When a lead is registered in HubSpot's contacts, notify directly.

Try this Template

No items found.

■Overview

This is a flow that notifies direct when a lead is registered in HubSpot's contacts.

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

‍

■Recommended for

1. Marketing personnel using HubSpot

・Sales teams that require prompt action when a new lead is generated

・Those who want to quickly share lead information and utilize it across the team

‍

2. Those who use direct regularly

・Those who want to receive lead information on direct to save the hassle of checking

‍

■Benefits of using this template

By integrating HubSpot and direct, you can quickly check the status of lead registrations.
This enables prompt responses to leads.
By responding appropriately while the lead is still warm, you can expect to improve lead satisfaction and maximize sales opportunities.

‍
With automatic notifications to direct, you can access lead information immediately even when you are out of the office, ensuring you don't miss anything while on the move or visiting clients, allowing for prompt responses.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Record new contact information registered in HubSpot into a Google Spreadsheet.

The new contact information registered in HubSpot will be entered into a specified Google Spreadsheet. It is possible to automatically transfer basic information such as the contact's name, email address, and phone number without accessing the spreadsheet.‍

See details

When an email arrives, update the lead status in HubSpot.

Emails sent to Yoom's email address will trigger a search of contact information in HubSpot and update the lead status.‍

See details

Notify Chatwork when a new contact is registered in HubSpot.

When a new contact is registered in HubSpot, a notification will be sent to any chat room in Chatwork. The content of the notification message can be freely set.‍

See details

When a new deal is created in HubSpot, send a contract via freee Sign and update the deal information.

When a new deal is created in HubSpot, this flow sends a contract via freee Sign and updates the deal information. It eliminates the need for manual work and prevents input errors by creating documents based on the registered information.

See details

When a new contact is registered in HubSpot, register it in kintone.

When a new contact is registered in HubSpot, a new record will be created in kintone. *For example, information such as name, phone number, and email address can be registered in kintone.

See details

When a contact is updated in Hubspot, store it in NotionDB.

When a new deal is updated in HubSpot, this flow stores the deal information in a Notion database. By automating the process from updating in HubSpot to storing in the Notion database, you can eliminate any gaps or omissions in information management and improve work efficiency without having to manually check the updated content in HubSpot.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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.

Related apps

Google Ads

LINE Official Account

Templates using

View all related templates

Direct

Yoom allows you to integrate with direct via API and no-code, enabling the automation of operations on direct through the API. For example, you can automatically send information registered in kintone or Google Sheets to direct, or notify direct when a specific email is received.

Related apps