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The speed of response to inquiries can influence customer satisfaction. Many people may want to respond as quickly as possible.
However, if other tasks are piling up or if there are inquiries that require a careful response, it may take some time to reply.
Therefore, this time we will introduce an app integration that makes it easier to quickly respond to forms created with HubSpot.
The apps to be integrated are HubSpot, Dify, and Chatwork. If you want to efficiently handle customer support, please make use of this information.
・Companies creating inquiry forms with HubSpot
・Those who want to quickly respond to inquiries from HubSpot
・Those who often struggle with responding to inquiries and want to respond efficiently
・Companies that want to improve work efficiency by utilizing Dify (generative AI)
・Companies using Chatwork as their main communication tool
By introducing this app integration, it becomes possible to automatically create response content for inquiries from HubSpot with Dify and send that content to Chatwork. Therefore, response speed may improve.
For example, if the response content to inquiries was previously created by the person in charge after researching manuals or precedents, it might have taken time and effort to think of the wording.
By utilizing Dify, a somewhat completed response content can be sent to Chatwork, eliminating the need to create a response from scratch, and improving response speed can be expected.
This integration allows both the inquiry content from HubSpot and the response from Dify to be sent to Chatwork, making it possible to refine the appropriate response content before replying.
For example, it is expected to become easier to delve into the content desired by the customer or to add supplements to the response content created by Dify, making it easier to determine a response that aligns with the customer's needs.
By refining the response content in this way, it may also lead to improved customer satisfaction.
If inquiries from HubSpot are automatically created with Dify and then sent to Chatwork, it may reduce the workload of the staff responsible for responding to inquiries.
For example, it might become easier to save time spent creating all the wording as before or reduce the number of times you need to research what kind of response should be made to the inquiry content.
Therefore, the possibility of making it easier to create response texts increases, and a reduction in workload can be expected.
Now, let's introduce the flow of integrating apps using Yoom.
First, let's register with Yoom.
Yoom offers a two-week trial. You can actually operate it and check the usability.
[What is Yoom]
This time, we will automate the process of "when there is an inquiry in HubSpot, create the response content with Dify and notify it in Chatwork" using the following template.
1. Click "View Details" on the top banner
2. Click "Try This Template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register
* If you have already registered, the login screen will be displayed, so please log in.
When the Flowbot template is copied to "My Projects", the above display will appear.
You will transition to a page like the image, so let's proceed with detailed settings.
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template
Click "【Copy】When there is an inquiry in HubSpot, create a response with Dify and notify Chatwork".
3. App Trigger
Select "When a form is submitted" from the HubSpot icon.
Press Next.
4. Specify the Launch Interval
You will transition to the page in the image.
Let's set the launch interval.
As shown in the image, you can set the launch interval from the dropdown.
You can select the launch interval for the trigger at 5, 10, 15, 30, or 60-minute intervals.
Please note that the shortest launch interval varies depending on the plan.
5. Form ID
Next, enter the Form ID. By clicking the box, a list will be displayed, so please select the inquiry form for which you want to create a response with Dify.
6. Execute Test
Press the test button, and if "Test Successful" is displayed in blue, press save.
* It is recommended to send an inquiry to HubSpot for testing purposes.
1. Integrate with the App
Click "Send Chat Message" from the Dify icon.
Since the title and other settings are complete, press Next.
2. Insert Question Content
Insert the content of the question to Dify. Click the box.
Click the red-framed HubSpot icon.
Since HubSpot inquiry data will be displayed, click to insert data equivalent to the inquiry content.
Note that these data items conform to the inquiry form you have prepared, so they may differ from the image, but the settings are the same.
Once inserted, it will look like the image.
3. Set userID
Please set according to the supplement at the bottom of the box.
4. Execute Test
Once the settings are complete, click the test button.
If "Test Successful" is displayed, it is complete. Press save.
Continue to set up sending to Chatwork.
5. Integrate with the App
Click "Send Message" from the Chatwork icon.
Since the title and other settings are complete, press Next.
6. Set the Room ID for Posting
Set the room ID to which Dify's response will be sent. Click the box.
Channels will be displayed in a list, so click to insert.
7. Set the Message Content
Continue to set the message to be posted to Chatwork. Click the box.
The outline is created, so insert data partially.
Click the red-framed HubSpot icon.
Since HubSpot data can be selected, click to insert data equivalent to "Inquiry Content" under the question content.
Continue to click the Dify icon.
Click to insert "Response Content" under Dify's response content.
8. Execute Test
Once the settings are complete as shown in the image, press the test button at the bottom of the screen.
If "Test Successful" is displayed, the settings are complete. Press save.
9. Turn ON the Trigger
When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
The Flowbot template used this time
When there is an inquiry in HubSpot, create a response with Dify and notify Chatwork
There are many examples of automation using Dify, HubSpot, and Chatwork at Yoom, so here are a few introductions.
1. Automatically generate and respond using Dify's chatbot when a message is posted on Chatwork
This usage is recommended for automatically responding to internal inquiries. It may help reduce the burden on the person in charge.
2. When a chat is initiated in Channel Talk, create a response with Dify and notify in Chatwork
If inquiries are being made through Channel Talk, you can also utilize this flow bot. Why not implement automation with your preferred tool?
3. Store form submissions from Hubspot in Google Sheets
You can also accumulate inquiries from the form in Google Sheets. This is useful if you want to analyze inquiries.
The integration of HubSpot, Dify, and Chatwork may enable efficient customer support. Utilizing Dify can make it easier to quickly create response content, potentially improving response speed.
Additionally, since there is no need to create response content from scratch, it is expected to reduce the workload of customer service representatives.
By implementing automation, it can save time and potentially allow tasks that previously took a lot of time to be carried out smoothly. Please take this opportunity to give it a try.
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