How to integrate HubSpot with Chatwork to notify when a lead is registered in HubSpot contacts

In sales and marketing activities, many people want to manage new leads efficiently and respond quickly.
However, missing lead information or delays in information sharing within the team can often lead to missed business opportunities.
One method to focus on is integrating HubSpot with Chatwork. By utilizing a system where you receive automatic notifications in Chatwork when a new lead is registered in HubSpot, you can expect to improve the speed of information sharing.
This article will explain in detail the benefits of this integration and how to implement it.

Recommended for

・People who want to manage lead information efficiently
・Team leaders who want to smooth out information sharing
・Sales representatives who prioritize quick follow-ups

Benefits and Examples of Integrating HubSpot and Chatwork

Benefit 1: Prevent Missing Information

When a new lead is registered in HubSpot, a notification is automatically sent to Chatwork.
This system can reduce the risk of missing important lead information by the person in charge.
Especially when handling multiple projects simultaneously, the chances of lead information getting buried decrease, and you can potentially respond immediately to high-priority projects.
For example, even when sales representatives are out or in meetings, they can check the notification content using their smartphone or tablet and plan the next action immediately. Additionally, timely notifications save the trouble of frequently checking if "necessary information has arrived," providing peace of mind and improving efficiency.

Benefit 2: Easy Information Sharing Within the Team

By utilizing Chatwork's group chat function, new lead information registered in HubSpot can be shared with the entire team.
Since lead information is automatically notified, you can decide on the spot who will handle which lead, preventing issues like missed responses or duplicate assignments.
For example, if the sales team uses a single chat room, everyone receives a notification every time a new lead is registered. By checking that notification, the response status and progress of the lead are shared, and it is expected to facilitate smooth collaboration among members.
This efficient information sharing through integration is particularly useful in projects involving multiple people.

Benefit 3: Improved Work Efficiency

By integrating HubSpot and Chatwork, the hassle of manually transcribing lead information is eliminated, and the overall efficiency of business processes is expected to improve.
By automating the recording and sharing of lead information that was previously done manually, the person in charge can focus more on higher value-added activities.
For example, the time spent by sales representatives checking lead information and entering it into another tool is reduced, allowing more time for proposal preparation and customer interaction. Furthermore, while human error is always a possibility with manual work, automation is expected to reduce that risk.
Such efficiency improvements can enhance the overall speed of operations within the organization and reduce the burden on the person in charge.

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How to Create a HubSpot and Chatwork Integration Flow

Now, let's create a flow together using a template where "when a lead is registered in HubSpot's contact, a notification is sent to Chatwork"!

The template we will use this time can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Creation Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom."

Yoom Account Creation Page

Getting Started with Yoom

Now, let's get started together!

Step 1: Integrate HubSpot and Chatwork with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection."

(2) From the list of new connections in My Apps, click HubSpot.
(3) If you have an account, click "Sign in to your HubSpot account."

(4) Enter your email address and password on the login screen and log in.
For details on how to register My Apps in HubSpot, please see the site below.‍

How to Register My Apps in HubSpot

(5) Next, integrate Chatwork. Similarly, click Chatwork from the list of new connections in Yoom.
(6) Log in with your account.
(7) An image like the one below will appear, click "Allow."

Once the integration is complete, HubSpot and Chatwork will be registered in Yoom's My Apps.

This completes the registration of My Apps.
Next, let's set up triggers using templates!

Step 2: Setting When a Contact is Created by Integrating with HubSpot

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When a new contact is created" in the app trigger.

(2) From the "Select connected account and action" screen in HubSpot, verify that there are no errors in the account information connected to HubSpot, keep the trigger action as "When a new contact is created," and click "Next."

(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Note: The shortest trigger activation interval varies depending on the plan, so please be careful.

Once the selection is complete, click "Test" at the bottom, and if no errors occur, click "Save."

Step 3: Send a message by integrating with Chatwork

(1) Next, integrate with Chatwork to send a message.
Click "Send a message."

(2) From the "Select connected account and action" screen in Chatwork, verify that there are no errors in the account information connected to Chatwork, keep the action as "Send a message," and click "Next."

(3) From the "API Connection Settings" screen, select the room ID from the candidates.

Scroll down, and the text entered in the message content will be notified in Chatwork.

Once the input is complete, click "Test," and if no errors occur, click "Save."
(4) Finally, click "Turn on Trigger."

This completes the flowbot for "Notify Chatwork when a lead is registered in HubSpot contacts."

Other Automation Examples Using HubSpot and Chatwork

At Yoom, we have many other examples of automation using HubSpot and Chatwork, so let us introduce a few.

1. Notify Chatwork when a form is submitted to HubSpot

By utilizing this flow, you can automatically notify Chatwork of form submission information. This is expected to save the effort of manual notifications. Additionally, it will eliminate information gaps among team members and enable smooth information sharing.

2. Notify Chatwork when a new contact is registered in HubSpot

When a new contact is registered in HubSpot, it automatically notifies Chatwork. This is expected to save the effort of notifying Chatwork every time a new contact is registered. You can also freely customize the content of the notification message.

3. When the specified schedule is reached, create an event in Google Calendar and create a note in collaboration with HubSpot

By specifying the schedule, a series of processes can be automatically created, reducing the effort of manual work. Additionally, by specifying the schedule in advance, you can prevent omissions in tasks.

For those who want to check templates using HubSpot and Chatwork, please visit the following site.

List of Flowbot Templates Using HubSpot

List of Flowbot Templates Using Chatwork

Summary

The integration of HubSpot and Chatwork is expected to enhance the efficiency of sales and marketing! By sharing lead information in a timely manner, you can prevent missed responses and ensure smooth collaboration across the team. Additionally, by reducing manual workload and enabling swift actions, you can establish a system that doesn't miss valuable business opportunities. This mechanism is particularly suitable for organizations seeking accuracy in information and operational efficiency.
Why not integrate HubSpot and Chatwork to evolve your daily operations to the next stage?