■Overview
This is a flow where a task is registered in Trello when a deal is closed in 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 manage deal progress in HubSpot
・Those who want to quickly proceed with follow-ups after closing a deal
・Those who want to focus on their core sales tasks by automating manual work
2. Companies using Trello for business
・Those aiming to establish standardized business processes
・Those who feel challenged by information sharing and task management within the team
■Benefits of using this template
With this flow, a new card is automatically created in Trello when the deal stage in HubSpot is closed.
You can automatically taskify routine tasks according to the progress of the deal, eliminating the need to request or instruct tasks each time.
This reduces the effort of transcription and allows for smooth follow-ups.
■Notes
・Please integrate Yoom with both HubSpot and Trello.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flowbot will result in an error, so please be aware.
・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.
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