■Overview
This is a flow to create invoices 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 customer management and sales activities
・Those who manage customers using HubSpot but find it time-consuming to create invoices
・Those who want to streamline the connection between sales activities and invoice creation
2. Those who use Misoca as an invoice creation tool
・Those who create invoices using Misoca but find manual data entry cumbersome
・Those who want to efficiently issue invoices using information from HubSpot
■Benefits of using this template
By integrating HubSpot and Misoca, the invoice creation process is automated, improving work efficiency.
This allows sales and accounting personnel to be freed from manual input tasks and focus on other important tasks.
Additionally, maintaining data consistency reduces manual input errors, improving invoice accuracy.
Furthermore, invoices are automatically generated based on transaction information registered in HubSpot, enabling quick billing and contributing to workflow improvement.
■Notes
・Please integrate Yoom with both HubSpot and Misoca.
・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 set the recipient IDs you want to send to by dividing the target recipient IDs.
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