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By integrating the CRM (Customer Relationship Management) centered marketing platform HubSpot with the cloud storage service Google Drive, you can manage customer and transaction information more efficiently.
The smooth sharing and centralized management of this information benefits various stakeholders, from sales, marketing, and customer support personnel to project managers.
Let's take a closer look at the benefits of integration and examples of workflow automation that can be achieved through integration.
You can automatically create folders in Google Drive based on customer and transaction information from HubSpot.
For example, you can automatically create a folder in Google Drive when a deal is updated in HubSpot.
By linking the folder name to transaction-related information, team members won't be confused about where to save or access related documents.
Proper management of documents for each customer or transaction leads to more efficient data management within those documents.
You can automatically create data from HubSpot information and save those data files to Google Drive.
This is an example of what can be done by integrating Google Sheets in addition to the two tools.
For instance, when a form is submitted by a customer on HubSpot, you can transfer and save the form content into a specified Google Sheet stored in Google Drive. You can create data in any format that suits your business needs, such as extracting necessary information from the form content to create a list.
Additionally, for customer and transaction information, you can similarly automate data creation and saving at the time of new registration or updates.
Automatic synchronization of necessary data brings benefits such as reducing the time spent on re-entry and verification tasks and preventing errors.
Centralized information management and smooth information sharing will simultaneously improve the efficiency of subsequent tasks.
Good news for those who want to try the benefits and automation examples introduced so far!
With Yoom, you can integrate and automate without programming skills or knowledge, using a no-code approach.
If you haven't registered with Yoom, you can create an account here!
If you want to check the operations first, you can start with a free plan or try a paid plan trial.
From here, we will guide you on how to create steps for integration and automation using Yoom.
Let's create a workflow using a template that automatically creates a folder in Google Drive when a deal is updated in HubSpot.
First, copy the template from the "Try it" link below!
*Step 1 involves the app integration process.
If you have already completed the integration, proceed to Step 2.
1. After logging into Yoom, select "My Apps" from the left menu and click "+New Connection" on the right side of the screen.
2. From the list of new connections in My Apps, select HubSpot and Google Drive, and integrate the apps.
3. Open the copied template. (You can change the title if necessary.)
To open manually, select the relevant template from My Projects and click "Edit" in the upper right corner of the screen.
4. Click "App Trigger When a Deal is Updated" from the Flow Bot.
5. Set up "Select Integration Account and Action".
Change the title of the app trigger if necessary, and click "Next".
6. Set up the API connection for the app trigger.
Set an appropriate trigger activation interval according to your business needs.
7. Conduct a test, confirm success, and click "Save".
8. Click "Integrate with App Create Folder" from the Flow Bot.
9. Set up "Select Integration Account and Action".
Change the title if necessary, and click "Next".
10. Set up the API connection.
・Folder Name: Can be set arbitrarily. (It is recommended to include information such as deal name, deal ID, stage, and date using the output obtained in Step 2.)
・Parent Folder ID: Specify the parent folder ID with reference to the note at the bottom of the field.
11. Conduct a test, confirm success, and click "Save".
Finally, switch the trigger of the saved flow to "ON" to activate it.
This completes the flow to create a folder in Google Drive when a deal is updated in HubSpot.
If you want to create folders per customer instead of per deal, you can also try creating a flow by changing the trigger condition to customer information creation or update.
There are other business flows that can be automated by integrating HubSpot and Google Drive, but here we introduce two integration flows with other tools.
This is a business flow that can be automated by integrating HubSpot and ChatGPT.
When a form is submitted by a customer in HubSpot, a ticket in HubSpot is automatically created based on the response results generated and analyzed by ChatGPT.
This allows for quick responses to inquiries, making it useful across a wide range of operations such as customer support, sales, and marketing.
Additionally, it is possible to add operations by further integrating with Google Sheets or Google Drive. By listing the inquiry and response contents on a spreadsheet and saving it to Google Drive, information can be smoothly shared among stakeholders.
This flow involves notifying Slack when a specific file is newly saved or updated in Google Drive, with confirmation from the person in charge. When information is updated in the same file as part of some routine work, stakeholders can be informed of the update. For example, it can be used for the following purposes:
By automating this series of processes, you can eliminate the hassle of manual input and communication. This leads to smoother situation awareness and subsequent processing, thereby improving operational efficiency.
By integrating HubSpot with Google Drive, document and data management related to customers and deals can be streamlined. Automatic data synchronization leads to centralized information management and smooth sharing, which can enhance the productivity of the entire team.
With Yoom, you can easily build integration flows without coding, so be sure to try other integrations and automations!
Continue automating related tasks to improve the efficiency of your overall operations.
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