How to integrate Hot Profile with HubSpot to automatically add lead information from Hot Profile to HubSpot

By utilizing Hot Profile and HubSpot, you can conduct sales activities more efficiently, but it requires the effort of entering information into each different app.
By incorporating this automation flow, you can eliminate the hassle of manual input.
Furthermore, centralizing lead management may also reduce working time.
This article explains in detail how to set up automation and how it can be utilized.

Recommended for

・Those who use Hot Profile and HubSpot regularly
・Those who spend time manually entering lead information into HubSpot
・Those who feel uneasy about data management across multiple tools
・Managers aiming to improve lead management accuracy and work efficiency
・Team managers looking to reduce data entry errors

Benefits and Examples of Integrating Hot Profile and HubSpot

1. Reducing Workload

With the integration of Hot Profile and HubSpot, when a lead is created, a contact is automatically added to HubSpot, eliminating the need for manual information entry.
For example, when a new lead is automatically identified by Hot Profile, it is directly registered in HubSpot.
By reducing the time spent on manual input of information into different apps, sales representatives can quickly take the next action.

2. Consistent Lead Information Management

The introduction of integration and automation between Hot Profile and HubSpot centralizes lead information management.
For instance, leads generated in Hot Profile are directly added as contacts in HubSpot, preventing information from being scattered across multiple tools and ensuring smooth lead management.
With consolidated information, accurate approaches become possible, and improvements in sales activity accuracy can be expected.

3. Reducing Errors During Work

Automating the registration tasks of Hot Profile and HubSpot is expected to reduce data errors from manual input and improve data consistency.
For example, when managing leads, information input across different apps was necessary, and there was a possibility of transcription errors or duplicate registrations when creating contacts.
By utilizing automation, such errors are reduced, allowing actions based on accurate and consistent data.
You may be able to improve your sales strategy based on data and proceed with activities more effectively.

[What is Yoom]

Now, let's actually create a flowbot using the template "Create a contact in HubSpot when a lead is created in Hot Profile".

How to Create a Hot Profile and HubSpot Integration Flow

The process to complete the flow will proceed as follows.

・Integrate Hot Profile and HubSpot with My Apps
・Copy the template
・Set triggers in Hot Profile and configure HubSpot
・Turn on the trigger

Let's proceed with the new connection of the apps to be integrated.

・Integrate Hot Profile and HubSpot with My Apps

(1) First, connect the Hot Profile to My Apps.
After logging into your Yoom account, click "My Apps" on the left column and search for Hot Profile from "New Connection".

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Search for and click the Hot Profile app icon.

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(2) Enter the "Account Name", "Access Token", and "Domain" of the Hot Profile you want to integrate.
After entering the information, click [Add].
The first Hot Profile connection is now complete.

(3) Next, integrate the HubSpot app.
Select HubSpot in the same way as registering Hot Profile with My Apps.

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(4) Click the app icon to move to a screen like the one above, and if you already have an account, click [Sign in to HubSpot Account].
(If you need to create a new account, select [Create a New HubSpot Account] and create an account.)

(5) Click [Sign in to HubSpot Account] and proceed to the screen where you enter your email address → password.
After entering the password, an authentication code will be sent, so complete the authentication.

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(6) After authentication, proceed to a screen like the one above and select the relevant account.
Click the blue circle as indicated by the red frame to select the account, and click [Select Account].

After clicking, you will move to the My Apps screen of your Yoom account with the two apps added.
Now, the two apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try This Template" in the template below.

The template will be copied, so click the "OK" button.

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Please move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・Hot Profile Trigger Setup

(1) First, set up the app trigger for the hot profile.

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From the My Projects on the left side of your Yoom account screen, click "【Copy】Create a contact in HubSpot when a lead is created in Hot Profile".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click on the trigger "When a lead is created".

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(3) Enter the account information for the hot profile to be linked and click [Next].

(4) On the next screen, enter the "Trigger Activation Interval".

Select any of the following for the "Trigger Activation Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The trigger activation interval varies depending on the plan, so please be careful.

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(5) Click [Test], and if there are no issues, click [Save].
In this step, you can obtain information as output as shown below.
The output information can be quoted and utilized in the subsequent steps, as noted in "This value can be used in other operations."

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・HubSpot Setup

(1) Finally, click on the second action "Create Contact".

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(2) Enter the account information for HubSpot to be linked and click [Next].

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(3) On the next screen, enter information in fields such as "Company Name" and "Email Address".
When you click the input bar, you can also utilize the output obtained in the previous step, as shown in the screen below.

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(4) After entering the information, click [Test], and if there are no issues, click [Save].
This completes the setup.

・Turn ON the Trigger

By clicking the red frame part "Turn ON the Trigger" on the screen below, the flow bot will start automatically.

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Here is the template used this time

Other Automation Examples Using Hot Profile

There are other examples of automation using Hot Profile in Yoom, so let me introduce a few.

Register a Lead in Hot Profile When a Lead is Created in Zoho CRM

By utilizing this flow, when a lead is created in Zoho CRM, the lead information is automatically registered in Hot Profile.
Automating the registration of leads into Hot Profile eliminates the need for manual work and helps prevent human errors.

Create a lead in Zoho CRM when a lead is created in Hot Profile

This flow automatically adds lead information created in Hot Profile to Zoho CRM.
By automating lead creation in Zoho CRM, manual data entry is no longer necessary, which can improve business speed and accuracy.

Create a lead in Microsoft Dynamics365 Sales when a lead is created in Hot Profile

This flow is recommended for those who want to maintain high accuracy of information.
By automating lead creation, you can prevent human errors from manual entry and maintain the accuracy of the information registered in Microsoft Dynamics365 Sales.

Summary

The integration of Hot Profile and HubSpot introduced this time is expected to contribute to the efficiency of sales activities.
Additionally, by reducing manual work time and errors, the sales team may be able to operate more strategically.
As a result, it is anticipated that the accuracy of lead management will improve, and the team's productivity will also increase.

Please take advantage of Yoom to experience automation through app integration.