■Overview
This is a flow that automatically registers a task in Backlog when a deal is closed in HubSpot.
■Recommended for
1. Companies using HubSpot for deal management
・Sales administration personnel managing customer information in HubSpot
・Those who assign tasks to sales administration personnel by adding tasks to Backlog after changing the status of a deal
2. Companies managing projects and tasks in Backlog
・Those who manually add tasks to Backlog each time
・Those who want to automatically add tasks to Backlog when routine tasks arise
■Benefits of using this template
Backlog is a convenient tool that streamlines task management, but manually adding tasks each time they arise can be cumbersome.
When there are many manual tasks, human errors are more likely to occur, so it's preferable to automate routine tasks as much as possible.
This is where this template comes in handy.
By using this template, tasks are automatically added to Backlog when a deal reaches the closed status in HubSpot, allowing post-deal processes to proceed smoothly.
Additionally, automatic task addition prevents human errors and helps avoid omissions or inaccuracies in Backlog registration.
■Notes
・Please integrate Yoom with both HubSpot and Backlog.
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