■Overview
This is a flow to create a contact in HubSpot when a business card is registered in Sansan.
■Recommended for
1. Sales Department
・Sales teams that want to quickly reflect business card information in their CRM
・Departments that want to efficiently manage contact information with new customers
2. Marketing Department
・Teams that want to conduct marketing campaigns using business card information
・Departments that want to organize customer databases and improve targeting accuracy
3. Companies that want to strengthen Customer Relationship Management (CRM)
・Companies aiming for centralized management of customer information
・Companies that want to strengthen customer relationships using business card information
■Benefits of using this template
・You can significantly reduce work time by eliminating the need to manually enter business card information.
・Since data is automatically registered in HubSpot, it becomes easier to conduct analysis and marketing activities utilizing customer information.
■Notes
・Please integrate both Sansan and HubSpot with Yoom.
・Sansan 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 set in the Flowbot 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.
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