■Overview
This is a flow that adds a contact to Microsoft Excel when it is created in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Companies using HubSpot for marketing and sales activities
・Those who want to utilize registered lead information in other apps
・Those who want to eliminate the hassle of manual data entry
2. Those who use Microsoft Excel for business
・Those who consolidate and manage lead information in Microsoft Excel
・Those who aim to speed up the sharing and follow-up of lead information
■Benefits of using this template
HubSpot is a tool that helps streamline marketing, sales activities, and customer management. However, if you are using other tools for lead information management, manually entering data every time a lead is registered can be not only cumbersome but also prone to transcription errors and omissions.
By using this template, when a contact is registered in HubSpot, the data can be automatically reflected in Microsoft Excel. This eliminates the need for manual work, reducing the burden on staff, shortening work time, and preventing transcription errors.
■Notes
・Please integrate both HubSpot and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
.avif)
.png)
