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HubSpot + Microsoft Planner Integrations

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Connect HubSpot to Microsoft Planner
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
HubSpot + your other apps
Microsoft Planner + your other apps
Related blog posts
FAQ

HubSpot + Microsoft Planner integrations

HubSpot > Microsoft Planner

Trigger

Last triggered

Message received

Create plan

Overview

Connect HubSpot to Microsoft Planner in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between HubSpot, Microsoft Planner, and many other popular SaaS applications.

Check below for example workflows using HubSpot and Microsoft Planner, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of HubSpot and Microsoft Planner integrations in Relay.app

Trigger a new workflow when a new submission is received in Hubspot.

Preview of Easily configure which new form submissions should kick off the workflow.

Preview of Use Relay.app's HubSpot integrations to trigger actions across your apps

Preview of Use any of these HubSpot actions in your Relay.app workflows.

Trigger a new workflow when a new submission is received in Hubspot.

Easily configure which new form submissions should kick off the workflow.

Use Relay.app's HubSpot integrations to trigger actions across your apps

Use any of these HubSpot actions in your Relay.app workflows.

Example HubSpot + Microsoft Planner workflows

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Automatically create plan in Microsoft Planner for each message received in HubSpot

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Create form response automatically in HubSpot for each task created in Microsoft Planner

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Update plan automatically in Microsoft Planner for each form submission received in HubSpot

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Create task automatically in Microsoft Planner for each record added in HubSpot

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Automatically update task in Microsoft Planner for each record added in HubSpot

Try it

Inspirational workflows

Visit the template gallery ➔

Demo Request Qualifier

Automatically qualify sales demo requests based on prospect information and AI analysis.

Sales

Relay.app workflow screenshot: Demo Request Qualifier

Lead enricher

CRM

Relay.app workflow screenshot: Lead enricher

Create HubSpot Task from Form Submission

HubSpot Triggers

CRM Object

add

New record added

edit

Record changed

target

Record first meets conditions

Form submission

mark_email_unread

Form submission received

List

add

Record added to list

edit

Record in list field changed

target

Record in list meets conditions

Message

mark_email_unread

Message received

Microsoft Planner Actions

Group

Find group(s)

Plan

add

Create plan

Find plan(s)

edit

Update plan

Planner bucket

Find planner bucket(s)

Task

add

Create task

Find task(s)

Find tasks in bucket

edit

Update task

User

Find user(s)

Microsoft Planner Triggers

Task

add

Task created

HubSpot Actions

Conversations

Reply to message

Form submission

Find form submissions

schedule

Wait for form submission

Marketing

description

Create form response

Object

playlist_add

Add record to list

add

Create or update record

add

Create record

Find associated records

playlist_remove

Remove record from list

edit

Update record

Owner

Find owner(s)

Pipeline Stage Query

Find stage by name

Create your own HubSpot + Microsoft Planner integration

Select a trigger in HubSpot

Select an action in Microsoft Planner

Create your workflow

Or automate Microsoft Planner + HubSpot

Select a trigger in Microsoft Planner

Select an action in HubSpot

Create your workflow

Connect HubSpot to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Microsoft Planner to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

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Apr 17, 2024

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect HubSpot to Microsoft Planner with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in HubSpot or Microsoft Planner to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize HubSpot and Microsoft Planner to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting HubSpot to Microsoft Planner?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect HubSpot to Microsoft Planner that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate HubSpot and Microsoft Planner—give it a try and let us know what you think.

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via email

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Screenshot showing how to test a step in an automated workflow in Relay.app

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