HubSpotで取引が指定のステージに更新されたらDiscordに自動で通知する

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■概要

「HubSpotで取引が指定のステージに更新されたらDiscordに通知する」フローは、営業チームの情報共有を効率化する業務ワークフローです。
HubSpotで取引の進捗が特定のステージに移行した際に、自動でDiscordに通知が送信されるため、チーム全体が迅速に状況を把握できます。
Yoomを活用したこの自動化により、HubSpotとDiscord間の連携がスムーズに行われ、営業活動の透明性と連携力が向上します。

■このテンプレートをおすすめする方

  • HubSpotを活用して営業活動を管理している営業担当者の方
  • Discordを社内コミュニケーションツールとして使用しているチームリーダーの方
  • 営業プロセスの進捗をスムーズに共有したいと考えている経営者の方
  • HubSpotの自動化機能を活用して業務効率化を図りたい方
  • チーム間の情報共有をスムーズに行いたいと考えているマネージャーの方

■このテンプレートを使うメリット

このフローを活用することで、取引ステージの更新がスピーディーにDiscordに通知され、チーム全体が最新の状況を把握できます。
Yoomを利用した自動化で、手動による情報共有の手間を削減し、業務の効率化を実現します。
また、営業プロセスの進捗を一ヶ所で管理・共有することで、情報の見落としや連携ミスを防ぎます。

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HubSpot
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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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Discord
It is possible to automate various tasks by integrating with Discord's API without code. For example, you can automatically send messages or files to any text channel on Discord.
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