■Overview
This is a flow where a meeting scheduled with a HubSpot contact is registered in Google Calendar, and the meeting URL is sent via Gmail.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who use HubSpot for sales activities
・Those who want to use the registered meeting information with other tools
2. Those who use Google Calendar for work
・Those who want to prevent scheduling errors or omissions and improve the accuracy of schedule management
3. Those who communicate with customers via Gmail
・Those who want to automate the sending of standard emails such as meeting invitations to improve work efficiency
■Benefits of using this template
When you register an online meeting schedule in HubSpot, you can automate everything from calendar registration to sending the meeting URL via email, minimizing the risk of transcription errors or missed communications.
Additionally, the communication process with customers is standardized, enabling quick and consistent responses.
■Notes
・Please integrate Yoom with HubSpot, Google Calendar, Gmail, and Google Sheets.
・Branching is a feature (operation) available with Mini Plan or higher plans. If you are on the Free Plan, the set operations will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・In this flow, we use Google Sheets to convert dates from Coordinated Universal Time (UTC) to Japan Standard Time (JST).
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