
Assigned ToRequired
A picklist of queues that this Organisation could be assigned to.
Category
The category of this Organisation.
Industry
The industry that this Organisation operates in.
Website
The address of the website of this organisation.
Telephone
The main telephone number.
Fax
The main fax number.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Campaign
The ID of the Marketing Campaign that discovered this Organisation.
Source
Where the information on this organisation came from originally.
VAT Number
The Sales Tax number of this Organisation.
Number of Employees
The number of employees of this Organisation.
Preferred Language
The language that this Organisation prefers to converse in.
Special Requirements
Any special requirements that this Organisation may have.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Lead Person's NameRequired
Assigned ToRequired
A picklist of queues that this Sales Lead could be assigned to.
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
The main country.
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find a Marketing Campaign Member Status" search to power this field. Map the marketing campaign member status "ID" to this field.
Lock VersionRequired
Use a "Find a Marketing Campaign Member Status" search to power this field. Map the marketing campaign member status "Lock Version" to this field.
Member's NameRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find an Organisation" search to power this field. Map the organisation "ID" to this field.
Lock VersionRequired
Use a "Find an Organisation" search to power this field. Map the organisation "Lock Version" to this field.
Organisation Name
The name of this Organisation.
Assigned To
A picklist of queues that this Organisation could be assigned to.
Category
The category of this Organisation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find a Sales Lead" search to power this field. Map the sales lead "ID" to this field.
Lock VersionRequired
Use a "Find a Sales Lead" search to power this field. Map the sales lead "Lock Version" to this field.
Title
Lead Person's Name
Assigned To
A picklist of queues that this Sales Lead could be assigned to.
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
The main country.
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member's Name
The member's name to search for.
Party or Lead Id
Member's related party id.
Party or Lead Type
Member's related party type.
External Reference
The external reference of the member to search for.
EmailRequired
The member's email to search for.
Marketing CampaignRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Order Name
Find the Order with this name.
External Reference
A value defined by the creating application - normally a reference to an external equivalent record that is the source of this record.
Object Reference
The Object Reference for this record.
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
The first name of the person to search for.
Last Name
The last name of the person to search for.
Email
The email of the person to search for.
Employer
The employer name of the person to search for.
Object Reference
The object reference of the person to search for.
External Reference
The external reference of the person to search for. .
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign Name
The name of the marketing campaign to search for.
Object Reference
The object reference of the marketing campaign to search for.
External Reference
The external reference of the marketing campaign to search for.
NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStatusRequired
The name of the marketing campaign member status to search for.
Marketing CampaignRequired
The Id of the marketing campaign to search for a member status.
External Reference
The external reference of the status to search for.
Marketing CampaignRequired
Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganisation Name
The name of the organisation to search for.
Website
The address of the website of this organisation.
Object Reference
The object reference of the organisation to search for.
External Reference
The external reference of the organisation to search for.
Organisation NameRequired
The name of this Organisation.
Assigned ToRequired
A picklist of queues that this Organisation could be assigned to.
Category
The category of this Organisation.
Industry
The industry that this Organisation operates in.
Telephone
The main telephone number.
Fax
The main fax number.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Campaign
The ID of the Marketing Campaign that discovered this Organisation.
Source
Where the information on this organisation came from originally.
VAT Number
The Sales Tax number of this Organisation.
Number of Employees
The number of employees of this Organisation.
Preferred Language
The language that this Organisation prefers to converse in.
Special Requirements
Any special requirements that this Organisation may have.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name
The first name of the sales lead to search for.
Last Name
The last name of the sales lead to search for.
Email
The email of the sales lead to search for.
Organisation Name
The organisation name of the sales lead to search for.
Object Reference
The object reference of the sales lead to search for.
External Reference
The external reference of the sales lead to search for.
Title
Lead Person's NameRequired
Assigned ToRequired
A picklist of queues that this Sales Lead could be assigned to.
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
The main country.
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How Hub Planner + Workbooks CRM Integrations Work
- Step 1: Authenticate Hub Planner and Workbooks CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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