When a new lead is created in ZohoCRM, create a contact in HubSpot by integrating the two systems.

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■Overview

This is a flow that creates a new contact in HubSpot when a new lead is created in ZohoCRM.

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■Recommended for

1. Personnel responsible for converting leads into customers

・Sales assistants or department heads

・Sales representatives of companies exhibiting at trade shows or events

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2. Those managing business cards or company contact data in Zoho CRM

・Administrative staff using digital tools for schedule management

・Marketing personnel

3. Those looking to reduce manual input tasks and automate processes

・Owners of small and medium-sized enterprises aiming for business automation

・Administrative staff looking to improve data accuracy

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■Benefits of using this template

・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.

・The flow bot is automatically activated based on the registered content, leading to improvements in task oversight.

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■Notes

・Please integrate Yoom with both Zoho CRM and HubSpot.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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About the Apps You Use

Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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Zoho CRM

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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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