■Overview
This is a flow to register contacts in HubSpot from signature information of emails received in Gmail.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Gmail regularly
・Those who handle customer interactions and inquiries via Gmail
2. People who manage contact information in HubSpot
・Those who manually register contacts in HubSpot based on email signature information
■Benefits of using this template
Transcribing email signature information to register contacts in HubSpot can be tedious.
Additionally, if you process a large number of emails daily, it may feel time-consuming and inefficient.
This flow allows you to read email signature information received in Gmail and register contacts in HubSpot, thus streamlining the manual transcription process.
By automating manual tasks, you can allocate more time to high-priority tasks such as following up with existing customers and preparing new projects.
■Notes
・Please connect both Gmail and HubSpot with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations set in the flow bot will result in errors, so please be aware.
・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).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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