When the business card information in Sansan is updated, the ticket in HubSpot is also updated.

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■Overview

This is a flow that updates HubSpot tickets when Sansan business card information is updated.

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■Recommended for

1. Sales Department

・Teams that want to keep HubSpot ticket information up-to-date with business card information updates to streamline sales activities

・Teams that want to quickly share changes in business card information with the entire sales team

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2. Customer Support Team

・Teams that want to automatically update support history and related information in HubSpot when there is a change in business card information to maintain appropriate support

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3. Marketing Department

・Teams that want to adjust marketing activities in HubSpot based on the latest information every time business card information is updated

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4. Data Management Department

・Teams that want to reflect business card information updates in real-time in HubSpot to maintain data consistency and integrity

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■Benefits of using this template

・Changes in business card information are immediately reflected in HubSpot, enabling proactive responses and leading to improved customer satisfaction.

・It allows for responses based on the latest information.

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■Notes

・Please integrate Yoom with both HubSpot and Sansan.

・Sansan is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation and data connect of the configured flow bot will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.

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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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Sansan

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.

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