Add a client from HubSpot to freee Accounting

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  3. Add a client from HubSpot to freee Accounting
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■Overview

This is a flow to add clients from HubSpot to freee Accounting.

By using Yoom, you can easily connect applications without the need for programming.

By using a trigger with the Chrome extension, you can directly activate the trigger from HubSpot.

‍

■Recommended for

1. Those who manage customers using HubSpot

・Those who manage client information centrally in HubSpot but find it cumbersome to manually transfer data to freee Accounting

‍

2. Companies utilizing freee Accounting as their corporate accounting software

・Those who find it cumbersome to manually add clients each time

‍

■Benefits of using this template

By using the flow to add clients from HubSpot to freee Accounting, you can eliminate the hassle of double entry and improve work efficiency.
This automation allows you to reflect client information registered in HubSpot to freee Accounting with one click, preventing input errors.

Additionally, you can save time and effort, allowing you to focus on other high-value tasks.

‍

■Notes

・Please connect both HubSpot and freee Accounting with Yoom.

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

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Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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関連したテンプレートをすべて見る
Learn more about Yoom
freee Accounting
×
HubSpot
– See what else you can do.
About the apps you use
freee Accounting
Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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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.
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freee Accounting
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HubSpot
– See what you can do.
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