■Overview
This is a flow that adds a company to Jobcan Expense Management and Workflow when it is registered in HubSpot.
By using a trigger with a Chrome extension, you can directly activate the trigger from HubSpot.
■Recommended for
1. Those who use HubSpot for customer management and sales activities
・Those who manage company information in HubSpot but find it cumbersome to manually enter information into other tools
・Those who want to link registered company information to other systems
2. Companies using Jobcan Expense Management and Workflow
・Those who utilize Jobcan Expense Management and Workflow but often spend time on manual data entry
■Benefits of using this template
By utilizing this flow, you can add company information registered in HubSpot to Jobcan Expense Management and Workflow with a single click.
This eliminates the hassle of manual data entry and significantly improves work efficiency.
With the automation of input tasks, work time is reduced, allowing you to focus on other tasks.
Additionally, it prevents errors due to duplicate entry of company information, enabling accurate data management.
You can prevent potential company losses caused by incomplete information about companies.
■Notes
・Please link both HubSpot and Jobcan Expense Management and Workflow with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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