【Account Issuance Process】

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Next, we will connect HubSpot and Salesforce to Yoom respectively.

Connect HubSpot with Yoom

To connect HubSpot with Yoom, add HubSpot to My Apps.

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2. Select the account to connect and connect the app

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Connect Salesforce with Yoom

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Similar to HubSpot~

Tried it! How to Connect HubSpot and Salesforce

1. In HubSpot's app trigger, select the trigger action "When a new contact is created"

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2. Set the trigger activation interval. You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Choose based on your company's workflow and desired sync frequency!

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3. Click the test button and if successful, it's OK

4. Continue to Salesforce settings (omitted)

Tried Checking the Operation After Integration

Test if the Data is Properly Synced

Let's test if the flow we set up is working properly!

I created a test contact in HubSpot! It would be great if a record is added to Salesforce, but...

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Oh! It was added successfully!

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Now, as long as new customer information is registered in HubSpot, it will automatically be registered in Salesforce as well!

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Tried Various Other Integrations

Update HubSpot when Salesforce is updated [CTA] (Omitted due to lack of existing template)

When something happens in HubSpot, Salesforce does XX [CTA] (Omitted due to lack of existing template)

Summary