When business card information is updated in Sansan, update the contact in HubSpot as well.
When business card information is updated in Sansan, update the contact in HubSpot as well.
Launch this workflow to connect
Sansan &
HubSpot
!
■Overview
The flow "When business card information is updated in Sansan, update the contact in Hubspot" is a business workflow that integrates the business card management service Sansan with Hubspot.
When business card information is updated in Sansan, the contact information in Hubspot is automatically kept up-to-date.
This eliminates the need for manual data updates and maintains consistency of information.
■Recommended for
- Sales representatives who use Sansan and Hubspot for their sales activities
- Marketing teams who want to maintain data consistency
- Executives and team leaders who want to reduce the time and effort associated with manual data updates
- IT professionals who want to improve operational efficiency by leveraging the integration of Sansan and Hubspot
- Business professionals who aim to automate customer information updates and achieve accurate data management
■Benefits of using this template
When business card information is updated in Sansan, the contact in Hubspot is automatically updated, eliminating the need for manual update tasks.
Changes in business card information in Sansan are reflected in Hubspot, allowing you to always maintain the most up-to-date customer information.
Automation prevents human errors such as data entry mistakes or missed updates during the update process, enabling highly reliable data management.
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When a business card image is registered in Sansan, upload it to Google Drive.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.
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When business card information is registered in Sansan, send an email to Outlook.
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When business card information is registered in Sansan, create a contact in Hubspot.
When business card information is registered in Sansan, a contact creation flow is triggered in HubSpot. The business card information registered in Sansan is automatically linked to HubSpot, eliminating the need for manual data entry and significantly improving operational efficiency.
See more
About the Apps
Sansan
Templates using
Sansan
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
HubSpot
Templates using
HubSpot
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.
When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.
When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
About the apps you use
Sansan
Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
see detailsTemplates
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
Register business card information registered in Sansan to Notion.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When a business card image is registered in Sansan, upload it to Google Drive.
When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.
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.
see detailsTemplates
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.
Create a GitHub Issue when a HubSpot form is submitted.
When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
Create a HubSpot ticket when a video is published on YouTube.
No-Code API Actions
Executable API actions
Flowbot triggers
When business card information is registered
When business card information is updated
When business card information is updated (including tag updates)
When business card information is updated (including tag updates)
コンタクト情報が登録・更新されたら
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
When a form is submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a record in a custom object is created or updated
When an order is created or updated
Flowbot operations
Retrieve Business Card Information
Register Business Card Data
Register Business Card Image
Get Business Card Image
Get Person Information
Search Business Card Information
List business cards
コンタクト情報の一覧を取得
Retrieve Business Cards (Date Range)
Create contact
Get contact
Get latest contact IDs
Update contact
Search contacts (keyword search)
Create company
Get company information
Get latest company IDs
Update company
Flowbot triggers
When business card information is registeredWhen business card information is updatedWhen business card information is updated (including tag updates)When business card information is updated (including tag updates)コンタクト情報が登録・更新されたら
Flowbot operations
Retrieve Business Card InformationRegister Business Card DataRegister Business Card ImageGet Business Card ImageGet Person InformationSearch Business Card InformationList business cardsコンタクト情報の一覧を取得Retrieve Business Cards (Date Range)
Flowbot triggers
When a new contact is createdWhen a new company is createdWhen a new deal is createdWhen a contact is created or updatedWhen a company is created or updatedWhen a deal is created or updatedWhen a form is submittedWhen a product is createdWhen a product is created or updatedWhen a deal is updated to the specified stageWhen a record is created in a custom objectWhen a record in a custom object is created or updatedWhen an order is created or updatedWhen an order is createdWhen a ticket is createdWhen a ticket is created or updatedWhen a service record is createdWhen a service record is created or updatedWhen a task is createdWhen a note is added to a dealWhen a message in the specified thread receives a reply
Flowbot operations
Create contactGet contactGet latest contact IDsUpdate contactSearch contacts (keyword search)Create companyGet company informationGet latest company IDsUpdate companySearch companies (keyword search)Create dealGet deal informationGet latest deal IDsUpdate dealSearch deals (keyword search)Get contact custom propertiesGet company custom propertiesGet deal custom propertiesGet list of contact IDsGet list of company IDsSearch deals (filtered search)Update contact custom propertyUpdate company custom propertyUpdate deal custom propertyCreate ticketSubmit data to formUpdate ticketAssociate recordsAdd note to contactGet public file URLGet custom object recordCreate custom object recordUpdate custom object recordSearch custom object records (keyword search)Get productCreate productUpdate productSearch products (keyword search)Update ticket custom propertyAdd note to companyAdd note to dealAdd note to ticketAdd meeting to companySearch contacts (filter conditions)Get ticket detailsAdd line item to dealSearch products (filter search)Get owner (assignee) informationGet owners (assignees) listSearch multiple companies (filter criteria)Add note to custom object recordGet company IDs associated with a specific contactGet custom object record IDs associated with a specific dealCreate userGet service custom propertiesCreate meeting logGet ticket custom propertiesGet quoteUpdate quoteCreate taskDelete quoteSearch quotesCreate formCreate call logGet tax ratesSearch line items (filter search)Search fees (filter search)Search discounts (filter search)Search quote templates (filter search)Add signers to quoteCreate quoteGet deal line itemsGet line item detailsGet tasks listGet taskGet object associationsGet user detailsSearch users (keyword search)Search users (filter search)Get subscription definitions listSearch multiple tickets (filter conditions)Get pipeline stages listGet pipeline stageGet notes associated with a contactSearch custom object records (filtered search)Get product item custom propertiesGet inbox thread listRun CRM data export taskGet export task status and file URLDownload export fileCreate custom object record (associate with deal record)More inspiration for you
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