Register the client information submitted through the HubSpot form into Money Forward Cloud Accounting.

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■Overview

This is a flow to register client information submitted through HubSpot forms into Money Forward Cloud Accounting.

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

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■Recommended for

1. Those who use HubSpot for customer management and marketing activities

・Those who manage prospective customer information using HubSpot but find it cumbersome to manually input it into accounting software

・Those who want to improve operational efficiency by quickly and accurately importing customer information into the accounting system

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2. Companies using Money Forward Cloud Accounting

・Those who want to reduce input errors and shorten work time by automatically linking data to accounting software

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■Benefits of using this template

There are many benefits to automatically registering client information collected through HubSpot forms into Money Forward Cloud Accounting.
Firstly, it eliminates the hassle of manual data entry, thereby improving operational efficiency.
This allows employees to focus on other important tasks.

Additionally, automation reduces human errors such as transcription and input mistakes, enhancing data accuracy.
As a result, it becomes possible to manage accurate financial information, improving the reliability of accounting operations.

Furthermore, as client information is quickly registered in the accounting system, you can grasp the latest data, enabling speedy decision-making.

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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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