How to integrate HubSpot with kintone to register a new contact in kintone when it is added to HubSpot

Are you finding it challenging to repeatedly enter contact information registered in HubSpot into kintone?
When managing the same information across multiple tools, issues such as the hassle of repeated input, human error, and inconsistencies in information may arise.
These problems can potentially be solved by integrating the tools and managing the information centrally.
This article explains how to automatically register new contacts in kintone when they are registered in HubSpot.
It can be easily set up without coding, so those aiming to automate their work should find this helpful.

Recommended for

Those using HubSpot and kintone for customer management
Those who find the task of registering information between HubSpot and kintone cumbersome
Those who want to prevent input errors and duplicate data registration by integrating HubSpot and kintone
Those aiming for accurate management of customer data by integrating HubSpot and kintone

Benefits and Examples of Integrating HubSpot and kintone

Benefit 1: Improved Work Efficiency by Reducing Repeated Input

The task of repeatedly registering contact information from HubSpot into kintone is time-consuming and inefficient.
Especially if there are many items to register, the burden on the person in charge increases proportionally with the number of customers.
However, by integrating HubSpot and kintone, the task of registering customer information can be completed in one go.
For example, even if the task of registering customer information temporarily increases due to a campaign, this integration allows for efficient registration of customer information.
As a result, the time available for other tasks increases, leading to improved work efficiency.

Benefit 2: Reduction of Human Error

When manually registering customer information repeatedly, there is a risk of copy & paste mistakes, omissions, and duplicate registrations.
Such human errors during repeated registration can be prevented by integrating HubSpot and kintone.
For example, even if a new employee unfamiliar with the registration process is in charge, they only need to register accurate information in HubSpot, reducing human error.
Additionally, this automation is expected to reduce the burden of confirmation tasks on the person in charge.

Benefit 3: Improved Information Accuracy through Centralized Management

When managing customer information with two tools, there may be situations where the customer information differs between tools.
This also leads to unnecessary tasks of confirming the latest information.
By integrating HubSpot and kintone, customer information can be managed centrally, and the same information can be confirmed on both tools.
For example, managers responsible for managing customer information can use this integration to reduce situations where information differs between tools, thereby reducing the management burden.
As a result, they will be able to focus on important tasks.

Now, let's introduce the method of using the no-code tool Yoom to "register in kintone when a new contact is registered in HubSpot".

[What is Yoom]

How to Register in kintone When a New Contact is Registered in HubSpot

This method can be realized by receiving the registration of a new contact in HubSpot using HubSpot's API and registering it in kintone using the API provided by kintone.
Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.

This time, we will create it through the following major processes.

Register HubSpot and kintone as My Apps
Copy the template
Set the trigger for HubSpot, which serves as the starting point of the flow, followed by the kintone settings
Turn on the trigger button and verify the integration operation between HubSpot and kintone

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Connect HubSpot and kintone with My Apps

First, register HubSpot and kintone with My Apps to connect them to Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the next screen, search for HubSpot and kintone respectively and proceed to the next screen.

＜For HubSpot＞
※ To register with My Apps, you need to add permission to connect the app in HubSpot. Details are explained here.

・Select the account you want to connect on the above screen and click "Select Account".
Then, check the box on the screen below and click "Connect App" to complete the registration with My Apps.

＜For kintone＞

・Enter the subdomain, client ID, and client secret on the above screen and click "Add", then select "Authorize" on the screen below to complete the registration with My Apps.
※ The method to obtain each item required for My Apps registration is explained on the help page here.
※ If you cannot register with My Apps, please check the solution here.

Step 2: Copy the Template

Next, copy the template to connect HubSpot and kintone.

1. Open the link below.

2. Click "Try this template" to complete.

Step 3: Set up HubSpot Trigger

Set up the trigger action that will start the flow.
This flow is triggered when a contact is registered in HubSpot.

1. Select "My Projects" in the Yoom management screen and click "Register new contact in HubSpot and then register in kintone".
* You can change the template title on the next screen.

2. Click "App Trigger: New contact registered in HubSpot...".

3. Confirm the account linked with HubSpot and click "Next".
* Other items are set by default.

4. Set the trigger activation interval and click "Test".
* Trigger activation intervals are available at 5, 10, 15, 30, and 60 minutes, and the selectable time varies depending on the plan.
* The trigger action is checked once at each selected interval, and if executed, the flow bot is activated. If you want to reflect contact information immediately, a short interval setting is recommended.

5. If the test is successful, the information obtained from HubSpot will be displayed in the output.
If there are no issues, save it.

Step 4: Set up Registration in kintone

Finally, set up the registration of contact information obtained from HubSpot into kintone.

1. Click "Operate Database: Register contact information in kintone".

2. Confirm the account linked with kintone, set the app ID in the database linkage, and click "Next".
* Other items are set by default.
* The app ID can be selected from the "candidates" displayed when you click the frame.

3. Set the values for the records to be added.
Each item can be selected from the output "When a new contact is registered in HubSpot" displayed when you click the frame. (Values are displayed in double brackets)
This allows dynamic reflection of information that varies for each customer.
* You can also directly input values common to the entire company for each item.

4. After setting the necessary items, perform a test and save if successful.

5. Once the trigger is turned ON, contacts registered in HubSpot will automatically be registered in kintone thereafter.

If you have any questions about the flow introduced, please check the help page.

Other Automation Examples Using HubSpot and kintone

There are many other examples of automation using HubSpot and kintone at Yoom, so here are a few to introduce.

1. Storing Information Submitted from HubSpot Forms into kintone

When managing information collected from HubSpot forms in kintone, the registration process can be burdensome.
This integration allows the information submitted through the form to be automatically registered in kintone, reducing the workload for the person in charge.

2. Store new contacts added to HubSpot in kintone and notify via Google Chat

When customer information is registered and notifications are sent manually, there is a risk of errors such as missed communications.
By using this integration, you can automate the task of transferring data to kintone and reporting completion, which is expected to improve operational efficiency.

3. Create a folder in Google Drive when a new company is registered in HubSpot

Every time you register a company in HubSpot, manually creating a folder can lead to omissions or time lags.
With this integration, folders are automatically created, preventing human error and enabling smooth business operations.

Summary

By integrating HubSpot and kintone, you can reduce the repetitive task of registering customer information.
Additionally, it can prevent human errors when registering in kintone and maintain data consistency between tools.
As a result, the burden of registration and management is simultaneously reduced, leading to overall operational efficiency.
The integration of HubSpot and kintone can be implemented without code by using Yoom.
By referring to this article, you can easily set it up, so be sure to achieve automation with HubSpot and kintone.