How to integrate HubSpot with Misoca to create a quote in Misoca from HubSpot

Step 1: Connect HubSpot and Misoca 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 on 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 more details on how to register My Apps in HubSpot, please visit the following site.
How to Register My Apps in HubSpot
(5) Next, connect Misoca. Similarly, click on Misoca from the list of new connections in Yoom.
(6) Log in with your ID from the Misoca login screen.

Once the connection is complete, HubSpot and Misoca will be registered in My Apps on Yoom.

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

Step 2: Launch from the Company Details Page Using the Chrome Extension Trigger

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

Click on "Launch from Company Detail Page" in the Chrome Extension Trigger.

(2) From the "Select Integration Account and Action for App Launched by Extension" screen, you can directly trigger from HubSpot using the Chrome extension trigger.
Refer to the following site for instructions on setting up triggers using the Chrome extension.

How to Set Up Triggers Using Chrome Extension

Scroll down, verify that there are no errors in the account information linked with HubSpot, keep the action as "Launch from Company Detail Page," and click "Next."

(3) From the "API Connection Settings for App Launched by Extension" screen, check the red line and enter the sample URL of the launch page.

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

Step 3: Integrate with Misoca to Obtain the Destination ID Linked to the Client

(1) Next, integrate with Misoca to obtain the destination ID linked to the client.
Click on "Obtain Destination ID Linked to a Specific Client."

(2) From the Misoca "Select Integration Account and Action" screen, verify that there are no errors in the account information linked with Misoca, keep the action as "Obtain Destination ID Linked to a Specific Client," and click "Next."

(3) From the "API Connection Settings" screen, select the client ID from the output.
By selecting from the output, you can reference information from HubSpot.

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

Step 4: Integrate with Misoca to Create a Quotation

(1) Next, integrate with Misoca to create a quotation.
Click on "Create Quotation."

(2) From the Misoca "Select Integration Account and Action" screen, verify that there are no errors in the account information linked with Misoca, keep the action as "Create Quotation," and click "Next."

(3) From the "API Connection Settings" screen, select the required fields such as issue date, destination ID, and quotation details from the output.
Other fields are not mandatory. Please enter information where necessary.
Additionally, by selecting the expiration date from the date as shown in the image below, you can save the effort of changing the date.

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

This completes the flowbot for "Creating a Quotation in Misoca from HubSpot."

Other Automation Examples Using HubSpot and Misoca

At Yoom, we have other examples of automation using HubSpot and Misoca, and we would like to introduce a few of them.

1. Create an Invoice in Misoca from HubSpot

By utilizing this flow, you can create an invoice in Misoca with one click based on information from HubSpot. This will save you the trouble of manually creating invoices and help you save time. It is especially recommended for sales and accounting personnel.

2. Add a Client from HubSpot to Misoca

By utilizing this flow, you can add a client from HubSpot to Misoca with just one click. This is expected to improve the speed of operations. Additionally, by reducing manual input, you can lower the risk of human error. This flow is recommended for those who want to efficiently manage information.

3. Notify a Microsoft Teams channel when a new quote is created in Misoca

By integrating Misoca with Microsoft Teams, notifications are automatically sent to Microsoft Teams as soon as a quote is created in Misoca. This eliminates the need for manual notifications and facilitates smooth information sharing with the responsible parties. Additionally, you can set notification members and channels, allowing for flexible responses.

Additionally, if you would like to check templates using HubSpot or Misoca, please visit the following sites.

List of Flowbot Templates Using HubSpot

List of Flowbot Templates Using Misoca

Summary

By integrating HubSpot and Misoca, you can achieve efficiency in creating estimates, reduce errors, and respond to customers quickly, potentially improving the overall quality of sales activities!
Eliminating the hassle of data entry and switching between tools allows you to build a simple and productive workflow, which is a significant advantage. Additionally, centralized management of history makes it easy to check past deals and estimates, facilitating smooth customer interactions.
Companies aiming to improve the efficiency of their sales teams should definitely take advantage of this integration!