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

■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.