When a deal is won in HubSpot, register a task in Trello.

No items found.

■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.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

When a task is added to Trello, add the information to Asana and Google Sheets.

When a task is added to Trello, it is also added to Asana and a spreadsheet. By linking them, you can automatically manage tasks and prevent any omissions.

See details

When a card is created in Trello, add a record to the kintone database.

When a new card is created in Trello, a record is automatically added to the kintone database. This flow eliminates the need to manually check the content created in Trello, ensuring there are no gaps or omissions in information management. The content to be added to the kintone database can be freely customized.‍

See details

When a social media post schedule card is registered in Trello, notify on Discord.

When an SNS post schedule card is registered in Trello, it can be notified on Discord. By automating notifications, you can eliminate the hassle of manual communication and understand the registration status on Trello in real-time.

See details

When a new card is created in Trello, register a record in kintone.

When a new card is created in Trello, it is linked to kintone to register a record. This flow is completed automatically, preventing errors from manual input and improving work efficiency. It enhances the accuracy of task management.

See details

When a card is registered in Trello, add it to Zendesk.

This is a flow that adds a card registered in Trello to Zendesk. It automatically adds information to Zendesk, eliminating the need for manual entry. By saving the time previously spent on data entry and allocating it to other core tasks, the overall efficiency of the team's operations can be improved.

See details

When a card is registered in Trello, add it to ClickUp.

This is a flow that adds a card registered in Trello to ClickUp. It automatically adds Trello information to ClickUp, allowing you to share information faster than manual input. It also prevents input errors and maintains the accuracy of shared information within the team.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Trello

Yoom allows you to integrate with Trello's API without any code, enabling you to automate various tasks. You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack and Chatwork.

Related apps

Trello

Templates using

View all related templates

HubSpot

Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.

Related apps