When a new company is registered in HubSpot, create a ticket based on the response from the integrated OpenAI.

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■Overview

This is a flow where when a new company is registered in HubSpot, it connects with OpenAI based on the registration details to have a conversation and create a ticket in HubSpot.

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■Recommended for

1. Those who need research across a wide range of industries

・Sales representatives who do not choose an industry

・Marketing personnel of companies with many departments

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2. Those who regularly use HubSpot to manage company information

・Sales assistants or department heads

・General affairs departments or administrative staff overseeing the entire company

3. Those who want to reduce manual input tasks by utilizing AI technology

・Owners of small and medium-sized enterprises aiming for operational efficiency

・Administrative managers interested in workflow automation

■Benefits of using this template

・By automatically conversing with OpenAI and creating tickets using the registration details, it enables the automation of routine tasks, thereby improving operational efficiency.

・Since the entire process is completed automatically, it prevents human errors.

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■Notes

・Please integrate Yoom with both HubSpot and OpenAI.

・Using ChatGPT or OpenAI's API may incur additional costs with OpenAI. Please check OpenAI's official website for details.

・AI operations are functions (operations) available only with the Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the operations of the flow bot set will result in an error, so please be careful.

・Paid plans such as the Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).

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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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OpenAI

At Yoom, you can utilize OpenAI's API without any coding. By integrating OpenAI with Yoom, you can instruct OpenAI using information from the Yoom database and various SaaS platforms. For example, you can automate various tasks using OpenAI, such as summarizing meeting minutes, extracting text from email content, and creating product descriptions.

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Notion