When a contact is created in HubSpot, create a folder in Dropbox.

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  3. When a contact is created in HubSpot, create a folder in Dropbox.
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■Overview

This is a flow that creates a folder in Dropbox when a new contact is created in HubSpot.

‍

■Recommended for

1. Sales Department

・Teams that want to create individual folders in Dropbox based on newly registered contact information in HubSpot to manage customer information and related documents

・Teams that want to create folders for each customer to streamline document management

‍

2. Customer Support Team

・Teams that want to automatically generate folders in Dropbox when a new contact is registered in HubSpot to centrally manage customer support materials and communications

‍

3. Marketing Department

・Teams that want to create folders in Dropbox based on lead information obtained in HubSpot to organize campaign materials and marketing documents

‍

4. Project Management Team

・Teams that want to manage new customer or partner information in HubSpot and manage related project materials in Dropbox

‍

5. Data Management Team

・Teams that want to maintain consistency of customer data between HubSpot and Dropbox for consistent customer management

‍

■Benefits of using this template

・Folders are automatically created in Dropbox, allowing for quick organization of materials and documents.

・Real-time sharing of customer interaction progress and related materials reduces miscommunication and enables smooth business operations.

‍

■Notes

・Please integrate Yoom with both HubSpot and Dropbox.

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About the apps you use
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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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