When a lead is registered in HubSpot's contacts, notify Slack.

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  2. HubSpot
  3. When a lead is registered in HubSpot's contacts, notify Slack.
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■Overview

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

‍

■Recommended for

1. Marketing professionals managing leads using HubSpot

・Those who want to quickly share lead information registered in the contact list with team members

・Those who find it cumbersome to access HubSpot every time to check information

‍

2. Companies primarily using Slack as a communication tool

・Those who want to be notified on Slack about newly added lead information in HubSpot

‍

■Benefits of using this template

For marketing professionals, quickly catching up on lead information is very important.
Being able to promptly grasp lead information allows for swift follow-up, enabling effective customer approaches.
By using this template, notifications are automatically sent to Slack when lead information is added to HubSpot, leading to quicker information acquisition.

It is also effective for sharing information with members.
It contributes to improved transparency of information as members of the same team can easily check information on Slack.

‍

■Notes

・Please integrate Yoom with both HubSpot and Slack.

・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

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

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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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