■Overview
When a response is submitted to the Yoom form, applicant information is added to HubSpot for customer management.
For already registered users, customer status updates can also be automated.
■Preparation
・Pre-registration (integration) with the app you plan to use is required. The following is a reference guide for integration.
※There may not be a detailed guide available for apps that can be integrated simply.
https://intercom.help/yoom/ja/collections/3041779
■Creation Method
① Select the form trigger, configure the following settings, and save.
・Each question item: Set necessary question items such as name, contact information, address, and prize information for the application form.
・Acquired values: You can input demo values on the next page. Please enter demo values as they will be used in the subsequent test.
※For detailed form settings, please refer here. https://intercom.help/yoom/ja/articles/8009267
② Press the + mark under the trigger, select HubSpot from "Integrate with App," configure the following settings, and test and save.
・Action: Search for contact
・Search keyword: Enter the keyword to search for the contact. You can also embed the address obtained in step ①. (Embed the output)
※For embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528
③ Press the + mark, select the branching operation, configure the following settings, and save.
・Operation: Select the HubSpot operation from step ②.
・Output: Select the contact ID obtained in step ②.
・Condition: Set to "Output is not empty."
・Value: Leave it blank.
※For details on branching operations, please refer here. https://intercom.help/yoom/ja/articles/5464146
④ Press the + mark on the non-empty route, select HubSpot from "Integrate with App," configure the following settings, and test and save.
・Action: Update contact custom property
・Contact ID: Embed the contact ID obtained in step ② as {{Contact ID}}.
・Internal name of the property to update: Check and paste the internal name of the custom property in HubSpot.
・Value: Enter any value. This example updates users who have applied more than twice to "Royal Customer."
⑤ Press the + mark, select Slack from "Integrate with App," configure the following settings, and test and save.
・Action: Send a message to the channel
・Channel ID to post: Click the field and select the channel you want to send from the displayed options.
・Message: Enter any message. You can also embed values obtained in step ① as shown below.
ーーーーーーーーーーーーーーーーーーー
There has been another prize application.
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・Name: {{Name}}
・Address: {{Shipping Address}}
・Desired Prize: {{Desired Prize}}
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ーーーーーーーーーーーーーーーーーーー
⑥ Press the + mark on the other route, select HubSpot from "Integrate with App," configure the following settings, and test and save.
・Action: Create contact
・Required items: Basic items such as name and address obtained in step ①
・Internal name of the property to update: Check and paste the internal name of the custom property in HubSpot.
・Value: Enter any value. This example updates users who have applied more than twice to "Royal Customer."
⑦ Press the + mark, select Slack from "Integrate with App," configure the following settings, and test and save.
・Action: Send a message to the channel
・Channel ID to post: Click the field and select the channel you want to send from the displayed options.
・Message: Enter any message. You can also embed values obtained in step ① as shown below.
ーーーーーーーーーーーーーーーーーーー
There has been a new prize application.
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・Name: {{Name}}
・Address: {{Shipping Address}}
・Desired Prize: {{Desired Prize}}
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ーーーーーーーーーーーーーーーーーーー
■Notes
・Branching operations and setting more than five operations cannot be used in the free plan.
・You can also try each paid plan for free, so please take advantage if you wish to use this operation.
※For details on the free trial and how to start, please refer here. https://intercom.help/yoom/ja/articles/9115350
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