When a contact is added to HubSpot, upload a file to the connected Dropbox.

  1. Apps
  2. HubSpot
  3. When a contact is added to HubSpot, upload a file to the connected Dropbox.
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■Overview

This is a flow where a file is uploaded to the integrated Dropbox when a contact is added to HubSpot.

‍

■Recommended for

1. Sales Department

　・Teams that want to automatically link and manage invoice files stored in Dropbox based on newly registered contact information in HubSpot

　・Teams that want to streamline document management

‍

2. Customer Support Team

　・Teams that want to centrally manage invoice information when new contacts are registered in HubSpot

‍

3. Data Management Team

　・Teams that want to maintain data consistency between HubSpot and Dropbox for consistent customer management

‍

■Benefits of using this template

・Since invoice files are automatically linked to HubSpot contacts, documents can be organized quickly.

・When migrating customer information from another app to HubSpot, the migration process can be done efficiently.

‍

■Notes

・Please integrate both HubSpot and Dropbox with Yoom.

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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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