■Overview
This is a flow to register clients and billing addresses from HubSpot to Money Forward Kakebarai.
By using Yoom, you can easily connect 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. Those who use HubSpot for customer management and sales activities
・Those who want to manage customer information efficiently and streamline sales activities
2. Companies utilizing Money Forward Kakebarai
・Those who are using Money Forward Kakebarai for billing operations but want to reduce the hassle of client registration
■Benefits of using this template
By linking HubSpot with Money Forward Kakebarai, you can smoothly perform client and billing address registration.
This reduces manual input errors and improves data accuracy.
Furthermore, once set up, you can reflect data with a single click, saving time and effort.
As a result, accounting operations become more efficient, allowing you to focus on other important tasks.
Additionally, centralized management of client information enables quick situation checks and responses, contributing to overall business productivity improvement.
■Notes
・Please link both HubSpot and Money Forward Kakebarai with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・For instructions on how to link Intercom with My Apps, please refer to here.
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