■Overview
This is a flow to register contacts in HubSpot from the signature information of received emails.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who regularly check and respond to emails
・Sales department personnel who handle customer interactions and inquiries
・Those who register contacts in HubSpot based on information provided in emails
2. Those who manage customers using HubSpot
・Those who manually register contacts
・Those who want to streamline and enhance the accuracy of contact registration and management
■Benefits of using this template
If you are using HubSpot for customer information management, you might find manual contact registration tedious.
Moreover, if other tasks consume your time, contact registration might get delayed, risking missed business opportunities.
With this flow, you can automatically register contacts in HubSpot by reading the signature information from received emails, eliminating the need for manual work.
Seamless contact registration in HubSpot is possible, making manual registration unnecessary and improving customer management efficiency.
■Notes
・Please integrate HubSpot with Yoom.
・AI operations are available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the set flow bot 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).
.avif)
.avif)
.avif)
