Register information from HubSpot into the core system.

■Overview

This is a flow to register information from HubSpot into the core system.

By using a trigger with a Chrome extension, you can directly initiate the trigger from 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 company information in HubSpot

・Those who manually register data from HubSpot into the core system

‍

■Benefits of using this template

When aggregating information by registering company information from HubSpot into the core system, there is a risk of reduced data reliability if there are registration omissions.
Moreover, you may find it cumbersome to operate both HubSpot and the core system, with repetitive transcription tasks.

This flow automates the registration into the core system using RPA by initiating it from the company information page in HubSpot with a Chrome extension trigger.
This eliminates the need for transcription tasks into the core system and enhances data reliability.

‍

■Notes

・Please integrate HubSpot with Yoom.

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

・The operation to control the browser is only available in the Success Plan. In the Free Plan, Mini Plan, and Team Plan, the operation of the flow bot you set will result in an error, so please be careful.

・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that control restricted apps and browsers.

・For instructions on setting up operations to control the browser, please refer to here.