HUB Planner and Zoho CRM integration
Save yourself the work of writing custom integrations for HUB Planner and Zoho CRM and use n8n instead. Build adaptable and scalable Productivity, workflows that work with your technology stack. All within a building experience you will love.
How to connect HUB Planner and Zoho CRM
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Build your own HUB Planner and Zoho CRM integration
Create custom HUB Planner and Zoho CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Supported API Endpoints for HUB Planner
Get all projects
This call will return all projects.
Search projects
Search for projects based on their status.
Get specific project
Retrieve a specific project by its ID.
Create project
Create a new project with the provided details.
Fetch custom field templates
Fetch templates defined for your account.
Search custom fields
Search for custom fields based on their type.
Bulk update projects
Updates multiple projects in a single request.
Delete project
Deletes a specific project by id.
Add resource to project
Adds a resource to a specific project identified by projectId.
Remove resource from project
Removes a resource from a specific project identified by resourceId.
Add clients to project
Adds clients to a specific project identified by projectId.
Remove client from projects
Removes a client from specific projects identified by clientId.
Set project managers
Sets project managers for a specific project identified by projectId.
Get all project tags
Retrieves all tags for a specific project identified by its ID.
Remove project tag from project
Removes a specific tag from a project identified by its ID.
Get all bookings
Retrieve a paginated list of all bookings.
Retrieve deleted bookings
Retrieve deleted bookings using the query parameter deleted.
Retrieve booking dependencies
Retrieve booking dependencies using the query parameter dependencies.
Search bookings
Search allows to get more complex results based on given criteria.
Get specific booking
Get a specific booking by its ID.
Create a new booking
Create a new booking with minimum required fields.
Update booking
Update an existing booking.
Delete booking
Delete a specific booking by id.
Delete multiple bookings
Delete multiple bookings by booking IDs, resourceId or projectId.
Delete multiple bookings by resourceId
Delete all bookings for the resource with ID.
Delete multiple bookings by projectId
Delete all bookings for the project with ID.
List events
Call will return all projects.
Search events
Search events by name.
Get specific event
Use the following command to get a specific event by ID.
Update event
Update an existing event by ID with the complete event object.
Get all holidays
Retrieves a list of all holidays.
Search holidays
Searches for holidays within a specified date range.
Get specific holiday
Retrieves details of a specific holiday by ID.
Update a holiday
Updates an existing holiday by ID.
Get milestone
Retrieve a specific milestone by its ID.
Search milestones
Search for milestones based on specific parameters.
Create milestone
Create a new milestone with the required fields.
Update milestone
Update an existing milestone by its ID.
To set up HUB Planner integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to HUB Planner to query the data you need using the API endpoint URLs you provide.
See the example hereThese API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!
Zoho CRM supported actions
Create
Create an account
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Update
Update an account
Create
Create a contact
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create a deal
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create an invoice
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an invoice
Get
Get an invoice
Get Many
Get many invoices
Update
Update an invoice
Create
Create a lead
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Fields
Get lead fields
Get Many
Get many leads
Update
Update a lead
Create
Create a product
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a product
Get
Get a product
Get Many
Get many products
Update
Update a product
Create
Create a purchase order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a purchase order
Get
Get a purchase order
Get Many
Get many purchase orders
Update
Update a purchase order
Create
Create a quote
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a quote
Get
Get a quote
Get Many
Get many quotes
Update
Update a quote
Create
Create a sales order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a sales order
Get
Get a sales order
Get Many
Get many sales orders
Update
Update a sales order
Create
Create a vendor
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a vendor
Get
Get a vendor
Get Many
Get many vendors
Update
Update a vendor
HUB Planner and Zoho CRM integration details
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FAQ
Can HUB Planner connect with Zoho CRM?
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Can I use Zoho CRM’s API with n8n?
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