■Overview
This is a flow to create a quotation in Misoca from HubSpot.
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 and customer management
・Those who manage prospect and customer information in HubSpot but find it time-consuming to create quotations
・Those who want to streamline the sales process and quickly provide quotations
2. Those who manage quotations and invoices using Misoca
・Those who want to make the issuance of quotations and invoices easier and error-free
・Those who regularly issue quotations and invoices and want to reduce the hassle
■Benefits of using this template
By linking HubSpot and Misoca, the process of creating quotations is streamlined.
This reduces the time spent on manual quotation creation and allows for quick and accurate issuance of quotations.
Additionally, since customer information registered in HubSpot can be automatically reflected in Misoca, it prevents the hassle and errors of double entry.
By utilizing this automated flow, the speed of quotation creation improves, enhancing overall operational efficiency and improving the quality of customer service.
■Notes
・Please link both HubSpot and Misoca with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・If there are multiple recipients, you can use the operation 'Split list-type output into individual outputs' to individually split the target recipient IDs and set only the recipient IDs you want to send to.
.avif)
.png)
