■Overview
This is a flow to register specified customers from HubSpot as contacts in Intercom.
By using Yoom, you can easily integrate apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from HubSpot.
■Recommended for
1. Companies using HubSpot for customer management
・Those who want to integrate customer information registered in HubSpot with other tools
・Those who find it cumbersome to manually transcribe customer information
2. Those using Intercom for communication with customers
・Those who want to centrally manage customer information and respond quickly
■Benefits of using this template
When managing information using different apps, you may find it troublesome to enter the same information twice.
Therefore, it is recommended to use this template.
By automatically reflecting customer information from HubSpot to Intercom with one click, it reduces the effort of data entry.
Those who have spent time on transcription work will see an improvement in work efficiency.
Additionally, reducing manual tasks also leads to a reduction in human errors.
It is recommended for those who want to achieve accurate data management.
■Notes
・Please integrate Yoom with both HubSpot and Intercom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・For instructions on integrating Intercom with My Apps, please refer to here.
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