Add a Client from HubSpot to Misoca

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  2. Misoca
  3. Add a Client from HubSpot to Misoca
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■Overview

This is a flow to add clients from HubSpot to Misoca.

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 sales activities

・Those who manage clients in HubSpot and frequently add new clients

・Those who want to automatically import client information into Misoca to save effort

‍

2. Those who issue invoices using Misoca

・Those who find it tedious to manually enter client information into Misoca

・Those who want to quickly issue invoices using information from HubSpot

‍

■Benefits of using this template

By adding clients from HubSpot to Misoca, you can streamline the management of client information.
This eliminates the need for tedious manual input, improving accuracy.

Furthermore, since clients are automatically added to Misoca based on data from HubSpot, the effort of integration is reduced, speeding up operations.
Additionally, the risk of human error is reduced, improving data reliability and ultimately enhancing overall operational efficiency.

‍

■Notes

・Please connect both HubSpot and Misoca with Yoom.

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

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