JUST.DBとHubSpotの連携イメージ
How to Integrate Applications

2024/12/16

Integrating JUST.DB with HubSpot: How to Automatically Add Contacts to HubSpot When a Record is Registered in JUST.DB

m.wadazumi

In sales and marketing activities, it is crucial to approach contacts promptly. By automatically reflecting the contact information registered in JUST.DB to HubSpot, it may aid in sales and marketing activities. This automation frees you from the cumbersome task of manual entry, allowing for accurate data transcription. Additionally, it facilitates data sharing between different departments, potentially enhancing communication. Recommended for: - Sales representatives spending too much time on manual data entry - Marketing personnel looking to streamline their marketing activities - Those who want to share contact information within their team Benefits and Examples of Integrating JUST.DB and HubSpot Benefit 1: Reducing the burden on personnel With contact information registered in JUST.DB automatically reflected in HubSpot, personnel are freed from transcription and verification tasks. This prevents data entry errors and omissions, allowing for accurate contact information management. For example, by simply adding contact information to JUST.DB, it is also reflected in HubSpot, freeing up time to focus on other tasks. Additionally, by quickly transcribing contact information to HubSpot, the sales team can check HubSpot and conduct sales activities based on the data. Benefit 2: Facilitating marketing activities With contact information from JUST.DB automatically added to HubSpot, marketing activities can be conducted at the right time. For example, when contact information is automatically added to HubSpot, you can approach each contact appropriately. In marketing activities, a quick approach is crucial, so reducing the time to register contacts is a significant advantage. Smooth marketing activities like this may ultimately lead to customer acquisition. Benefit 3: Easing data sharing By integrating JUST.DB and HubSpot, data sharing between different departments becomes easier. For example, by adding contact information to JUST.DB, members of different departments can also check the contact information. This eliminates the hassle of confirming contact information with other departments, allowing for smooth business operations. Additionally, the ability to quickly proceed with tasks in each department is a significant advantage. Now, let's explain how to use the no-code tool Yoom to "add a contact to HubSpot when a record is registered in JUST.DB." [About Yoom] How to Create a JUST.DB and HubSpot Integration Flow By receiving contact information added to JUST.DB via API and using HubSpot's API to add contact information, automation can be achieved. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge. The integration flow is broadly created through the following processes: - Register JUST.DB and HubSpot as My Apps - Copy the template - Set the trigger for JUST.DB, which serves as the starting point of the flow, and configure the subsequent HubSpot operations - Turn on the trigger button and verify the integration operation between JUST.DB and HubSpot If you haven't used Yoom yet, please register for free from here. If you are already using Yoom, please log in.

Step 1: Register JUST.DB and HubSpot as My Apps

Register JUST.DB and HubSpot as My Apps to connect them to Yoom.
By registering them as My Apps in advance, you can smoothly set up automation.

First, register JUST.DB as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so find JUST.DB from there or search for it in the search bar.

When the following screen appears, set the "Account Name" and "Access Token".

Next, register HubSpot as a My App.
Search for HubSpot in the list or use the search function, just like before.
The following screen will appear, so sign in to HubSpot.

Once both My App registrations are complete, JUST.DB and HubSpot will appear in My Apps.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Please read the following screen display and click "OK".
When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, do so from the screen below.
First, set up JUST.DB by clicking "When a Webhook event is received".
Step 3: Set the trigger for JUST.DB, which is the starting point of the flow, and the subsequent HubSpot operation settings. When the following screen is displayed, check the settings. "Title" → Can be changed "Account information linked with JUST.DB" → Check if there are any mistakes in the account "Trigger action" → When a Webhook event is received
When the following screen is displayed, click within the red frame to copy the Webhook URL.
For detailed setup instructions, please check here.
Send a Webhook event or execute a trigger event, then click "Test" → "Test successful" → "Save".
Next, set up to retrieve records by clicking "Retrieve Records".
When the following screen is displayed, check the settings. "Title" → Can be changed "Account information linked with JUST.DB" → Check if there are any mistakes in the account "Action" → Retrieve Records
When the following screen is displayed, check the description and set the "Domain".
Scroll down and set the "Table Identifier".
Use the output from "When a Webhook event is received" to select the table identifier as shown below.
The output is displayed by clicking the arrow within the red frame.
Set the "Record ID" in the same way as before.
Once the setup is complete, click "Test" → "Test successful" → "Save".
Next, set up HubSpot by clicking "Create Contact".
When the following screen is displayed, check the settings. "Title" → Can be changed "Account information linked with HubSpot" → Check if there are any mistakes in the account "Action" → Create Contact
When the following screen is displayed, set the contact information.
Use the output from "Retrieve Records" to select the output that matches the item name.
Once other items are set in the same way, click "Test" → "Test successful" → "Save".
Step 4: Turn on the trigger button and check the operation of the integration between JUST.DB and HubSpot. Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts up correctly.
Here is the template used this time.

Other Automation Examples Using JUST.DB and HubSpot

1. This is a flow that automatically registers the responses from HubSpot forms into JUST.DB.
By eliminating the need to manually transfer form responses, manual work is reduced.
Inquiries and lead information can be managed in JUST.DB, making it perfect for data aggregation.

2. This is a flow that automatically notifies Slack when a record is registered in JUST.DB.
It is recommended for those managing data within the team, as notifications of data registration are sent to Slack.
It eliminates the hassle of manually notifying Slack, making it easier to share data.

3. This is a flow that automatically adds a contact to Microsoft Excel when it is created in HubSpot.
This automation is recommended for those who manage contact information in Microsoft Excel.
It prevents transcription errors and mistakes, allowing you to register contact information accurately.

Summary

By automatically reflecting contact information from JUST.DB to HubSpot, you can reduce the workload and minimize data entry errors.
This allows staff to focus on sales and marketing activities without being bogged down by transcription tasks.
Additionally, data sharing between different departments becomes easier, enabling faster business operations.
Implementing this automation can significantly contribute to strategic business activities.

Please take advantage of this template provided by Yoom to improve your work efficiency.

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Tags
Integration
Automatic
Automation
JUST.DB
HubSpot
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