Use HubSpot information to add a client to Money Forward Cloud Invoice

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  2. Money Forward Cloud Invoice
  3. Use HubSpot information to add a client to Money Forward Cloud Invoice
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■Overview

This is a flow to add a business partner to Money Forward Cloud Invoice using information from HubSpot.

With Yoom, you can easily connect apps without programming.

By using a trigger with the Chrome extension, you can directly activate the trigger from HubSpot.

‍

■Recommended for

1. Those who use HubSpot for customer management

 ・Those who want to save the hassle of manually transferring business partner information registered in HubSpot to Money Forward Cloud Invoice

‍

2. Those who use Money Forward Cloud Invoice

 ・Those who want to automatically link HubSpot information to Money Forward Cloud Invoice to streamline invoice creation

 ・Those who want to reduce input errors of business partner information and smoothly carry out invoice issuance

‍

■Benefits of using this template

By using this template, you can reflect business partner information from HubSpot to Money Forward Cloud Invoice with one click.
This provides several benefits.
First, it eliminates the need for manual data entry, improving work efficiency.
As a result, input errors from manual work are reduced, and data accuracy is improved.

Additionally, by linking the systems of HubSpot and Money Forward Cloud Invoice, business partner information is quickly updated, allowing you to create invoices based on the latest information.

‍

■Notes

・Please link both HubSpot and Money Forward Cloud Invoice with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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About the Apps You Use
Money Forward Cloud Invoice
In Yoom, you can utilize the Money Forward Cloud Invoice API without any coding. By integrating Money Forward Cloud Invoice with Yoom, you can automate the entire process from invoice creation to sending via the API. Additionally, you can aggregate and synchronize the information from Money Forward Cloud Invoice into Yoom's database for various uses.
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HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
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Money Forward Cloud Invoice
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