Connect Plane.so and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Issue Created
Issue Updated
Choose an Action
Automatically do this!
Get All Contacts
Get All Companies
Add Contact to List
Create a Note
Search a Company
List all deals
Get Owner by ID
Get Owner by Email
Create Company
Create or Update Contact
Create Deal
Get All Deals
Search Line-Item by ID
Get Invoice Associated Line-Item
Associated Line Item Detail
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
List All Invoices
List All Products
List All Tasks
Search a Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
New Contact Created
Get notified if any contact is created in your account.
New Company Created
Get notified if any company is created in your account.
Delete Company
Get notified if any company is deleted in your account.
Delete Contact
Get notified if any contact is deleted in your account.
Do thisActions
Action is the task that follows automatically within your Plane.so integrations.
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Plane.so and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in Plane.so triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how Plane.so data is recorded in HubSpot. This includes choosing which data fields go into which fields of HubSpot, setting up custom formats, and filtering out unwanted information.
The data sync between Plane.so and HubSpot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Plane.so and HubSpot. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
Learn MoreAbout HubSpot
HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.
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