Register a contact in HubSpot from the signature information of an email received in Outlook

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  3. Register a contact in HubSpot from the signature information of an email received in Outlook
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■Overview

This is a flow to register contacts in HubSpot from signature information received in Outlook emails.

By using Yoom, you can easily connect apps without the need for programming.

‍

■Recommended for

1. Those who regularly register contacts in HubSpot

・Those who want to improve the accuracy of contact information and work efficiency

‍

■Benefits of using this template

When registering contacts in HubSpot based on email signature information, manual verification and input can be cumbersome.
Moreover, if there are errors due to manual input, it may hinder customer service, and you might feel the need to streamline the input process.

This flow allows you to accurately register contacts in HubSpot, eliminating concerns about input errors and enabling you to reduce working time.

‍

■Notes

・Please connect both Outlook and HubSpot with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flow bot you have set will result in an error, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-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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About the Apps You Use
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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Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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Microsoft Outlook
×
HubSpot
– See what else you can do.
About the apps you use
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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