■Overview
This is a flow for creating quotes in Money Forward Cloud Invoice using information from HubSpot.
By using a trigger with a Chrome extension, you can initiate the trigger directly 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
・Those who manage transaction information in HubSpot
・Those who want to integrate and utilize HubSpot data with other systems
2. Those who create and manage forms with Money Forward Cloud Invoice
・Sales representatives or team leaders who want to streamline the quote creation process
・Customer support personnel who aim to automate the quote creation process for smoother customer interactions
・Those who want to prevent errors in quote creation and improve accuracy
■Benefits of using this template
By using this template, you can automatically create quotes in Money Forward Cloud Invoice from the HubSpot transaction detail page.
Since there is no need for data entry or operations in Money Forward Cloud Invoice, it reduces the burden on staff and decreases human errors.
■Notes
・Please integrate Yoom with both HubSpot and Money Forward Cloud Invoice.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Please pre-register the department ID of Money Forward Cloud Invoice in the custom properties of HubSpot transactions.
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