HubSpotのコンタクトが更新されたらBacklogに課題を作成する

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■概要

「HubSpotのコンタクトが更新されたらBacklogに課題を作成する」フローを利用すると、顧客情報の更新に合わせて課題管理を自動化できます。
手動での転記作業が不要になり、業務の手間を省けます。

■このテンプレートをおすすめする方

  • HubSpotを活用して顧客管理や営業活動を行っている方
  • Backlogを利用して案件やタスクの管理をしているが、顧客情報の最新状況を反映するのに手間を感じている方
  • 顧客情報の変化を見逃さず、スピーディに関連タスクへ反映したいと考えている方
  • 営業担当がHubSpotでアップデートした内容をBacklogにも共有したいチーム
  • HubSpotとBacklog双方を利用しつつ、情報連携をより効率的に行いたい方

■このテンプレートを使うメリット

HubSpotとBacklogを組み合わせることで、コンタクト情報の変更をスピーディに課題管理へ反映させることが可能になります。
これにより、営業やカスタマーサポートのチームが素早く最新情報に基づいたフォローを行うことができ、顧客への対応力が向上します。

また、情報転記や手入力の作業が不要になるため、業務の効率化につながります。
課題作成が自動で進むことで、従来のような二重入力や抜け漏れも防止でき、データの一貫性を保ちながら管理が可能です。

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HubSpot
HubSpot
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Backlog
Backlog
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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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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.
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