After answering with the recording data of the business meeting on Google Forms, transcribe and summarize it, then register it in the notes on HubSpot.
After answering with the recording data of the business meeting on Google Forms, transcribe and summarize it, then register it in the notes on HubSpot.
Launch this workflow to connect
Google Forms &
HubSpot
!
■Overview
This is a flow where after responding with a recording of a business meeting on Google Forms, transcription and summarization are performed, and the data is registered as a note in HubSpot.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies that frequently use Google Forms
・Those who keep records of business meetings but find transcription and summarization cumbersome
2. Those who use HubSpot for sales activities
・Those who want to eliminate the hassle of manually entering data when registering notes in HubSpot
■Benefits of using this template
By using Google Forms to respond with recording data of business meetings, performing transcription and summarization, and automatically registering them as notes in HubSpot, you can enjoy the following benefits.
First, manual data entry is no longer necessary, which saves time and improves efficiency.
Additionally, by automating transcription and summarization, consistency and accuracy of information are maintained, reducing the risk of human error.
Furthermore, by quickly sharing conversation content, communication within the team becomes smoother, enabling more effective follow-ups and sales strategy planning.
■Notes
・Please connect both Google Forms and HubSpot with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・For how to obtain response content when using Google Forms as a trigger, please refer to here.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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About the Apps
Google Forms
Related apps
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Google Forms
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HubSpot
Templates using
HubSpot
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About the apps you use
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
see detailsTemplates
When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
Add Google Form responses to Google Sheets
This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.
Add Google Form responses to Notion and send event information via Gmail.
Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
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.
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Add a contact to HubSpot based on the form information and register an event in Google Calendar.
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Create a HubSpot ticket when a video is published on YouTube.
No-Code API Actions
Executable API actions
Flowbot triggers
When a form response is submitted
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
When a form is submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a record in a custom object is created or updated
When an order is created or updated
When an order is created
When a ticket is created
When a ticket is created or updated
When a service record is created
Flowbot operations
Get response list
Retrieve a specific response
Get response list (specify response period)
Get Form Questions
Update Form Title and Description
Update Question Titles and Descriptions
Create a new form
Update form visibility settings
Add a short/paragraph question (title and description)
Add a choice question (radio, checkbox, or dropdown)
Add a grid question (multiple-choice grid / checkbox grid)
Add a question title and description (Date/Time)
Add a question title and description (Linear scale)
Add a question title and description (Image + text)
Add a question title and description (Image + choice)
Add a question title and description (Choices with images)
Create contact
Get contact
Flowbot triggers
When a form response is submitted
Flowbot operations
Get response listRetrieve a specific responseGet response list (specify response period)Get Form QuestionsUpdate Form Title and DescriptionUpdate Question Titles and DescriptionsCreate a new formUpdate form visibility settingsAdd a short/paragraph question (title and description)Add a choice question (radio, checkbox, or dropdown)Add a grid question (multiple-choice grid / checkbox grid)Add a question title and description (Date/Time)Add a question title and description (Linear scale)Add a question title and description (Image + text)Add a question title and description (Image + choice)Add a question title and description (Choices with images)
Flowbot triggers
When a new contact is createdWhen a new company is createdWhen a new deal is createdWhen a contact is created or updatedWhen a company is created or updatedWhen a deal is created or updatedWhen a form is submittedWhen a product is createdWhen a product is created or updatedWhen a deal is updated to the specified stageWhen a record is created in a custom objectWhen a record in a custom object is created or updatedWhen an order is created or updatedWhen an order is createdWhen a ticket is createdWhen a ticket is created or updatedWhen a service record is createdWhen a service record is created or updatedWhen a task is createdWhen a note is added to a dealWhen a message in the specified thread receives a reply
Flowbot operations
Create contactGet contactGet latest contact IDsUpdate contactSearch contacts (keyword search)Create companyGet company informationGet latest company IDsUpdate companySearch companies (keyword search)Create dealGet deal informationGet latest deal IDsUpdate dealSearch deals (keyword search)Get contact custom propertiesGet company custom propertiesGet deal custom propertiesGet list of contact IDsGet list of company IDsSearch deals (filtered search)Update contact custom propertyUpdate company custom propertyUpdate deal custom propertyCreate ticketSubmit data to formUpdate ticketAssociate recordsAdd note to contactGet public file URLGet custom object recordCreate custom object recordUpdate custom object recordSearch custom object records (keyword search)Get productCreate productUpdate productSearch products (keyword search)Update ticket custom propertyAdd note to companyAdd note to dealAdd note to ticketAdd meeting to companySearch contacts (filter conditions)Get ticket detailsAdd line item to dealSearch products (filter search)Get owner (assignee) informationGet owners (assignees) listSearch multiple companies (filter criteria)Add note to custom object recordGet company IDs associated with a specific contactGet custom object record IDs associated with a specific dealCreate userGet service custom propertiesCreate meeting logGet ticket custom propertiesGet quoteUpdate quoteCreate taskDelete quoteSearch quotesCreate formCreate call logGet tax rate listSearch line items (filter search)Search fees (filter search)Search discounts (filter search)Search quote templates (filter search)Add signers to quoteCreate quoteGet deal line itemsGet line item detailsGet tasks listGet taskGet object associationsGet user detailsSearch users (keyword search)Search users (filter search)Get subscription definitions listSearch multiple tickets (filter criteria)Get pipeline stages listGet pipeline stageGet list of notes associated with a contactSearch custom object records (filtered search)Get product item custom propertiesCreate association between custom objectsCreate record association between ticket and custom objectGet list of inbox threadsRun CRM data export taskGet export task status and file URLDownload export fileCreate custom object record (associate with deal record)More inspiration for you
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