Update the HubSpot contact when a DocuSign envelope is completed.

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■Overview

This is a flow to update HubSpot contacts when a DocuSign envelope is completed.

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■Recommended for

1. Sales Department

・Teams that want to automatically keep HubSpot contact information up-to-date when a contract is completed in DocuSign, enabling quick follow-up sales actions.

・Teams that want to seamlessly integrate the contract process to enhance the efficiency of the sales pipeline.

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2. Customer Support Team

・Teams that want to automatically update customer information after contract completion to provide prompt and accurate support.

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3. Marketing Department

・Teams that want to adjust marketing campaign targets based on the latest information triggered by the completion of a DocuSign envelope.

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4. Contract Management Department

・Teams that want to immediately reflect contract completion information in HubSpot to streamline contract management.

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■Benefits of Using This Template

・Since contract information changes are instantly reflected in HubSpot, proactive responses become possible, leading to improved customer satisfaction.

・Enhanced analysis based on updated data makes it easier to measure the effectiveness of marketing and sales strategies.

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■Notes

・Please integrate Yoom with both HubSpot and DocuSign.

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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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DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

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