When a case is registered on the board, create a ticket in HubSpot.

  1. Apps
  2. HubSpot
  3. When a case is registered on the board, create a ticket in HubSpot.
Try this Template
No items found.
Try this template
No items found.

■Overview

This is a flow where a ticket is created in HubSpot when a case is registered on the board.

‍

■Recommended for

1. Sales Department

・Teams that want to automatically create tickets in HubSpot when a new case is registered on the board to streamline sales activities

・Teams that want to centrally manage case information and smoothly progress through the sales process

‍

2. Project Management Team

・Teams that want to share case information managed on the board with HubSpot to track and manage project progress

・Teams that want to grasp the progress of cases in real-time and respond quickly

‍

3. Customer Support Team

・Teams that want to reflect cases registered on the board in HubSpot to centrally manage customer interaction history

・Teams that want to ensure smooth handling of customer inquiries and issues through integration

‍

■Benefits of Using This Template

・Automation enables efficient case management and sales activities.

・You can quickly adjust strategies based on customer needs to maximize results.

‍

■Notes

・Please integrate Yoom with both HubSpot and the board.

このテンプレートを試してみる
How to request materials and apply for a demo
Here
More flowbot templates
Extract inquiries from HubSpot forms and automatically reply with Gmail
Extract inquiries from HubSpot forms and automatically reply with Gmail
Gmail
When a contact is created in HubSpot, notify Slack and add it to Google Sheets.
When a contact is created in HubSpot, notify Slack and add it to Google Sheets.
HubSpot
When deal information is registered in HubSpot, create an event in Google Calendar and send a notification to Slack.
When deal information is registered in HubSpot, create an event in Google Calendar and send a notification to Slack.
Google Calendar
When a schedule is registered in TimeRex, update the stage of the contact in HubSpot.
When a schedule is registered in TimeRex, update the stage of the contact in HubSpot.
TimeRex
When the stage of a contact in Hubspot is updated to a specific stage, retrieve the value of a custom property, create a client in freee Accounting, and issue an invoice.
When the stage of a contact in Hubspot is updated to a specific stage, retrieve the value of a custom property, create a client in freee Accounting, and issue an invoice.
freee Accounting
When a Hubspot contact reaches a specific status, issue a document in Microsoft Excel.
When a Hubspot contact reaches a specific status, issue a document in Microsoft Excel.
HubSpot
When a Hubspot contact reaches a specific status, generate a document in Google Docs.
When a Hubspot contact reaches a specific status, generate a document in Google Docs.
HubSpot
When a Hubspot contact reaches a specific status, generate a document in Google Sheets.
When a Hubspot contact reaches a specific status, generate a document in Google Sheets.
HubSpot
毎月1日にHubspotで特定のステータスになっている会社情報を取得して、freee請求書で請求書を作成する
毎月1日にHubspotで特定のステータスになっている会社情報を取得して、freee請求書で請求書を作成する
HubSpot
HubSpotのフォームからのお問い合わせをNotionに登録し、Slackに通知する
HubSpotのフォームからのお問い合わせをNotionに登録し、Slackに通知する
HubSpot
Register the client information submitted through the HubSpot form into Money Forward Cloud Accounting.
Register the client information submitted through the HubSpot form into Money Forward Cloud Accounting.
Money Forward Cloud Accounting
When the status is changed in HubSpot, register the client in Money Forward Cloud Accounting.
When the status is changed in HubSpot, register the client in Money Forward Cloud Accounting.
Money Forward Cloud Accounting
Squareで決済が完了したらHubSpotに顧客情報を登録する
Squareで決済が完了したらHubSpotに顧客情報を登録する
Square
When a lead is registered in HubSpot's contacts, notify directly.
When a lead is registered in HubSpot's contacts, notify directly.
HubSpot
Extract information received in Outlook using AI and add it to the board.
Extract information received in Outlook using AI and add it to the board.
Microsoft Outlook
Register a contact in HubSpot from the signature information of the received email.
Register a contact in HubSpot from the signature information of the received email.
HubSpot
Register a contact in HubSpot from the signature information of an email received in Outlook
Register a contact in HubSpot from the signature information of an email received in Outlook
HubSpot
Register a contact in HubSpot from the signature information of an email received in Gmail.
Register a contact in HubSpot from the signature information of an email received in Gmail.
HubSpot
Select a meeting participant from HubSpot and create a Zoom meeting URL.
Select a meeting participant from HubSpot and create a Zoom meeting URL.
Zoom
After answering with the recording data of the business meeting on Google Forms, transcribe and summarize it, then register it in the notes on HubSpot.
After answering with the recording data of the business meeting on Google Forms, transcribe and summarize it, then register it in the notes on HubSpot.
Google Forms
When a supplier is registered in Rakuraku Sales, add it to the board.
When a supplier is registered in Rakuraku Sales, add it to the board.
Board
Register information from HubSpot into the core system.
Register information from HubSpot into the core system.
When a company is registered in HubSpot, register a spot in cyzen.
When a company is registered in HubSpot, register a spot in cyzen.
cyzen
Send messages from HubSpot to the official LINE account
Send messages from HubSpot to the official LINE account
LINE Official Account
Add users to HubSpot when they add the LINE official account as a friend.
Add users to HubSpot when they add the LINE official account as a friend.
LINE Official Account
Here are some Similar Templates!
Record new contact information registered in HubSpot into a Google Spreadsheet.
The new contact information registered in HubSpot will be entered into a specified Google Spreadsheet. It is possible to automatically transfer basic information such as the contact's name, email address, and phone number without accessing the spreadsheet.‍
See details
When an email arrives, update the lead status in HubSpot.
Emails sent to Yoom's email address will trigger a search of contact information in HubSpot and update the lead status.‍
See details
Notify Chatwork when a new contact is registered in HubSpot.
When a new contact is registered in HubSpot, a notification will be sent to any chat room in Chatwork. The content of the notification message can be freely set.‍
See details
When a new deal is created in HubSpot, send a contract via freee Sign and update the deal information.
When a new deal is created in HubSpot, this flow sends a contract via freee Sign and updates the deal information. It eliminates the need for manual work and prevents input errors by creating documents based on the registered information.
See details
When a new contact is registered in HubSpot, register it in kintone.
When a new contact is registered in HubSpot, a new record will be created in kintone. *For example, information such as name, phone number, and email address can be registered in kintone.
See details
When a contact is updated in Hubspot, store it in NotionDB.
When a new deal is updated in HubSpot, this flow stores the deal information in a Notion database. By automating the process from updating in HubSpot to storing in the Notion database, you can eliminate any gaps or omissions in information management and improve work efficiency without having to manually check the updated content in HubSpot.
See details
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Learn more about Yoom
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
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.
Related apps
HubSpot
 Templates using
View all related templates
Learn more about Yoom
Board
In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.
Related apps
Board
Templates using
View all related templates
Learn more about Yoom
Related apps
No items found.
Templates using
No items found.
View all related templates
Learn more about Yoom
HubSpot
×
Board
– See what else you can do.
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.
see details
templates
Similar apps
Bannerbear
Ecomail
DataForSEO
Mastodon
ZeroBounce
Kairos3 Marketing
Mautic
GetResponse
ClickFunnels
Customer.io
Board
In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.
see details
templates
Similar apps
Pennylane
sevdesk
Chargebee
Money Forward Cloud Accounting Plus
invox Invoice
invox Invoice Receiving
Bakuraku Electronic Ledger Preservation
Bakuraku Common Management
Bakuraku Expense Management
Bakuraku Invoice
see details
templates
No items found.
Similar apps
No items found.
HubSpot
×
Board
– See what you can do.
API Actions That can be No-Code
Executable API actions
everything
HubSpot
Board
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Tab 1
                  Tab 2
                  Tab 3
                  List of Related Blog Posts
                  I'm explaining in detail how to automate work using the app I used this time!
                  2025/01/29
                  How to Integrate Applications
                  How to integrate HubSpot with Money Forward Cloud Accounting to automatically register a client in Money Forward Cloud Accounting when the status changes in HubSpot
                  m.wadazumi
                  2024/11/26
                  How to Integrate Applications
                  How to integrate Google Sheets with HubSpot to create a contact in HubSpot when a row is added in Google Sheets
                  m.i
                  2024/12/06
                  How to Integrate Applications
                  How to integrate Google Sheets with HubSpot to update contact information in HubSpot when a row is updated in Google Sheets
                  m.i
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  Learn More
                  Explore AppsPricingCustomer Review & Success StoriesWorkshops & SeminarsUse CasesBlog
                  Products
                  Action RequestsSummarizationChrome ExtensionsDatabase
                  App IntegrationEmailAI-OCRDocuments
                  FormData ManagementData ConversionBrowser Automation
                  Templates
                  DatabaseFlowbot
                  Service List
                  YoomYoom knowledge
                  Company Overview
                  Terms of use
                  Privacy Policy
                  Security policy
                  Notation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  Learn More
                  AppsPricingUser Voicesseminarsuse casesBlogs
                  Functions
                  App IntegrationFormAI-OCRSummarizationDatabaseChrome Extensions
                  EmailAction RequestsData ManagementData ProcessingBrowser ActionsDocuments
                  templates
                  databasesFlowbot
                  List of Services
                  YoomYoom knowledge
                  Company OverviewTerms of useprivacy policysecurity policyNotation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  See Details