When a record is registered in Airtable, create a ticket in HubSpot.

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■Overview

This is a flow that creates a ticket in HubSpot when a new record is registered in Airtable.

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■Recommended for

1. Project Management Team

・Teams that want to manage project information in Airtable and track/manage it as tickets in HubSpot

・Teams that want to quickly handle the registration of new projects or tasks in HubSpot

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2. Customer Support Team

・Teams that want to manage customer information and support requests in Airtable and convert them into tickets in HubSpot

・Teams that want to track the status of support requests in HubSpot once they are registered in Airtable

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3. Sales Department

・Teams that want to manage prospect information in Airtable and convert it into tickets in HubSpot for follow-up

・Teams that want to register new leads or customer inquiries in Airtable and streamline responses in HubSpot

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4. Data Management Team

・Teams that want to process data managed in Airtable as tickets in HubSpot to ensure data consistency and tracking

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■Benefits of Using This Template

・The quality of response improves as record information is always managed in its most up-to-date state.

・It significantly reduces work time by eliminating the need to manually create tickets in HubSpot every time a new record is registered in Airtable.

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■Notes

・Please integrate both Airtable and HubSpot with Yoom.

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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.

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Airtable

Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.

Related apps

Airtable