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

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■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.

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■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.

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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.

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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.

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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.

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■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.

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■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).

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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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ChatGPT

At Yoom, it is possible to automate various tasks by integrating with the ChatGPT API without any coding. For example, you can enable direct conversations with ChatGPT from chat tools like Slack or Chatwork, and easily integrate ChatGPT with other SaaS platforms without coding. ChatGPT can be utilized for various purposes such as summarizing meeting minutes, extracting text from email content, and creating product descriptions.

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