How to integrate HubSpot with Misoca and add a client from HubSpot to Misoca

I think you are using different tools for work across departments. For example, if the sales department uses HubSpot and the accounting department uses Misoca, how do you register customer information? If you are manually transferring information, it can be time-consuming and labor-intensive. In this article, we will introduce how to "Add a Business Partner from HubSpot to Misoca" by integrating HubSpot and Misoca. Additionally, we will explain in detail how to create a flow bot using Yoom, which allows app integration without programming. Please take a look. Recommended for: - Those using HubSpot and Misoca - Those who want to automate data entry between HubSpot and Misoca - Those who want to improve the efficiency of information sharing between the sales and accounting departments Benefits and Examples of Integrating HubSpot and Misoca Benefit 1: Reducing and Streamlining Data Entry By integrating HubSpot and Misoca, you can automate the task of manually adding information. This will reduce the burden of administrative work and improve operational efficiency. For example, suppose sales add a business partner to HubSpot. Manually, it requires effort and labor for input. The task of the accounting staff manually adding information to Misoca is automated, allowing them to focus on their primary duties. By shortening the time spent on data entry, you can spend time on important tasks such as creating invoices, potentially improving work productivity. Benefit 2: Preventing Business Mistakes through Centralized Information Management By integrating HubSpot and Misoca, you can prevent registration errors and omissions. This will allow you to manage accurate information between tools. For example, suppose the accounting staff manually accesses HubSpot to add information to Misoca. When performing many registrations manually, you may forget to input or have the hassle of switching between different tools. By integrating HubSpot and Misoca, you can share accurate business partner information. As a result, the person in charge can check the information without switching between different tools. Benefit 3: Facilitating the Next Action By integrating HubSpot and Misoca, information is automatically added, allowing you to quickly start tasks such as invoice creation. For example, suppose sales register business partner information in HubSpot. Once registered, it is immediately added to Misoca, allowing for speedy invoice creation. This creates an environment where the accounting staff can smoothly proceed with their work, potentially improving the speed of operations. Now, let's introduce how to "Add a Business Partner from HubSpot to Misoca" using the no-code tool Yoom. [What is Yoom] How to Manage Content Added to HubSpot in Misoca By utilizing this flow bot, you can automate the task of manually adding information. This will reduce the effort and labor of inputting, allowing for smoother operations. We will proceed with the following processes in broad terms: - Register My Apps for HubSpot and Misoca - Copy the template - Set triggers and actions - Turn on the trigger and check the operation You can issue a Yoom account from here. If you already have an account, please log in!

Step 1: Connect HubSpot and Misoca with My App

First, let's connect Yoom with the app.

1. Register My App in HubSpot

Select My App displayed at the top left of Yoom's workspace.
Next, click on New Connection and select HubSpot.

Click on "Sign in to your HubSpot account".

Enter your password and click Login.

Enter the code.

Select your account.

You have now registered My App in HubSpot.

2. Register My App in Misoca

Similarly, click My App → New Connection → Misoca.

Enter your email address.

Enter your password.

You have now registered My App in Misoca.

Step 2: Copy the Template

Copy the template you will use to My Project in Yoom.
Click on the banner below.

Click to move to Yoom's template site.
Click "Try this template" displayed on the screen.

Once clicked, it will display that the template has been copied, so click "OK".

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Now the template has been copied.

Step 3: Install the Extension

This time, we will create a Flowbot using a Chrome extension.
Click "Install the Extension" to proceed with the installation.

Click "Add to Chrome".

Click "Add Extension".

The Chrome extension setup is now complete!

Step 4: Set the Trigger for the Chrome Extension

Let's set up the Flowbot.
Click "Launch from Company Details Page".

1. Select the linked account and action for the app launched by the extension

・The title is pre-set but can be changed.
・Check the account information linked with HubSpot.
・Select "Launch from Company Details Page" as the action when launching from the extension.
・Once set, click "Next".

2. API Connection Settings for the App Launched by the Extension

・Enter a sample URL for the launch page.
・Once entered, click Test.

If the test is successful and the HubSpot output is obtained, save it.

Step 5: Set the Action for Misoca

This is the final step.
Click "Create Client" to proceed with the setup.

1. Select the Linked Account and Action

・The title can be changed.
・Check the account information linked with Misoca.
・Select "Create Client" as the action.
・Once set, click "Next".

2. API Connection Settings

・For the client name, select "Company Name" obtained from HubSpot from the output.
・Once entered, click Test and save.

Once saved, a notification will appear indicating that the template setup is complete, so click "Turn on Trigger".

The Flowbot is now complete.

Other Automation Examples Using Misoca

Yoom offers a variety of templates.
This time, we will introduce three templates that utilize Misoca.

1. This template registers a client in Misoca when a row is added to a Google Spreadsheet.

Manually transferring information from Google Spreadsheets can lead to input errors or omissions.
If you can input automatically, it will help prevent human errors and improve work efficiency.

2. This is a template for sending a message to a Slack channel when a new invoice is created in Misoca.

When an invoice is created, it is automatically notified in Slack, which is expected to prevent omissions in invoice creation or errors in the content.
Additionally, notifying through a chat tool can reduce the risk of forgetting to check the information.
This is expected to facilitate smooth invoice creation operations and deliver accurate invoices to customers.

3. This is a template for creating a client in Misoca when a record is registered in kintone.

You can reduce the task of manually adding information to kintone.
Manual work can be tedious and labor-intensive, and you may find it inefficient.
By automating the input, the burden of administrative tasks is reduced, potentially improving work efficiency.

Summary

By integrating HubSpot and Misoca, you can reduce the manual task of adding information.
Additionally, it prevents input errors and omissions, allowing you to manage accurate information across different tools.
With reduced administrative tasks, you can spend more time on activities like invoice creation, ensuring smooth accounting operations.
Furthermore, by utilizing Yoom, you can integrate apps and create flow bots without needing complex knowledge like programming.
It's easy to set up with simple operations, making it accessible even for beginners.
Why not take this opportunity to integrate HubSpot and Misoca to automate your data entry tasks?