To integrate STORES Reservation with HubSpot and create a contact in HubSpot when a reservation is registered in STORES Reservation

STORES Reservation is a convenient tool for managing reservations online. Its simple operation makes it attractive, allowing even beginners to smoothly implement a reservation system. However, there might be situations where manually registering reservation information from STORES Reservation into HubSpot feels cumbersome. This article explains the benefits and setup methods when integrating STORES Reservation with HubSpot. This article is recommended for the following people! - Those who are using both STORES Reservation and HubSpot but feel challenged in managing customer information. - Those who want to reduce manual input errors in customer data and aim for accurate information management. - Those who want to utilize reservation information from STORES Reservation for marketing or follow-up in HubSpot. Benefits and Examples of Integrating STORES Reservation and HubSpot Benefit 1: Prevention of Manual Input Errors By integrating STORES Reservation with HubSpot, a contact is automatically created in HubSpot when reservation information is registered. This eliminates the need for manual input of customer information, helping to avoid errors. For example, in places like beauty salons or hair salons, where reservation information is often manually transferred to HubSpot, there is a risk of incorrect input. If a phone number is wrong, it may become impossible to contact the customer, and if an email address is entered incorrectly, follow-up emails may not be delivered. By integrating STORES Reservation with HubSpot, reservation information is automatically reflected, allowing for the avoidance of errors associated with manual input. As a result, it may lead to improved quality in daily operations. Benefit 2: Quick Follow-up By integrating STORES Reservation with HubSpot, when a customer completes a reservation online, contact information is automatically created in HubSpot. This allows for smooth management of reservation information and follow-up with customers. For example, if someone regularly holds workshops and recruits participants through STORES Reservation, even if there are many reservations, contacts are automatically created in HubSpot, saving the effort of manually entering customer information. This can be useful for those seeking to streamline contact creation. Additionally, it may help in building a quick and efficient follow-up system, such as automatically sending reminder emails to workshop registrants or sending announcement emails for the next event to past participants. Benefit 3: Easier Management of Customer Information By integrating STORES Reservation and HubSpot via API, customer information and reservation information, which were previously managed separately, can now be viewed together within the integrated system. This makes it easier to grasp not only basic information like customer names and contact details but also detailed information such as past reservation history and usage status. For example, when a customer inquiry is received, being able to quickly understand past usage status may lead to smoother responses. Furthermore, the reduced effort of switching between STORES Reservation and HubSpot to check information is expected to improve operational efficiency. As a result, it may deepen customer understanding and, by utilizing it as a foundation for data analysis, lead to the formulation of more effective marketing strategies. In this article, we will proceed with the integration using Yoom. If you haven't used it yet, please take a look at "First Time with Yoom." Now, let's explain how to use the no-code tool Yoom to create a contact in HubSpot when a reservation is registered in STORES Reservation. [What is Yoom] How to Create an Integration Flow between STORES Reservation and HubSpot It is possible to achieve this by receiving the registration of a reservation in STORES Reservation using the STORES Reservation API and creating a contact in HubSpot using the API provided by HubSpot. 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 STORES Reservation and HubSpot as My Apps - Set up a trigger that activates when a reservation is registered in STORES Reservation - Configure settings to create a contact in HubSpot - Test and verify Step 1: My App Integration with STORES Reservation and HubSpot First, log in to your Yoom account. If you don't have an account, please create one on the Yoom account issuance page. Click on My Apps, then click on New Connection. You can search by app name in the input field. This time, search for and register STORES Reservation and HubSpot. Registering STORES Reservation as My App Let's start by registering STORES Reservation. Enter STORES Reservation in the input field, and when the STORES Reservation icon appears, click on it. Enter the account name and access token. Click Add to complete the registration of STORES Reservation as My App. Registering HubSpot as My App Similarly, search for HubSpot and click on the icon. The following screen will appear. Click on "Sign in to your HubSpot account." A login screen will appear, so please log in. For detailed instructions on registering HubSpot as My App, refer to the following link: How to Register HubSpot as My App This concludes the registration of STORES Reservation and HubSpot as My Apps. Once the My App registration is successful, the following screen will be displayed. Please check if the icons for STORES Reservation and HubSpot are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Selecting a Template and Preparing the Storage Location Please click on "Try it" from the following link.

If the following display appears, the template copy was successful.

Step 2: Setting the Trigger to Activate When a Reservation is Registered in STORES

1. First, click on "When a reservation is registered" at the top.

2. You can freely set the title.
Enter the account information to link with STORES reservation.
Select "When a reservation is registered" as the trigger.
Once you have finished entering, click "Next".

3. Set the Trigger Activation Interval.
You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
The shortest activation interval varies depending on the plan, so please check.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting to Create a Contact in HubSpot

1. Finally, click the "Create Contact" icon.

2. Enter the account information to link with HubSpot.
Select "Create Contact" as the action.
Once you have finished entering, click "Next".

3. Set Each Item.
When you click on each input field, the output obtained earlier will be displayed, so please use it as needed.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

4. With this, the flow of [Creating a Contact in HubSpot When a Reservation is Registered in STORES] is complete.

Step 4: Testing and Confirmation

Once the setup is complete, a screen like the following will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.

The appeal of Yoom is that even beginners can easily set it up.
Try this convenient flow from the link below.

Other Automation Examples Using STORES Reservations

There are many other examples of automation using STORES Reservations on Yoom, so here are a few.

1. This is a flow where an Outlook email is automatically sent to the reserver when a reservation is registered with STORES Reservations.
If you manage reservations with STORES Reservations, manually sending confirmation emails from Outlook every time a reservation is made can be cumbersome.
By using this template, an Outlook email is automatically sent when reservation information is registered.

2. This is a flow where a notification is sent to Google Chat when a reservation is registered with STORES Reservation.
‍If you want to check reservation information without logging into STORES Reservation each time, this template will be useful.
Since notifications can be automatically sent to Google Chat, it is expected to improve the efficiency of information sharing.

3. This is a flow to add reservations registered in STORES to Google Sheets.
By using this template, information from STORES reservations is automatically added to Google Sheets.
This helps prevent common input omissions and transcription errors in daily reservation management, leading to more efficient administrative tasks.

Summary

By integrating STORES Reservation with HubSpot, a contact is automatically created in HubSpot whenever a reservation is registered in STORES Reservation.
This eliminates the need for manual data entry and helps streamline marketing activities.
Yoom, which is easy to use even for beginners, is a tool that significantly lowers the barriers to business automation.
By using templates, you can easily automate customer data management and task progress tracking.
Why not leverage Yoom to aim for a more productive work environment?