■Overview
This is a flow that creates a contact in HubSpot when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for managing customer information
・Those who manage seminar or training participants using Google Spreadsheets
・Those who integrate data collected in Google Spreadsheets with other tools
2. Those who use HubSpot to advance their business operations
・Those who centrally manage customer information in HubSpot
・Those who want to streamline data entry into HubSpot
■Benefits of using this template
HubSpot is a cloud-based CRM platform that helps with centralized management of customer and transaction information.
However, creating contact information in HubSpot involves many input fields, making manual entry time-consuming and labor-intensive.
This flow is suitable for those who want to efficiently create contacts in HubSpot.
When customer information is added to a Google Spreadsheet, this flow can automate the creation of contacts in HubSpot, streamlining manual tasks.
Since data synchronization between tools is possible, even if different departments use separate tools, seamless data integration can be achieved.
■Notes
・Please integrate both Google Spreadsheets and HubSpot with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.