■Overview
This flow creates contracts in Google Docs from Hubspot deal information.
By using a trigger with a Chrome extension, you can directly initiate the trigger from Hubspot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Hubspot for business operations
・Sales representatives managing customer deal information
・Those accumulating sales activity data in Hubspot
2. Those creating contracts in Google Docs
・Those involved in creating contracts related to deals
・Those who want to create contracts accurately
■Benefits of using this template
Manually creating contracts for each deal is time-consuming and may hinder task focus.
Additionally, if you are creating contracts in Google Docs based on Hubspot deal information, it is cumbersome to verify and revise them each time after creation.
In this flow, by initiating from the Hubspot deal information page with a Chrome extension trigger, the creation of contracts in Google Docs is automated.
This eliminates the need to manually transfer Hubspot data, reducing the effort of verification and revision after creation, thus streamlining operations.
Accurate contract creation facilitates smooth transactions with customers.
■Notes
・Please integrate Yoom with both Hubspot and Google Docs.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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