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By integrating HubSpot and Trello, various teams such as project management and marketing departments can automate tasks that were previously done manually.
Integration facilitates smooth communication, allowing team members to easily share information and increase work productivity. First, let's introduce three specific examples of automation and their benefits.
1. Automation of Business Processes
You can automatically create a card in Trello as soon as a form is submitted in HubSpot.
By managing information centrally in Trello, you can reduce the hassle of switching between apps to check information, allowing you to focus on other important tasks.
For example, if you manage customer feedback or requests submitted via HubSpot forms in Trello for marketing purposes, integration and automation can unify the apps, making it easier to manage the status of responses.
2. Strengthening the Collaboration between Marketing and Sales
Lead information acquired in HubSpot can be transferred to a Trello board.
Since the sharing of lead information is automated, sales representatives can always check the latest lead information and conduct sales activities promptly.
Approach customers before their interest cools down and increase sales!
Additionally, you can manage projects in Trello and share progress with HubSpot. Marketing personnel can also grasp the latest status of projects, leading to appropriate follow-ups.
3. Efficiency in Task Management
You can automatically create tasks from HubSpot in Trello. Automatic creation allows you to manage tasks without missing any.
Moreover, eliminating manual task management reduces administrative work!
Furthermore, it becomes possible to link Trello cards to HubSpot tasks. This allows you to check detailed task information and update progress.
Managing tasks across multiple apps can be time-consuming and distract from your main work. This complexity can be resolved, improving work efficiency.
Integrating apps can make work and administrative tasks smoother.
No programming knowledge is required, and by using Yoom, you can easily set up flowbots, with many ready-to-use templates available.
This time, we will introduce how to create "Create a card in Trello when a form is submitted in HubSpot"!
Start with the free plan. You can issue a Yoom account here. Start for free!
From here, we will explain the process of integrating HubSpot and Trello with images.
・タイトルの入力を行います。任意のタイトルで大丈夫です。
・HubSpotと連携するアカウント情報が接続したいアカウントか確認します。
・トリガーアクションは「フォームが送信されたら」をクリックしましょう。
・トリガーの起動間隔を設定しましょう。
・起動時間に関しては、プランによって異なりますのでご確認ください。
・フォームIDを候補から選択して設定してください。
・テストして問題なければ保存しましょう。
以上でHubSpotの設定が完了しました！
・タイトルを入力しましょう。
・Trelloと連携するアカウントが間違いがないか確認しましょう。
・アクションには「新しいカードを作成」を選択します。
・キー、トークン、ボードID、リストIDの必須項目の入力を行いましょう。
・入力が完了したら、テストして保存しましょう。
以上でフローボットの全ての設定が完了しました！
In addition to the flow bot templates introduced this time, we have many more available.
Moreover, by utilizing "Create from scratch" apart from the existing templates, you can create your own flow bot from scratch! If you have registered your app, you can easily create and customize flows according to your business needs, further enhancing work efficiency! For example, you can create templates by changing the triggers and actions of the flow within the same app, such as "When a card is created in Trello, a ticket is also created in HubSpot."
You can create various flow bots by integrating with other apps, such as "Add information to Asana and Google Sheets when a task is added to Trello"!
By integrating HubSpot and Trello, task management and customer support become smoother not only within teams but also across different teams. Additionally, integrating different apps allows for centralization of applications! This can strengthen collaboration across various departments and lead to increased work productivity. Moreover, reducing manual data entry allows you to focus more on your core tasks, further boosting productivity!
Why not take this opportunity to utilize Yoom and enhance your work efficiency? Please start by trying our free plan.
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