Shopifyで顧客が登録されたら、HubSpotにも顧客情報を追加する

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■概要
「Shopifyで顧客が登録されたら、HubSpotにも顧客情報を追加する」フローは、オンラインストアとCRMの連携を自動化する業務ワークフローです。
このワークフローを導入することで、Shopifyで新しい顧客が登録されるたびに、手動でHubSpotに情報を入力する手間を省くことができます。


■このテンプレートをおすすめする方

  • Shopifyを利用してオンラインストアを運営している経営者の方
  • HubSpotで顧客管理を行っており、データ入力の手間を減らしたいマーケティング担当者
  • 複数のアプリ間で顧客情報を効率的に連携させたいIT担当者
  • 顧客データの一貫性を保ちつつ、業務の自動化を進めたいビジネスオーナー

■このテンプレートを使うメリット

  • データ入力の手間削減:Shopifyでの顧客登録が自動的にHubSpotに反映されるため、手動での入力作業が不要になります。
  • データの一貫性向上:異なるプラットフォーム間でデータの齟齬が発生しにくくなります。
  • 業務効率の向上:顧客情報の管理がスムーズになり、他の重要な業務に集中できるようになります。
  • エラーの防止:手動入力によるヒューマンエラーを減らし、正確な顧客データを維持できます。
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About the Apps You Use
Shopify
Shopify
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HubSpot
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HubSpot
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About the apps you use
Shopify
It is possible to integrate with Shopify's API without code and automate various tasks using Shopify. By integrating Yoom with Shopify, you can trigger notifications to Slack when an order is placed on Shopify or automatically update the inventory count on Shopify.
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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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