■Overview
This is a flow that notifies Microsoft Teams when a lead is registered in HubSpot's contacts.
■Recommended for
1. Marketing teams managing prospective customer information in HubSpot
・Companies or teams utilizing HubSpot and Microsoft Teams
・Marketing personnel looking to streamline lead management
2. Companies that have implemented Microsoft Teams as an internal chat tool
・Sales personnel who want to share important lead information within the team without missing it
■Benefits of using this template
By using this template, newly registered lead information in HubSpot is automatically notified to Microsoft Teams.
This allows marketing and sales personnel to quickly grasp lead information and smoothly follow up.
As a result, customer experience is improved, leading to increased sales.
It can also be used for information sharing among members.
Even those who do not usually use HubSpot can check lead information on Microsoft Teams, contributing to improved information transparency.
■Notes
・Please integrate both HubSpot and Microsoft Teams with Yoom.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
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