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Automate tasks across Hub Planner with Salesforce

We work with you to understand your business processes, and automate all work between Hub Planner and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Hub Planner and Salesforce.

Send a Salesforce notification when Hub Planner receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Hub Planner.Get Started
Copy new customer details from Hub Planner into Salesforce.Get Started
Update the matching Salesforce item when a Hub Planner status changes.Get Started
Start a review in Salesforce when Hub Planner flags an exception.Get Started
Summarize new Hub Planner activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with Hub Planner and Salesforce using our 52 actions.
Can’t find what you need? Let us know.

Get Booking CategoryReadRetrieves a booking category from Hub Planner.
List Booking CategoriesReadRetrieves booking categories from Hub Planner.
Search Booking CategoriesReadFinds booking categories in Hub Planner by search criteria.
Get BookingReadRetrieves a booking from Hub Planner.
List BookingsReadRetrieves bookings from Hub Planner.
Search BookingsReadFinds bookings in Hub Planner by search criteria.
Get ClientReadRetrieves a client from Hub Planner.
List ClientsReadRetrieves clients from Hub Planner.
Search ClientsReadFinds clients in Hub Planner by search criteria.
Get EventReadRetrieves an event from Hub Planner.
List EventsReadRetrieves events from Hub Planner.
Search EventsReadFinds events in Hub Planner by search criteria.
Get HolidayReadRetrieves a holiday from Hub Planner.
List HolidaysReadRetrieves holidays from Hub Planner.
Search HolidaysReadFinds holidays in Hub Planner by search criteria.

Frequently Asked Questions

Common questions about working with MindCloud on your Hub Planner and Salesforce integration.

Apps are the systems your business runs on, like Hub Planner and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.