When a deal is won with a hot profile, register the task in Backlog.

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■Overview

This is a flow where a deal in Hot Profile is registered as a task in Backlog once it is won.

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

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‍■Recommended for

1. Those managing deals in Hot Profile

・Those who manage customer deals in Hot Profile and proceed according to the deal stage

・Those who manually integrate deal information into other task management tools

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2. Those using Backlog for business

・Managers who handle task management for the entire project

・Those who want to automatically add deals that reach a specific stage in Hot Profile to Backlog

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‍■Benefits of using this template

By integrating Hot Profile with Backlog, you can streamline task management.
In this flow, when a deal in Hot Profile reaches the winning stage, it can be registered as a task in Backlog.

Since task registration in Backlog is done seamlessly, you can eliminate the need for manual checks in Hot Profile and transcription work into Backlog.
Additionally, as tasks in Backlog are always updated, all team members can check the latest task status, allowing for quick prioritization of responses.

With the automation of task registration, there will be no omissions in deals, contributing to the prevention of delays and oversights in responses.

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When a task is registered in Backlog, register the task's deadline in Google Calendar.

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Notify Google Chat when a task is added to Backlog.

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About the Apps You Use

Backlog

Yoom allows you to integrate with Backlog's API without any code, enabling the automation of various tasks. You can automatically add issues or comments to Backlog and easily connect information from Backlog with various SaaS platforms such as kintone, Google Sheets, and Salesforce. Additionally, you can automatically sync Backlog's project and issue information to Yoom's database for use in various applications.

Related apps

Backlog

Templates using

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Hot Profile

Yoom integrates with Hot Profile's API without code, automating operations within Hot Profile. For example, it allows you to register lead information from Google Forms or Google Sheets into Hot Profile, and automatically notify chat tools like Slack or Chatwork about deal information and report management information registered in Hot Profile.

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