Benefits of Integrating CloudSign and HubSpot
How do you handle post-contract tasks?
In recent years, electronic contracts have become more common, haven't they?
While electronic contracts are very convenient, don't you sometimes feel it would be even more convenient if they were linked to customer information?
Therefore, this time, we aim to further streamline electronic contract management and customer information management by integrating HubSpot, which specializes in marketing and sales departments, with the electronic contract service CloudSign!
So, what are the actual benefits of integrating these two apps?
Benefit 1: Real-time Update of Contract Status
By integrating CloudSign and HubSpot, real-time updates of contract status become possible.
Specifically, every time a contract is created, sent, and signed in CloudSign, its status can be automatically reflected in HubSpot.
This allows the person in charge to check the progress of the contract in real-time and take necessary actions immediately.
Moreover, being able to track contract progress in real-time significantly impacts the speed of strategic decision-making.
Especially in large-scale projects or when multiple contracts are progressing simultaneously, significant operational efficiency can be expected.
As operational efficiency improves and customer response becomes faster, ultimately, it should lead to improved customer satisfaction!
Benefit 2: Automation of Contract Notifications
Another major benefit is the automation of contract notifications.
The progress of the contract is automatically reflected in HubSpot, and relevant personnel are immediately notified.
An automated notification system helps prevent errors.
There are no more missed or delayed notifications due to human processes, making the entire contract process smoother.
The seamless flow from contract signing to follow-up improves the quality of customer response.
Benefit 3: Smooth Centralized Management of Customer Information
Since the information from both apps can be integrated, centralized management of customer information becomes smooth.
Contract information in CloudSign is automatically integrated into HubSpot, allowing all data related to customers to be managed collectively.
The sales and support teams can easily check the latest contract status and customer history, which is expected to improve the quality of customer response.
Furthermore, centralized management of customer information maintains data consistency, eliminating the risk of incorrect or duplicate information due to manual processes.
Decision-making based on accurate data becomes possible, improving the precision of operations.
What is Yoom?
The app integration is done using Yoom, which allows no-code app integration.
In general app integration, programming knowledge may be required, but Yoom provides a service that allows apps to be integrated without specialized knowledge!
Moreover, Yoom offers a wealth of existing templates!
Even beginners can easily start by copying these templates to create flows!
Flowbot Templates | Yoom
You can start for free, so if you don't have a Yoom account, please get one!
Yoom Account Issuance Page
Refer to this for basic Yoom operations.
Getting Started with Yoom
How to Create an Integration Flow for CloudSign and HubSpot
This time, we will first create a flow called [Update HubSpot Deal Stage When Document Signing is Completed in CloudSign].
When the signing of a document is completed in CloudSign, the specified HubSpot deal stage is automatically updated.
The updated deal stage can be changed to any value.
This eliminates the need to manually update the stage.
By copying the template, there is no need to build from scratch, making it easy to create a flow.
First, copy the template and start the integration settings!
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