When deal information is registered in HubSpot, create an event in Google Calendar and send a notification to Slack.

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■Overview

This flow creates an event in Google Calendar and sends a notification to Slack when a deal is registered in HubSpot.

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

■Recommended for

  • Those who manage deal schedules registered in HubSpot using Google Calendar
  • Those who want to improve the accuracy of schedule management by preventing registration errors or omissions of deal schedules
  • Those who want to quickly notify stakeholders via Slack after registering a deal and enhance information sharing within the team
  • Those who are handling multiple clients or projects simultaneously and want to streamline the management and sharing of deal schedules
  • Those who want to reduce manual calendar entries and notifications to automate their workflow

■Benefits of using this template

By automating the registration of schedules and notifications, the workload on sales representatives is reduced, allowing them to dedicate more time to their core sales activities.

Additionally, eliminating the need for duplicate data entry prevents transcription errors and registration omissions, ensuring data accuracy and consistency.

Since deal schedules are smoothly shared with the entire team via Google Calendar and Slack, a system can be established to provide quick support when needed.

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About the Apps You Use
Google Calendar
Google Calendar
 Templates using
HubSpot
HubSpot
Templates using
Slack
Slack
Templates using
About the apps you use
Google Calendar
Yoom allows you to integrate with Google Calendar's API without any code, enabling the automation of various tasks. For example, you can automatically register events in Google Calendar triggered by the registration of deals in SFA tools like Hubspot or Salesforce.
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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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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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