• Pricing
Book a demo

HUB Planner bi-directional sync: Unified data flow

Swiftask links HUB Planner to your business tools. Your planning and resource information flows effortlessly, ensuring a single source of truth.

Result:

Eliminate double entry and ensure project data consistency across all your platforms.

The hidden cost of fragmented data in HUB Planner

Managing resources in HUB Planner while keeping other tools updated creates silos. Repeated manual updates inevitably lead to errors and a loss of visibility into actual team availability.

Main negative impacts:

  • Manual entry errors: Human replication of data between HUB Planner and other tools leads to critical inconsistencies.
  • Update delays: The time required to reflect a planning change delays strategic decision-making.
  • Information silos: Each team works with a different version of reality, impacting global planning.

Swiftask automates bi-directional synchronization between HUB Planner and your software stack. Data is updated instantly on both sides, with zero human intervention.

BEFORE / AFTER

What changes with Swiftask

Manual data management

A manager changes an allocation in HUB Planner. They must then manually update the CRM, billing tool, and team Slack. The risk of forgetting or making a mistake is constant.

Swiftask intelligent synchronization

As soon as a change is saved in HUB Planner, Swiftask detects the update and automatically modifies the corresponding objects in your other systems. Data is always accurate.

Integrate HUB Planner into your workflow in 4 steps

STEP 1 : Connect your instances

Authenticate HUB Planner and your third-party tools in Swiftask via our secure connectors.

STEP 2 : Define your mapping rules

Specify which fields should match between HUB Planner and your other platforms (e.g., dates, names, capacity).

STEP 3 : Configure bi-directionality

Enable automatic update triggers so that every change is reflected in both directions.

STEP 4 : Activate synchronization

Launch your workflow. Swiftask processes data in real-time and ensures continuous consistency.

Advanced features for your resources

Swiftask analyzes object types, potential conflicts, and business dependencies to ensure smooth synchronization.

  • Target connector: The agent performs the right actions in hub planner based on event context.
  • Automated actions: Automatic allocation updates, project data sync, planning reconciliation, conflict alerts, modification logging.
  • Native governance: All synchronizations are tracked to ensure full compliance.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-hub-planner@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Why choose Swiftask synchronization

1. Data consistency

A single source of truth for your resources, everywhere.

2. Increased productivity

Free your managers from manual entry.

3. Reduced errors

Automation eliminates human error risk.

4. Operational agility

React to planning changes in real-time.

5. Full governance

Control and audit every data flow.

Security and compliance

Swiftask applies enterprise-grade security standards for your hub planner automations.

  • Data encryption: Secure flows via standard protocols and robust authentication.
  • Access management: Granular control over synchronization permissions.
  • Full audit trail: Event logs for complete traceability.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Operational impact

MetricBeforeAfter
Update timeSeveral hours/weekReal-time (instant)
Error rateHigh (manual)Close to zero
Team alignmentLowTotal

Take action with hub planner

Eliminate double entry and ensure project data consistency across all your platforms.

Finalize your HUB Planner projects instantly with AI

Next use case