Create and send an invoice from the HubSpot contact page.

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◼️Overview‍

Launch Yoom's flowbot from HubSpot's contact page to create an invoice based on a spreadsheet template.

This is a flowbot that sends the created invoice via Gmail.

By launching the flowbot from HubSpot and setting information such as billing items and amounts in the input form, an invoice is automatically created.

You can use the invoice template in any format you like.‍

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◼️Notes‍

・Integration with both HubSpot and Gmail is required for Yoom.

・Please prepare an invoice template created with a spreadsheet like this.

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Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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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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