When a contact is created in HubSpot, register the lead in the hot profile.

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■Overview

This is a flow to register leads in Hot Profile when a contact is created in HubSpot.

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■Recommended for

1. Marketing and sales personnel who want to strengthen lead nurturing

・Those who want to streamline their approach to prospective customers and improve conversion rates

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2. Those who want to streamline customer management by integrating HubSpot and Hot Profile

・Those who want to save the effort of manually registering in Hot Profile and improve operational efficiency

■Benefits of using this template

HubSpot is a tool that streamlines customer management and sales activities.
However, when operating HubSpot and Hot Profile separately, it is necessary to manually transfer contact information registered in HubSpot to Hot Profile, which is not only time-consuming but also poses the risk of transcription errors or omissions.

By utilizing the [Integrate HubSpot and Hot Profile] flow, personnel can eliminate the need for manual transcription, significantly improve operational efficiency, and reduce the risk of human error.

■Notes‍

・Please integrate both Hot Profile and HubSpot with Yoom.

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About the Apps You Use

Hot Profile

Yoom integrates with Hot Profile's API without code, automating operations within Hot Profile. For example, it allows you to register lead information from Google Forms or Google Sheets into Hot Profile, and automatically notify chat tools like Slack or Chatwork about deal information and report management information registered in Hot Profile.

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Hot Profile

Templates using

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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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