When a member is registered in Smaregi, register the member information in HubSpot.

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■Overview

This is a flow to register member information in HubSpot when a member is registered in Smaregi.

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■Recommended for

1. Store operators who have implemented Smaregi as an accounting tool

　・Those who transfer member information registered in Smaregi to another tool
　・Those who want to automate the transfer process and improve information management efficiency

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2. Companies that have implemented HubSpot as a CRM tool

　・Those who want to centralize member information in HubSpot
　・Those who register member information in HubSpot for sharing with other departments

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■Benefits of using this template

Manually transferring information from Smaregi to HubSpot every time can be quite a task.
Especially when managing a large amount of information, the burden increases.
With many tasks performed manually, the risk of human error increases, making accurate data management difficult.
By utilizing this template, you can contribute to solving the above issues.
Tasks performed manually are automated, reducing the workload and minimizing the risk of human error.
As a result, accurate data management can be achieved.
Preventing opportunity loss due to data inaccuracies can lead to increased sales.

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■Notes

・Please integrate both Smaregi and HubSpot with Yoom
・For the method of integrating Smaregi with My Apps, please refer to here.

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About the Apps You Use

Smaregi

Yoom allows you to utilize the Smaregi API without any coding. You can integrate Smaregi with other SaaS or notify daily closing information from Smaregi to Slack or Chatwork. Additionally, you can sync Smaregi information to Yoom's database for various purposes.

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HubSpot

Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.

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