When a chat is initiated in Chat Plus, create a contact in HubSpot.

■Overview

This is a flow to create a contact in HubSpot when a chat is initiated in Chat Plus.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

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‍■Recommended for

1. Those who use Chat Plus in their business

・Those who want to enhance customer engagement

・Sales representatives who want to quickly reflect lead information in other tools and use it for subsequent actions

・Customer relations personnel aiming for automated continuous follow-up triggered by chat initiation

2. Those who use HubSpot in their business

・Those seeking to improve the efficiency of contact management

・Marketing personnel who want to efficiently expand their customer list by utilizing chat support information

・Customer support personnel who want to reduce manual customer data entry tasks

・E-commerce site operators who want to streamline marketing using HubSpot

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■Benefits of using this template

With this flow, you can register Chat Plus chat users as contacts in HubSpot.

It eliminates the need for manual data entry, reducing work hours and allowing for real-time information reflection.

It minimizes the risk of human errors such as transcription mistakes and registration omissions, leading to quick and highly accurate follow-ups.

The registered contact information can be utilized by various departments such as customer support, sales, marketing, and e-commerce site operations.