Notify Workplace when a new contact is created in HubSpot.

Try this Template

Click here for a detailed explanation article >

■Overview

This is a flow that notifies Workplace when a new contact is created in HubSpot.

‍

■Recommended for

1. Sales Department

・Sales teams that want to share new leads and customer information across the team and respond quickly

・Departments that want to collaborate as a team to follow up on new contacts

‍

2. Customer Support Team

・Support teams that want to timely grasp new customer information and respond quickly

・Departments that want to enhance the consistency of customer support and share the latest information with everyone

‍

3. Marketing Department

・Teams that want to plan and execute campaigns based on new customer information

・Departments that want to check the results of lead generation in real-time and plan the next actions

‍

■Benefits of using this template

・By eliminating the need to manually check new contact information and notify Workplace, you can significantly reduce working time.

・Sharing information on Workplace makes it easier for all team members to grasp the latest contact information.

‍

■Notes

・Please integrate Yoom with both HubSpot and Workplace.

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

Workplace from Meta

With Yoom, you can utilize the Workplace API without any coding. By integrating Yoom with Workplace, you can freely connect various SaaS with Workplace and receive all kinds of notifications on Workplace.

Related apps