How to integrate board with HubSpot to create a ticket in HubSpot when a customer is created in board

Automation Examples and Benefits of Integrating board with HubSpot

board is a service that allows you to create forms such as quotes and invoices, as well as manage costs and payments.
This time, we will talk about the integration between board and the CRM platform HubSpot.

If you are currently using board for issuing quotes and invoices and HubSpot for customer management and marketing, we recommend integrating the two!
This is because there are many tasks that can be automated through integration, making work more efficient.

Let's take a look at what tasks can be automated and the benefits that come with it.

Example 1: Create a ticket in HubSpot from new customer information registered in board

When new customer information is registered in board, a ticket can be automatically created in HubSpot.
This can be used for purposes such as customer support, follow-up, and devising marketing strategies utilizing customer information.

Example 2: Create a ticket in HubSpot when registering or updating a project in board

Not only customer information, but also when registering a new project in board, a ticket can be automatically created in HubSpot.
This can be used for tasks such as sales, project progress management, and customer support.

Example 3: Register customer information in HubSpot from new customer information registered in board

Customer information from board can also be registered in HubSpot as a company or contact.
Managing customer information separately by task or department can lead to the risk of not sharing necessary information, so it is recommended to keep the latest data through integration.

As shown in the above three examples, integrating board with HubSpot allows for automatic synchronization of information.
This eliminates the need for re-entering data in different tools, preventing input errors and saving time on verification and re-entry. Additionally, accurate information is shared quickly, ensuring smooth subsequent processes across different tasks and departments.

Sharing accurate and up-to-date customer and project information leads to increased productivity in sales and marketing and quick customer response. Poor information management can lead to misunderstandings or omissions regarding order details and requests, potentially inconveniencing customers.

Integration and Automation with Yoom is Recommended!

For those who have read about the benefits and automation examples and want to try it themselves, good news!
With Yoom, you can integrate and automate without any programming skills or knowledge, using a no-code approach.

If you haven't registered with Yoom, please issue an account from here.
If you want to first check the operations, you can start with a free plan or try a paid plan trial.

Once your account registration is complete, try creating an integration and automation flow using Yoom.
We will explain in detail how to create the workflow of creating a ticket in HubSpot when a customer is created in board, which was introduced first in the previous examples, using a template.

Creating a workflow becomes even easier with a template.
First, please copy the template from the "Try it out" link below.

How to Create a Ticket in HubSpot When a Customer is Created in board

‍※Step 1 is the procedure for app integration. If you have already integrated, please start from Step 2.

Step 1: Integrate board and HubSpot with My Apps

1. After logging into Yoom, select "My Apps" from the left menu and click "+New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select board and HubSpot respectively and integrate the apps.
　※For registering board in My Apps, please see here.
　※For registering HubSpot in My Apps, please see here.

Step 2: Set a trigger to activate when a new customer is created on the board

1. Open the copied template. (If you want to change the title, modify the red-framed part in the image below.)
　To open the template manually, select the relevant template from My Projects and click "Edit" in the upper right corner of the screen to open it.

2. Click "App Trigger When a new customer is created" from Flowbot.

3. Set up "Select Linked Account and Action".
　Change the "App Trigger Title" as needed and click "Next".

4. Set up the API connection for the app trigger.
　・Trigger activation interval: Set an appropriate time according to your business needs.
　・API Key: Refer to the address listed at the bottom of the field.

　Note: The API key for the board is displayed as shown in the image below.

5. Conduct a test, and if successful, click "Save".

Step 3: Set up an action to create a ticket in HubSpot

1. Click "Integrate with App Create Ticket" from Flowbot.

2. Set up "Select Linked Account and Action".
　Change the title as needed and click "Next".

3. Set up the API connection.
　Enter the necessary parts for each item.
　Note: Ticket name and pipeline stage are required fields.
　Note: You can refer to the information from the output obtained in Step 2.

4. Conduct a test, and if successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.
This completes the flow of creating a ticket in HubSpot when a customer is created on the board.

Advanced Integration Flow of board and HubSpot

Here is another automated workflow you can achieve by integrating board with HubSpot.

Create a Ticket in HubSpot When a Deal is Registered in board

This is a template based on the second automation example mentioned earlier.
This flow automatically creates a ticket in HubSpot when a new deal is registered or updated in board.
It helps in the smooth progress of sales and inquiry responses, and in real-time tracking of deal progress.
A lot of information, including deal names and customer names, can be reflected in HubSpot tickets by referring to the output.

There are numerous workflows that can be automated using Yoom, even just with those utilizing boards.
To simplify project management and customer management, try various integrations with tools other than HubSpot or automate operations using boards alone.
If you're interested, please check out the operations and templates that can be executed without code from here.

Additionally, there are many workflows related to HubSpot that can be automated. Contrary to what was introduced this time, it is also possible to sync information about customers and deals from HubSpot to the board.
Please also refer to the HubSpot operations and template introduction page if you like.

We recommend reviewing your workflow, not just the parts using boards and HubSpot. Reduce manual work to prevent errors and save time, and promote automation to improve overall work efficiency.

Summary

By integrating boards and HubSpot, automatic synchronization of information becomes possible. In managing customer information and projects, accurate and prompt sharing of information is crucial. It leads to reducing the time spent on re-entering and verifying data, preventing errors caused by manual work, and smoothly advancing related tasks.

In addition to improving the efficiency of information management itself, maintaining up-to-date information is expected to bring benefits in various areas, such as enhancing sales and marketing efficiency and speeding up customer response. Be sure to automate the integration of boards and HubSpot and related workflows!