CompanyHub + Flowlu Integration

Integrate CompanyHub to Flowlu in one click, or tell Integrately AI how you want each deal handled. Create projects and tasks, sync CRM accounts, update your pipelines, and alert your team automatically.

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1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
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2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu

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Ready Workflows Ready Workflows for CompanyHub + Flowlu Integration

Capture sales deals, organise projects, keep CRM accounts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CompanyHub + Flowlu Integration

Create Flowlu task for new CompanyHub record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Flowlu is to use this CompanyHub - Flowlu integration. Using this integration, you can create a new task in Flowlu that will be automatically populated with data from a new record in a CompanyHub.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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CompanyHub + Flowlu Integration

Create Flowlu contact for new CompanyHub record

Automatically creating Flowlu contact records for new CompanyHub record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Flowlu + CompanyHub Integration

Create CompanyHub record for new Flowlu task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Flowlu and CompanyHub. By linking these two applications, you can ensure that every task is automatically recorded in the CompanyHub, making it easier to track and manage.
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CompanyHub + Flowlu Integration

Create Flowlu contact for new CompanyHub contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CompanyHub - Flowlu integration, anytime a new CompanyHub contact is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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CompanyHub + Flowlu Integration

Create Flowlu task for new CompanyHub contact

CompanyHub and Flowlu are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in CompanyHub, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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CompanyHub + Flowlu Integration

Create Flowlu task for new CompanyHub task

CompanyHub provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from CompanyHub. Flowlu is a great tool for this.

All you need to do is - integrate Flowlu with CompanyHub to create task in Flowlu automatically when certain task occur in CompanyHub. This can save you time by not having to manually create tasks in both systems.
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CompanyHub + Flowlu Integration

Create Flowlu task for new CompanyHub deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Flowlu to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within CompanyHub? Well now there is!

With our integration between CompanyHub and Flowlu, creating task in Flowlu is now easier than ever. Whenever a deal is created in CompanyHub, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
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Connect more apps to your CompanyHub + Flowlu flow

Send deal details to your CRM, notify your team on messaging apps, and keep records updated across platforms. Pick a combination and activate it in one click.

CompanyHub
Flowlu
+
SalesforceSalesforce (8)
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PipedrivePipedrive (8)
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HubSpotHubSpot (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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GmailGmail (8)
S
C
F
Create a CompanyHub contact from every Salesforce lead, and create a project in Flowlu.
Salesforce leads flow directly into CompanyHub as new contacts and instantly generate a project in Flowlu, eliminating manual data entry.
C
S
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Send an email in Salesforce when a CompanyHub deal is created, and create a task in Flowlu.
Notify stakeholders via Salesforce email and open a task in Flowlu as soon as a new CompanyHub deal is secured.
S
C
F
When a Salesforce lead updates, update the record in CompanyHub and update the organization in Flowlu.
Keep CompanyHub records and Flowlu organizations synchronised whenever lead details change in Salesforce.
C
S
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Create a task in Salesforce for every CompanyHub contact, and create an opportunity in Flowlu.
Establish follow-up actions in Salesforce and track new sales opportunities in Flowlu for every new CompanyHub contact.
S
C
F
If a Salesforce lead is enterprise tier, create a deal in CompanyHub and create an opportunity in Flowlu.
Route high-value Salesforce leads into CompanyHub deals and Flowlu opportunities based on tier criteria.
S
C
F
When a Salesforce opportunity closes won, update the deal in CompanyHub and create an invoice in Flowlu.
Mark CompanyHub deals as won and generate billing invoices in Flowlu the moment a Salesforce deal closes.
S
C
C
F
Use Claude to summarise every new Salesforce lead, create a note in CompanyHub, and create a task in Flowlu.
Generate AI summaries of Salesforce leads, log them as notes in CompanyHub, and assign onboarding tasks in Flowlu.
S
C
F
S
Turn every won Salesforce deal into a CompanyHub record, create a project in Flowlu, and notify Slack.
Convert closed Salesforce deals into CompanyHub records, spin up Flowlu projects, and announce wins in Slack.

Supported triggers and actions for CompanyHub and Flowlu

Mix and match to build the exact automation you need

CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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Flowlu
Flowlu Triggers & Actions
Instant
Task is created in Flowlu
Triggers the automation when a new task is created
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Instant
Task is updated in Flowlu
Triggers the automation when any task is updated
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Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
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Instant
Task is deleted in Flowlu
Triggers the automation when a task is deleted
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Instant
Task list is updated in Flowlu
Triggers the automation when a task list is updated
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Instant
Task list is deleted in Flowlu
Triggers the automation when a task list is deleted
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Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
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Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
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Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
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Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
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Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
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Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
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Instant
Project is created in Flowlu
Triggers the automation when a new project is created
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Instant
Project is updated in Flowlu
Triggers the automation when a project is updated
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Instant
Project is deleted in Flowlu
Triggers the automation when a project is deleted
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Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Flowlu
Triggers the automation when an invoice is updated
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Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
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Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
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Instant
Product is created in Flowlu
Triggers the automation when a new product is created
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Instant
Product is updated in Flowlu
Triggers the automation when a product is updated
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Instant
Product is deleted in Flowlu
Triggers the automation when a product is deleted
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Instant
Estimate is updated in Flowlu
Triggers the automation when any estimate is modified
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Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
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Search opportunity source in Flowlu
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Create invoice item in Flowlu
Generates and add a new item to an invoice
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Create task in Flowlu
Creates a new task
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Update task in Flowlu
Updates the task with new information or changes
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Search task in Flowlu
Searches for a task
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Delete task in Flowlu
Removes a particular task
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Search core user in Flowlu
Searches for a core user
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Create opportunity in Flowlu
Creates a new instance of the support system
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Update opportunity in Flowlu
Updates the opportunity details as needed
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Search opportunity in Flowlu
Searches for a opportunity
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Add email to CRM account in Flowlu
Adds new email addresses to the crm account for streamlined contact management
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Search CRM account in Flowlu
Searches for a crm account
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Get CRM account by id in Flowlu
Retrieve a crm account by its id
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Search contact in Flowlu
Finds and retrieves contact information
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Search email in Flowlu
Scan email inbox for keywords or sender
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Search organization in Flowlu
Finds and retrieves information about a organization
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Delete opportunity in Flowlu
Removes a opportunity from the system
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Update email to CRM account in Flowlu
Updates an email to a crm account
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Delete email from CRM account in Flowlu
Deletes the selected email from the crm account
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Get email by id in Flowlu
Retrieves an email by its id
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Get project by id in Flowlu
Retrieves project information using the project id
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Get task by id in Flowlu
Retrieves a task using its id
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Get opportunity by id in Flowlu
Retrieves a opportunity's details by its id
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Delete CRM account in Flowlu
Removes a contact from the crm
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Create contact in Flowlu
Adds a new contact to the database
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Update contact in Flowlu
Updates contact information with new details
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Create project in Flowlu
Creates a new project
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Update project in Flowlu
Updates project information
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Search project in Flowlu
Searches for a project
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Delete project in Flowlu
Removes a project from the system
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Create organization in Flowlu
Generates a new invoice
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Update organization in Flowlu
Updates organization information
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Create estimate in Flowlu
Adds a new contact to the contact list
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Add Tag to CRM account in Flowlu
Categorize crm account with relevant tag
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Add Tag to Agile issue in Flowlu
Assigns tags to agilecrm issues for better organization and tracking
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Create invoices in Flowlu
Generates invoices and send them to clients
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What can you automate with CompanyHub + Flowlu?

Streamline your entire sales-to-delivery lifecycle by connecting CompanyHub and Flowlu for real-time synchronization.

What you can automate?
🚀
Turn closed sales deals into active projects instantly
Automatically provision a new Flowlu project the moment a deal is created or won in CompanyHub. Bridge the gap between sales closure and project delivery without lifting a finger.
📋
Capture every submitted contact and company field
Map all custom table records, contact details, and company properties from CompanyHub directly into Flowlu CRM accounts and organizations without losing critical context.
🔔
Alert your delivery team the moment a deal closes
Trigger instant team notifications in Slack or email notifications in Gmail as soon as a new deal or sales order is registered in CompanyHub.
🔀
Route projects based on deal values and tiers
Set up conditional workflows that create high-priority projects in Flowlu for enterprise deals while routing standard accounts to regular pipelines.
🔄
Keep project statuses synchronized with sales pipelines
Update Flowlu project milestones automatically whenever deal stages change or tasks are updated in CompanyHub.
🗂️
Search, add, and update records to prevent duplicates
Automatically search existing CRM accounts and contact records in Flowlu before creating new entries, ensuring your digital workspace remains clean and organized.
💳
Generate billing invoices upon deal closure
Trigger invoice creation and estimate generation in Flowlu the moment a sales order or quote is finalized in CompanyHub.
💬
Extend your workflow with powerful team messaging apps
Connect Slack to your CompanyHub and Flowlu automation flow to announce closed deals, share project briefs, and celebrate team wins instantly.
And much more...

Who is CompanyHub + Flowlu integration for?

Sales directors, project managers, and operations teams rely on this integration to eliminate manual data entry, accelerate deal handoffs, and keep workflows perfectly synchronised.

Sales Directors and Revenue Leaders
Sales Directors and Revenue Leaders
Project Managers and Delivery Teams
Project Managers and Delivery Teams
Client Success and Account Managers
Client Success and Account Managers
Sales Operations Specialists
Sales Operations Specialists
Implementation and Delivery Leads
Implementation and Delivery Leads
Finance and Billing Administrators
Finance and Billing Administrators
📈
Sales Directors and Revenue Leaders
You report on deal pipelines and revenue forecasts, but your operational project boards lag behind because someone updates them manually — this integration means every new deal instantly spawns a project in Flowlu with zero delay and your reporting stays accurate.
Project Managers and Delivery Teams
You need to kick off client work the moment a deal closes, but you find out about new sales days late through scattered email threads — with this integration, every closed CompanyHub deal automatically creates active tasks and projects in Flowlu so your team starts immediately.
🤝
Client Success and Account Managers
You answer to clients who expect immediate onboarding after signing, but manual handoffs cause frustrating communication gaps — automating both apps means customer records and onboarding milestones transfer instantly without missing a single detail.
📊
Sales Operations Specialists
The volume of inbound leads and new accounts is too high for anyone to keep up with by hand, leading to duplicate entries and messy records — connecting these apps means every contact and company syncs across your systems instantly and cleanly.
🔄
Implementation and Delivery Leads
You own the project execution phase and depend on the sales team to hand over accurate deal specifications, but crucial details get lost in translation — this integration means every requirement captured in CompanyHub populates your Flowlu project workspace automatically.
🗂️
Finance and Billing Administrators
You need a reliable history of closed deals to generate accurate invoices and financial reports, but you keep finding missing records in your billing queue — automating both apps means revenue milestones and deal closures generate invoices in Flowlu without manual tracking.
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Why choose Integrately to automate CompanyHub + Flowlu

Build and manage your CompanyHub + Flowlu automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CompanyHub + Flowlu with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect CompanyHub to Flowlu?
Frequently Asked Questions
You can connect CompanyHub to Flowlu in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Salesforce, HubSpot, Slack, and 1,500+ other apps.
Can I automatically create a Flowlu project when a new CompanyHub deal is won?
Frequently Asked Questions
Can I connect CompanyHub, Flowlu, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CompanyHub and Flowlu?
Frequently Asked Questions
How are contacts and companies synced between CompanyHub and Flowlu?
Frequently Asked Questions
Can I generate invoices in Flowlu from CompanyHub sales orders?
Frequently Asked Questions
Do I need coding skills to automate CompanyHub and Flowlu?
Frequently Asked Questions
Is the CompanyHub and Flowlu integration free?
Frequently Asked Questions
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