How to integrate HubSpot with Hot Profile to automatically register leads in Hot Profile when a contact is created in HubSpot

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Step 1: Connect HubSpot and Hot Profile to My Apps

1. How to register HubSpot

Click "My Apps" and select HubSpot from "New Connection".

Select the HubSpot account you want to connect with Hot Profile and press "Select Account".

When the screen changes, check the box and click "Connect App".

2. How to register Hot Profile
Next, select Hot Profile from "New Connection".

The new registration screen for Hot Profile will be displayed, so please refer to the annotations, enter the above items, and click "Add".

Next, please click "Try it" below.
Let's create a flow right away!

Step 2: Setting the Trigger to Activate When a Contact is Created in HubSpot

First, click on "When a new contact is created".

This page is already set up.
You can change the title as you like.
Make sure the trigger action is set to "When a new contact is created" and click "Next".

Select the trigger activation interval.
Note: Depending on the plan, you may not be able to select the activation interval.

Once you have set the activation interval, create a test contact in HubSpot.

Click "Test" to output the contact information you just created, then save the settings after confirming.

Step 3: Registering Leads in Hot Profile

Next, click on the "Register Lead" item.

As before, this page is already set up.
You can change the title as you like.
Confirm that the action is selected as "Register Lead" and proceed to the next step.

Enter the company ID where you want to register the lead information.
Other than the company ID, the information is already set, so no changes are needed.

It is set up to automatically register the information of "Last Name", "First Name", "Phone Number", "Email Address", and "Mobile Phone Number" from the contact created in HubSpot to the lead in Hot Profile.

If there is other information you want to automatically retrieve, set it as shown in the image above.
How to automatically retrieve the last name: Click inside the box and click "Last Name" within "When a new contact is created".
If {{Last Name}} is displayed in the box, it's OK!

Once the setup is complete, perform a test and click "Save" if the output is retrieved.

Step 4: Turn ON the Trigger

With this, the flow is complete! The image above will be displayed, so select "Turn ON Trigger".

Introduction to Other Automation Examples Using Hot Profiles

1. This is a flow that automatically registers tasks with set deadlines in Hot Profiles to Google Calendar.
By utilizing this flow, you can automatically add events to Google Calendar, which helps maintain the accuracy of shared information and prevents registration omissions, ensuring reliable task management.

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2. This is a flow where AI automatically extracts email signature information and checks with the person in charge whether to register it as business card information in Hot Profile.
By utilizing this flow, when an email is received, AI automatically reads the signature information and checks with the person in charge whether to register it as business card information in Hot Profile.
Business card information is registered only when approved by the person in charge, preventing the registration of unnecessary information and improving the efficiency of customer management.

3. This is a flow that automatically transcribes and summarizes the content after a Zoom meeting ends, and registers it in the Hot Profile report management.
By utilizing this flow, meeting participants can reduce the effort of creating minutes and potentially streamline the review of meeting content and the next actions.

Summary

We introduced a method to integrate HubSpot with Hot Profile, allowing leads to be automatically registered in Hot Profile when a contact is created in HubSpot.
This automation can potentially reduce typos and omissions in lead management, thereby improving efficiency.
Additionally, it can enhance data consistency between different systems, facilitating smoother customer management.
By utilizing Yoom, automation can be achieved easily with simple operations.
It is also possible to integrate with applications other than HubSpot and Hot Profile.
Try it for free today!