■Overview
This is a flow where a ticket is created in HubSpot based on ChatGPT's response when a new company is registered in HubSpot.
■Recommended for
1. Sales Department
・Teams that want to automatically generate response strategies and additional information using ChatGPT every time a new company is registered in HubSpot, and create tickets based on that.
・Teams that want to quickly analyze new company information and conduct appropriate follow-ups.
2. Customer Support Team
・Teams that want to automatically create tickets for the support team to respond quickly and appropriately by using ChatGPT's response results when a new company is registered.
3. Marketing Department
・Teams that want to trigger the registration of a new company to create tickets based on marketing information and response strategies obtained from ChatGPT, and streamline campaigns and follow-ups.
4. Project Management Team
・Teams that want to automatically analyze new company information and utilize ChatGPT's response results to establish project response strategies and create tickets.
■Benefits of Using This Template
・By utilizing ChatGPT to automatically generate response strategies and additional information every time a new company is registered, and creating tickets in HubSpot based on that, you can significantly reduce manual effort.
・Using ChatGPT ensures that the response strategies and information for new companies are of high quality, improving the quality of customer interactions.
■Notes
・Please integrate both HubSpot and ChatGPT with Yoom.
・There may be additional costs incurred with OpenAI for using ChatGPT or OpenAI's API. Please check OpenAI's official website for details.
・AI operations are functions (operations) available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a custom object record is created or updated
When an order is created or updated
When an order is created
When a ticket is created
When a ticket is created or updated
When a Service is created
When a Service is created or updated
Generate Text
Generate Text (Image Attachment)
Generate Text (Advanced)
Generate Text (Web Search)
Generate Text from Image URL
Create Contact
Retrieve Contact
Get Latest Contact IDs
Update Contact
Search Contact (Keyword Search)
Create Company
Retrieve Company Information
Retrieve Latest Company ID
Update Company
Search Company (Keyword Search)
Create Deal
Get Deal Details
Retrieve Latest Deal ID
Generate TextGenerate Text (Image Attachment)Generate Text (Advanced)Generate Text (Web Search)Generate Text from Image URL
When a new contact is createdWhen a new company is createdWhen a new deal is createdWhen a contact is created or updatedWhen a company is created or updatedWhen a deal is created or updatedForm SubmittedWhen a product is createdWhen a product is created or updatedWhen a deal is updated to the specified stageWhen a record is created in a custom objectWhen a custom object record is created or updatedWhen an order is created or updatedWhen an order is createdWhen a ticket is createdWhen a ticket is created or updatedWhen a Service is createdWhen a Service is created or updatedWhen a Task is createdWhen a note is added to a deal
Create ContactRetrieve ContactGet Latest Contact IDsUpdate ContactSearch Contact (Keyword Search)Create CompanyRetrieve Company InformationRetrieve Latest Company IDUpdate CompanySearch Company (Keyword Search)Create DealGet Deal DetailsRetrieve Latest Deal IDUpdate DealSearch Deals (Keyword)Get Contact Custom PropertiesRetrieve Company Custom PropertiesGet Deal Custom PropertiesGet List of Contact IDsGet List of Company IDsSearch Deals (Filter Search)Update Contact Custom PropertyUpdate Company Custom PropertiesUpdate Deal Custom PropertiesCreate TicketSubmit Information to FormUpdate TicketAssociate RecordsAdd Note to ContactGet Public URL of FileGet Custom Object RecordsCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object RecordsRetrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Update Ticket Custom PropertyAdd Note to CompanyAdd Note to DealAdd Note to TicketAdd Meeting to CompanySearch multiple contacts (filter criteria)Get Ticket DetailsAdd Product Item to DealSearch Products (Filter Search)
Get Owner (Representative) InformationGet List of Owners (Assignees)Search Multiple Companies (Filter Conditions)Add a Note to a Custom Object RecordRetrieve Company IDs Associated with a Specific ContactRetrieve the Custom Object Record ID Associated with a Specific DealCreate userRetrieve Service Custom PropertiesCreate Meeting LogGet ticket custom propertiesGet quoteUpdate quoteCreate taskDelete quoteSearch quotesCreate formCreate Call LogList tax ratesSearch deals (filter)Search fees (filter)Search discounts (filter)Search quote templates (filter)Add signer to quoteCreate QuoteGet line items for a dealGet line item detailsList tasksGet taskCheck object associationsGet user detailsSearch users (keyword)Search users (filter)Get subscription definitions
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