Create a deal in HubSpot from the content of a prospective customer's inquiry email received in Gmail.

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■Overview

The flow "Create a deal in HubSpot from the content of prospect inquiry emails received in Gmail" is a business workflow that supports the efficiency of sales activities.
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■Recommended for

Sales representatives who receive many inquiry emails in Gmail and feel the burden of manually entering them into HubSpot
Team leaders or managers who want to streamline sales activities using HubSpot
Executives or business improvement personnel who want to speed up follow-ups through the automation of sales processes
IT personnel of companies who want to integrate and manage multiple SaaS applications

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■Benefits of using this template

Manually creating deals based on the content received in Gmail increases the risk of human error.
By utilizing this flow, the sales team can automatically analyze inquiry emails from prospects received in Gmail and create deals in HubSpot.
This reduces manual input work and enables rapid follow-ups.
Integrating multiple tools ensures smooth management of the entire sales process.

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About the Apps You Use

Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

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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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