Integrate YouTube with HubSpot to make video-based sales activities more convenient!

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

What Tasks Can Be Automated and What Benefits Can Be Gained by Integrating YouTube with HubSpot

As the size of the video advertising market continues to expand, more companies are managing the online video-sharing platform YouTube.
Companies are likely posting videos on YouTube for various purposes, such as acquiring new customers, promoting their company or services, and communicating with viewers.
However, not all companies may be utilizing it effectively.

This time, we will discuss the tasks that can be automated by integrating YouTube with the CRM platform HubSpot, and the benefits that can be gained from this integration and automation.
By linking the two tools, you can efficiently conduct sales activities and marketing using the videos posted on YouTube!

Let's look at examples of tasks that can be automated.

Example 1: Create a HubSpot contact when a video containing a specific keyword is published

This is a useful method if you have videos created and saved for each user.
For example, consider the case where you have saved videos related to meetings or negotiations on YouTube.

By setting it up so that a HubSpot contact is created when a video with the phrase "initial guidance" in the title is posted, you can prevent potential customers from being missed in HubSpot registration.

Example 2: Create a HubSpot ticket when a new video is published

You can create a HubSpot ticket when a new video is published on a specified YouTube channel.
For instance, if a new video is published on a specific channel and a meeting with a customer is scheduled, automatically creating a ticket in HubSpot allows for smooth task management related to the meeting.

Example 3: Create a HubSpot ticket based on YouTube channel reports

YouTube channel reports allow you to obtain various information, such as the number of views and watch time of videos on a specified channel.
For example, you can periodically obtain channel reports and automatically create HubSpot tickets based on that information. This allows YouTube viewing information to be linked to customer information in HubSpot and serves as a foothold for information analysis related to video content.

As described above, by integrating YouTube with HubSpot, it is possible to automatically import information about the videos posted on YouTube and data related to video viewing into HubSpot.
By linking the imported data to the registration information in HubSpot, centered on customer information, you can proceed with business activities efficiently and smoothly, including sales activities, marketing, and customer support.

※ When using YouTube as a storage location for videos for specific customers, please be careful to use the settings for public, private, and unlisted appropriately to prevent third parties from viewing confidential information.

Integration and Automation with Yoom is Recommended!

Good news for those who want to try the benefits and automation examples mentioned so far!
With Yoom, you can integrate and automate without programming skills or knowledge, using no-code.

If you haven't registered with Yoom, you can create an account here.
If you want to first check the operation, you can start with a free plan or try a paid plan trial.

Once your account registration is complete, try creating an integration and automation flow using Yoom.
We will explain in detail how to create the business flow using a template for the task of creating a HubSpot contact when a video matching a specific keyword is published on YouTube, which was introduced first in the previous examples.

Creating a business flow becomes even easier with a template. First, copy the template from the "Try it" link below.

How to Create a Contact in HubSpot When a Video Matching Specific Keywords is Published on YouTube

*Step 1 involves the app integration process. If you have already integrated, please start from Step 2.

Step 1: Integrate YouTube and HubSpot with My Apps

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 YouTube and HubSpot respectively and integrate the apps.
*For information on registering HubSpot with My Apps, please see here.

‍Step 2: Set a trigger to activate when a video matching specific keywords is published on YouTube

3. Open the copied template. (If you want to change the title, modify the red-framed part in the image below.)
To open the template manually, select the relevant template from My Projects and click "Edit" at the top right of the screen.

4. Click "App Trigger When a video matching specific keywords is published" from Flowbot.

5. Set "Select Linked Account and Action".
Modify the "App Trigger Title" as needed and click "Next".

6. Set the API connection for the app trigger.
・Trigger activation interval: Set an appropriate time according to your business needs.
・Search keywords: Enter the desired terms, referring to the note at the bottom of the field.

7. Conduct a test, and if successful, click "Save".

Step 3: Set an action to create a contact in HubSpot

1. Click "Integrate with App Create Contact" from Flowbot.

2. Set "Select Linked Account and Action".
Modify the title as needed and click "Next".

3. Set the API connection.
Enter the necessary parts of each item.
※ It is recommended to refer to the output of the video title obtained in Step 2 for the company name field.

4. Conduct a test, and if successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of creating a contact in HubSpot when a video matching specific keywords is published on YouTube.

Additionally, after automatically creating a contact with this procedure, it is possible to connect to the HubSpot action Add a Note to Contact. By adding necessary data such as the video ID (obtained from the output in Step 2) to the note, it becomes more convenient for information management.

Advanced Integration Flow of YouTube and HubSpot

We introduce two templates for integration and automation concerning YouTube and HubSpot.

Create a HubSpot Ticket When a Video is Published on YouTube

This is a template for the second automation example mentioned.
It can be used not only for follow-ups on deals but also for marketing tasks such as campaigns and promotions.

Add the Previous Day's YouTube Channel Report to Google Sheets

This is a workflow that integrates YouTube with Google Sheets.
It is a template set to automatically retrieve the previous day's YouTube channel report every morning at 10 AM and add it to Google Sheets.
By using this template, you can perform statistical analysis of viewing information for a specified YouTube channel. Additionally, it is possible to import the statistical information into HubSpot.

Summary

By integrating YouTube with HubSpot, you can automatically import YouTube information into HubSpot. Linking the imported data to customer information and other registered information on HubSpot can lead to increased efficiency in various operations such as sales activities, marketing, and customer support.
In addition to creating good video content, review how to utilize information related to posted videos to ensure smooth business operations.