When a lead is registered in HubSpot's contact, notify Chatwork.

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■Overview

This is a flow that notifies Chatwork when a lead is registered in HubSpot's contacts.

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■Recommended for

1. Marketing personnel using HubSpot

・Sales teams that require prompt action when new leads are generated

・Those who want to quickly share lead information and utilize it across the team

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2. Those who use Chatwork regularly

・Those who want to receive lead information in Chatwork and reduce the hassle of checking

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■Benefits of using this template

By integrating HubSpot and Chatwork, you can quickly check the registration status of leads.
This enables prompt responses to leads.
By responding appropriately while the interest is high, customer experience improves, leading to increased sales.

It also facilitates smoother communication among members.
Since you can communicate directly on chat based on the lead information notified in Chatwork, team collaboration will be strengthened.

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■Notes

・Please integrate both HubSpot and Chatwork with Yoom.

・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use

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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Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

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