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How do you handle data that should be quickly shared with members or representatives, such as inquiries submitted through HubSpot forms, in addition to the data registered in HubSpot?
In most cases, it remains as is until a representative checks it directly in HubSpot, or if it's urgent, the data is often manually forwarded via separate chat tools.
Actually, all these manual tasks can be automated!
<span class="mark-yellow">By automating, you can send data and notifications more quickly and smoothly than doing it manually, which should improve work efficiency!</span>
In this article, we will explain in detail, with images, how to automate tasks using HubSpot.
Even without difficult technical knowledge, you can implement automation, so make sure to check it out!
Yoom offers templates for automating workflows using HubSpot!
If you want to try it right away, click the banner below to get started!
There are several ways to automatically notify HubSpot data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience HubSpot's automatic updates. Registration takes just 30 seconds, so feel free to give it a try!
This is a flow where notifications are sent to chat tools like Google Chat, starting from a customer management app like HubSpot.
You can easily check updates in chat without having to constantly visit HubSpot, making information sharing easier and more convenient.
This flow starts with a marketing app like HubSpot and sends or forwards messages using email tools like Outlook.
By automating the sending of frequently used messages, you can prevent manual sending errors and omissions, providing peace of mind!
Let's get started by creating a flow that automatically writes and transfers data to HubSpot!
This time, we'll proceed with the setup using Yoom, a no-code platform!
If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flow bot that notifies Google Chat when a deal is created in HubSpot!
The creation process is broadly divided into the following steps.
First, log in to your Yoom account.
If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on + Add.
2. You can search by app name in the input field.
Let's register HubSpot as My Apps!
Enter HubSpot in the input field, and the HubSpot icon will appear. Click on the HubSpot icon.
1. The following screen will appear.
Click on "Sign in to your HubSpot account".
2. The login screen will appear, so please log in.
For detailed instructions on how to register My Apps in HubSpot, please refer to the following link.
How to Register My Apps in HubSpot
Integration with Google Chat is only possible with Google Workspace.
For details, please refer to here.
Search for Google Chat in the same way.
Click on Google Chat (OAuth).
1. The following screen will appear.
Click on "Sign in with Google".
2. Enter the Client ID and Client Secret.
For detailed instructions on how to register My Apps in Google Chat, please refer to here.
Once you have finished entering, click "Register".
Once My Apps registration is successful, the following screen will appear.
Check if the icons for HubSpot and Google Chat are displayed on the My Apps screen.
Click on "Try it" from the link below.
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
First, click on the icon at the top that says "When a new deal is created".
Set up the account information to integrate with HubSpot.
Select "When a new company is created" as the trigger. Once the setup is complete, click "Next".
Set the trigger activation interval!
You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
The shortest time you can set depends on the plan you are using,so it's safe to check in advance in this article.
Once the setup is complete, click Test.
If the test is successful, the information obtained from HubSpot will be displayed as output as shown below.
If you are interested in the details of the output, please check the following link.
About the output
Once the test is successful, don't forget to click "Save"!
Finally, click on the "Send Message" icon.
Set up the account information to integrate with Google Chat.
Select "Send Message" as the action.
Once the setup is complete, click "Next".
Set up each item.
Once the setup is complete, test to ensure it works properly.
If there are no issues, save and you're done!
Thank you for your hard work! The setup is now complete.
Once the setup is complete, the following screen will be displayed.
Click "Turn on the trigger" to activate the Flowbot.
This is how you can notify Google Chat when a deal is created in HubSpot!
In addition, you can automatically create meetings when a new contact is registered, or automatically transfer data from advertising tools!
We introduced how to automatically send HubSpot data to chat tools and forward it via email tools using the no-code tool Yoom!
This makes it easier to quickly notice inquiries and new leads, and increases the likelihood of smoothly sending first messages, among other things.
Improving response speed can also efficiently facilitate the transition to nurturing!
Additionally, this automatic sending and forwarding can be easily achieved using Yoom, which requires no programming!
Since no programming is required, it's easy to implement, and you can set it up smoothly even without specialized knowledge!
Take this opportunity to reduce your workload and create a comfortable working environment by registering with Yoom now and implementing automation!
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