Create an invoice from the contact page in HubSpot and send an email to Outlook.

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  3. Create an invoice from the contact page in HubSpot and send an email to Outlook.
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■Overview

‍This is a flow where you launch Yoom's Flowbot from the HubSpot contact page to create an invoice based on a Microsoft Excel template and send an email to Outlook.

By launching the Flowbot from HubSpot and setting information such as billing items and amounts in the specified locations, invoices are automatically created.

You can use any format for the invoice template.

Additionally, it is possible to include a request for confirmation from the person in charge during the flow, allowing for a combination where the billing details are checked once.

‍

‍■Notes

‍・Integration with HubSpot, Microsoft Excel, and Outlook is required for Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

・Please prepare an invoice template created with Microsoft Excel, like this.

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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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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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