When the status is changed in HubSpot, register the client in Money Forward Cloud Accounting.

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■Overview

This is a flow to register a client in Money Forward Cloud Accounting when the status is changed in HubSpot.

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

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■Recommended for

1. Those who use HubSpot for customer management

・Those who manage customer status using HubSpot but find manual updates cumbersome

・Those who want to automate tasks associated with changes in customer status

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2. Companies using Money Forward Cloud Accounting

・Those who use Money Forward Cloud Accounting for client accounting management but find manual registration time-consuming

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■Benefits of using this template

By utilizing a flow that automatically registers clients in Money Forward Cloud Accounting when the status is changed in HubSpot, manual data entry tasks are eliminated.
This results in improved operational efficiency.

Additionally, it reduces the risk of human error, allowing for more accurate data management.
Furthermore, by using this flow, information between HubSpot and Money Forward Cloud Accounting is quickly linked, enabling you to grasp the latest information and make quick decisions.
This will help speed up operations, improve accuracy, and contribute to further productivity enhancement.

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About the Apps You Use

Money Forward Cloud Accounting

Yoom allows you to integrate with the Money Forward Cloud Accounting API without code, enabling the automation of operations in Money Forward Cloud Accounting via the API. For example, you can link customer information registered in CRM systems like Salesforce or kintone to Money Forward Cloud Accounting as business partners, or automatically create journal entry data in Money Forward Cloud Accounting from spreadsheets.

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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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