■Overview
This is a flow where, when the stage of a HubSpot deal is updated to a specific stage, the value of a custom property is retrieved to create a deal in freee Accounting and issue an invoice.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who conduct sales activities using HubSpot
・Those who want to streamline deal stage management
・Those who want to automatically retrieve deal information using custom properties
2. Those who perform accounting tasks using freee Accounting
・Those who want to automatically create deals in freee Accounting based on HubSpot data
・Those who want to automate the invoice issuance process to reduce effort
■Benefits of using this template
By linking HubSpot and freee Accounting, you can improve operational efficiency.
Using this automation flow, every time a deal stage is updated in HubSpot, the value of a custom property is captured, and deal creation and invoice issuance in freee Accounting are automatically performed.
This eliminates the need for manual data entry and duplicate entries, improving the speed of operations.
Additionally, accurate data management becomes possible, reducing the risk of human error.
Furthermore, as you can reduce the time spent on accounting tasks, you can focus resources on other important tasks.
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