When a contact is created in HubSpot, create a lead in Pipedrive.

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■Overview

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

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■Recommended for

1. Sales Department

・Teams that want to reflect newly registered contact information in HubSpot to Pipedrive to streamline lead management and sales activities

・Teams that want to integrate HubSpot and Pipedrive to seamlessly progress their sales process

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2. Marketing Department

・Teams that want to manage lead information obtained in HubSpot with Pipedrive to strengthen the collaboration between marketing and sales

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3. Business Development Team

・Teams that want to share new lead information with HubSpot and Pipedrive to promote business development activities

・Teams that want to streamline lead follow-ups to maximize business opportunities

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4. Data Management Team

・Teams that want to maintain data consistency between HubSpot and Pipedrive and centrally manage lead information

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■Benefits of Using This Template

・By automating lead information registration and lead creation, you can reduce human resources and allocate resources to other important tasks.

・Since the target list is always updated to the latest state, highly accurate sales activities are possible.

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■Notes

・Please integrate both HubSpot and Pipedrive 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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Pipedrive

Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.

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