■Overview
This is a flow to register a spot in cyzen when a company is registered in HubSpot.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those using HubSpot as a CRM
・Those managing company information centrally
・Those manually integrating information registered in HubSpot with other tools
2. Those using cyzen
・Those managing visit destinations by registering spot information in cyzen
・Those who want to streamline data entry tasks into cyzen
■Benefits of using this template
If you are registering companies in both HubSpot and cyzen, double entry can be cumbersome.
Additionally, when registering companies manually, there is a concern about input errors and increased workload.
With this flow, when a company is registered in HubSpot, you can register spot information in cyzen, eliminating the need for double entry.
By automating the registration of spots in cyzen, you can prevent human errors such as mistakes and omissions, thereby improving operational efficiency.
The information in cyzen is always kept up-to-date, allowing for speedy information sharing within the team.
■Notes
・Please integrate Yoom with both HubSpot and cyzen.
・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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