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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 CategoryReadRun a get booking category action in Hub Planner.
List Booking CategoriesReadRun a list booking categories action in Hub Planner.
Search Booking CategoriesReadRun a search booking categories action in Hub Planner.
Get BookingReadRun a get booking action in Hub Planner.
List BookingsReadRun a list bookings action in Hub Planner.
Search BookingsReadRun a search bookings action in Hub Planner.
Get ClientReadRun a get client action in Hub Planner.
List ClientsReadRun a list clients action in Hub Planner.
Search ClientsReadRun a search clients action in Hub Planner.
Get EventReadRun a get event action in Hub Planner.
List EventsReadRun a list events action in Hub Planner.
Search EventsReadRun a search events action in Hub Planner.
Get HolidayReadRun a get holiday action in Hub Planner.
List HolidaysReadRun a list holidays action in Hub Planner.
Search HolidaysReadRun a search holidays action in Hub Planner.

Frequently Asked Questions

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

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your Hub Planner integration end to end. You tell us what you need and we deliver a working, production-ready connection.

Related integrations

Explore other ways to connect Hub Planner with the apps your team already uses, or browse every Hub Planner and Salesforce integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.