■Overview
This is a flow to add user information submitted through HubSpot forms to a SendGrid contact list.
By using Yoom, you can easily connect apps without programming knowledge.
■Recommended for
1. Companies using HubSpot for managing prospect information
・Those who want to efficiently conduct email marketing by integrating HubSpot with SendGrid
2. Companies using SendGrid as an email distribution tool
・Those conducting email campaigns using SendGrid
・Those who want to reduce manual data entry and save time and effort
■Benefits of using this template
By using this template, you can add user information submitted through HubSpot forms to a SendGrid contact list.
This enables centralized customer information management and improves the efficiency of email marketing.
Additionally, as manual data entry tasks are reduced, the need for time-consuming information transcription is eliminated.
As a result, the speed and accuracy of operations improve, allowing more time to focus on marketing activities.
Furthermore, errors and omissions in information decrease, enabling higher quality customer service. Rapid lead nurturing is achieved, which can also lead to increased sales.
■Notes
・Please integrate Yoom with both HubSpot and SendGrid.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.


When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a custom object record is created or updated
When an order is created or updated
When an order is created
When a ticket is created
When a ticket is created or updated
When a Service is created
When a Service is created or updated
Create Contact
Retrieve Contact
Get Latest Contact IDs
Update Contact
Search Contact (Keyword Search)
Create Company
Retrieve Company Information
Retrieve Latest Company ID
Update Company
Search Company (Keyword Search)
Create Deal
Get Deal Details
Retrieve Latest Deal ID
Update Deal
Search Deals (Keyword)
Get Contact Custom Properties
Retrieve Company Custom Properties
Get Deal Custom Properties
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a custom object record is created or updated
When an order is created or updated
When an order is created
When a ticket is created
When a ticket is created or updated
When a Service is created
When a Service is created or updated
When a Task is created
When a note is added to a deal
Create Contact
Retrieve Contact
Get Latest Contact IDs
Update Contact
Search Contact (Keyword Search)
Create Company
Retrieve Company Information
Retrieve Latest Company ID
Update Company
Search Company (Keyword Search)
Create Deal
Get Deal Details
Retrieve Latest Deal ID
Update Deal
Search Deals (Keyword)
Get Contact Custom Properties
Retrieve Company Custom Properties
Get Deal Custom Properties
Get List of Contact IDs
Get List of Company IDs
Search Deals (Filter Search)
Update Contact Custom Property
Update Company Custom Properties
Update Deal Custom Properties
Create Ticket
Submit Information to Form
Update Ticket
Associate Records
Add Note to Contact
Get Public URL of File
Get Custom Object Records
Create Custom Object Record
Update Custom Object Record
Search Custom Object Records
Retrieve Product
Create Product
Update Product
Search Products (Keyword Search)
Update Ticket Custom Property
Add Note to Company
Add Note to Deal
Add Note to Ticket
Add Meeting to Company
Search multiple contacts (filter criteria)
Get Ticket Details
Add Product Item to Deal
Search Products (Filter Search)
Get Owner (Representative) Information
Get List of Owners (Assignees)
Search Multiple Companies (Filter Conditions)
Add a Note to a Custom Object Record
Retrieve Company IDs Associated with a Specific Contact
Retrieve the Custom Object Record ID Associated with a Specific Deal
Create user
Retrieve Service Custom Properties
Create Meeting Log
Get ticket custom properties
Get quote
Update quote
Create task
Delete quote
Search quotes
Create form
Create Call Log
List tax rates
Search deals (filter)
Search fees (filter)
Search discounts (filter)
Search quote templates (filter)
Add signer to quote
Create Quote
Get line items for a deal
Get line item details
List tasks
Get task
Check object associations
Get user details
Search users (keyword)
Search users (filter)
Get subscription definitions
Send email
Get bounce list
Create contact list
Add new contact to contact list
Delete contact
Send Email (File Attachment)