Record new contact information registered in HubSpot into a Google Spreadsheet.

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■Overview

‍New contact information registered in HubSpot will be recorded in a specified Google Spreadsheet.

It is possible to automatically transfer basic information such as the contact's name, email address, and phone number without accessing the spreadsheet.

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‍■Preparation

‍Prepare a spreadsheet in advance with specified column names to store HubSpot information.

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‍■Setup Method

① Select HubSpot from the app trigger, perform the following settings, and test and save.

・Action: Select "When a new contact is created".

・Trigger interval: Set to 5 minutes.

② Press the + mark, select the spreadsheet from the operation to manipulate the database, perform the following settings, and test and save.

・Action: Select "Add a record".

・Spreadsheet ID: Select the ID of the prepared storage spreadsheet from the options.

・Spreadsheet tab name: Select the target sheet name from the options.・Table range: Select the entire range including column names. For example, if column names are entered from A1 to E1, set it as A1:E

・Values of the records to be added: Embed using the output obtained in ① corresponding to the displayed column names.

※ For the definition of the range of spreadsheet operations, see here. https://intercom.help/yoom/ja/articles/8703465

‍※ Common error causes when manipulating the database are here. https://intercom.help/yoom/ja/articles/5521559

‍※ For detailed settings on dynamically embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528

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■Notes

・It is necessary to set the account information to be linked in each app's operation.

・For integration (My App Registration), please refer here https://intercom.help/yoom/ja/collections/3041779

・Please replace the information in the Google Spreadsheet with any desired values for use.

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About the Apps You Use

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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Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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