When a schedule is registered in TimeRex, update the stage of the contact in HubSpot.

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  3. When a schedule is registered in TimeRex, update the stage of the contact in HubSpot.
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■Overview

This is a flow that updates the stage of a contact in HubSpot when a schedule is registered in TimeRex.

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

‍

‍■Recommended for

  • Members of a sales team who accept meeting reservations using TimeRex and manage that information in HubSpot
  • Managers who want to understand the progress of deals in real-time
  • Those aiming to improve the efficiency of sales activities and the accuracy of CRM data
  • System administrators of sales organizations who want to enhance team productivity through the automation of sales processes
  • Sales representatives or sales assistants who want to reduce the double entry of meeting schedules and lead management

‍

■Benefits of using this template

With this flow, when a schedule is registered in TimeRex, the stage information of a contact in HubSpot is automatically updated.

Since the stage in HubSpot is updated immediately when a meeting or similar event is scheduled, the entire sales team can always grasp the latest deal status.

Additionally, by preventing human errors from manual input, the reliability of CRM data is improved.

The efficiency of sales activities and deal progress management leads to increased team productivity.

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