When a contact is registered in Hubspot, register it in Salesforce.

Click here for a detailed explanation article >

◼️Overview‍

This is a flow bot that automatically registers contacts in Salesforce's lead object when they are registered in Hubspot.

By automatically synchronizing lead information in real-time between Hubspot and Salesforce, cumbersome transcription work is no longer necessary.‍

‍

◼️Notes‍

・Please use it by linking your Hubspot and Salesforce accounts with Yoom.

・Please be aware that if Hubspot contact information is already registered in Salesforce (when email addresses overlap), it will result in an error.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

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

The new contact information registered in HubSpot will be entered into 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.‍

See details

When an email arrives, update the lead status in HubSpot.

Emails sent to Yoom's email address will trigger a search of contact information in HubSpot and update the lead status.‍

See details

Notify Chatwork when a new contact is registered in HubSpot.

When a new contact is registered in HubSpot, a notification will be sent to any chat room in Chatwork. The content of the notification message can be freely set.‍

See details

When a new deal is created in HubSpot, send a contract via freee Sign and update the deal information.

When a new deal is created in HubSpot, this flow sends a contract via freee Sign and updates the deal information. It eliminates the need for manual work and prevents input errors by creating documents based on the registered information.

See details

When a new contact is registered in HubSpot, register it in kintone.

When a new contact is registered in HubSpot, a new record will be created in kintone. *For example, information such as name, phone number, and email address can be registered in kintone.

See details

When a contact is updated in Hubspot, store it in NotionDB.

When a new deal is updated in HubSpot, this flow stores the deal information in a Notion database. By automating the process from updating in HubSpot to storing in the Notion database, you can eliminate any gaps or omissions in information management and improve work efficiency without having to manually check the updated content in HubSpot.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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.

Related apps

Google Ads

LINE Official Account

Templates using

View all related templates

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce