How to integrate HubSpot with kintone to automatically add entries to kintone when a HubSpot form is submitted

How to Connect HubSpot and kintone to Yoom

To integrate HubSpot and kintone, you need to register an app with Yoom by completing the My App Registration.
For information on registering your HubSpot app, please refer to here to register.
Similarly, kintone can be registered here just like HubSpot.
Once the My App Registration is complete, check your My Apps section, and if HubSpot and kintone are listed, the registration is complete.

Next, copy the template to My Project and create a Flow Bot.
If you haven't copied it yet, please copy the Flow Bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the redirected page
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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How to Store Information Submitted from HubSpot Form into kintone

This time, we will challenge the creation of a flow to "store information submitted from a HubSpot form into kintone".
There are only two steps, so you can create it quickly.

1. Set the trigger to activate with information submitted from a HubSpot form
2. Set the action to store in kintone

Once logged into Yoom, select the project you want to create a flow for from the "Project List" on the left.
If you are creating a new project, please create it from the "+" next to the "Project List".
Since we are creating a new flow, start with "Create New" → "Create from Scratch".

Enter the "Title" and "Description" yourself, and select "When a specific app event is received" as the condition for the flow bot to activate.

Enter the "App Trigger Title" yourself and set the "Trigger Action" to "When the form is submitted".

Once you have moved to this screen, set the "Trigger Activation Interval" yourself.
(Trigger activation interval → You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes. * The selectable content of the activation interval changes depending on the plan.)
Select the "Form ID" from the candidates.
Click "Test" → "Test Successful" → "Save".

Next, move on to setting the action to store in kintone.
Click the "+" at the bottom of the Kintone app trigger you set earlier.
When the following screen is displayed, select "Operate Database" and click kintone.

When the following screen is displayed, enter the "Title" yourself and set the "Execute Action" to "Add Record".
In the "Database Integration" field, enter the "App ID".
The app ID is the part "/k/●●●/" in the app URL.

When the following screen is displayed, enter the values for the records to be added.
Click the input field for the item to select the HubSpot output, then click the red frame.
Select the output that matches the item.
Once all inputs are complete, click "Test" → "Test Successful" → "Save".

Once the settings up to this point are complete, all that's left is to turn the trigger "ON".

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Advanced Integration Flow between HubSpot and kintone

This time, we introduced a flow where "information submitted from a HubSpot form" is "stored in kintone."
Being able to save HubSpot form content in kintone is a very convenient feature as it eliminates the need for manual input.
However, what you can do with Yoom is not limited to this.
We will introduce advanced flows using HubSpot and kintone, so please try implementing the flow bot.

The first flow is "When a new contact is added to HubSpot, store it in kintone and notify Google Chat."

This template follows the flow below.

1. When a new contact is registered in HubSpot
2. Register the contact information in kintone
3. Notify in Google Chat

By using this flow, you can eliminate the hassle of entering data multiple times in each application.
Additionally, it helps prevent common information omissions and errors that occur with manual entry.

The second flow is "Create an invoice from the HubSpot contact page and send an email to Outlook."

This template follows the flow below.

1. Launch from the contact details page
2. Register billing items
3. Issue documents
4. Send email

By using this flow, you can automatically handle everything up to invoice creation just by setting information such as billing items and amounts.
It registers billing items and issues documents, reducing the burden of work.
Additionally, you can add approval from a person in charge during the flow, allowing you to thoroughly check the billing details.

Summary

In this article, we explained the flow of "storing information submitted from HubSpot forms into kintone."
By using this flow, you can centrally manage customer information and easily manage transaction information.
The integration of HubSpot and kintone will greatly expand the scope of operational efficiency.

There are many more app integrations you can do with Yoom, so try connecting with various apps.
Also, Yoom offers a two-week free trial, so take full advantage of it to save time on your tasks.