■Overview
This is a flow where a new company registered in HubSpot is linked to Stripe to create a customer by referencing the registration details.
■Recommended for
1. Personnel responsible for managing customer information
・Sales assistants or department heads
・Accounting personnel managing customer payments
2. Those managing company representative data in HubSpot
・Administrative staff using digital tools for schedule management
・Marketing personnel
3. Those looking to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff looking to enhance data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving operational efficiency.
・The flow bot is automatically activated based on the registration details, helping to improve task oversight.
■Notes
・Please integrate Yoom with both HubSpot and Stripe.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connection of the configured flow bot will result in errors, 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 apps that are normally restricted.
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