■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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