When you receive an email with an attachment, upload the file to Dropbox and link it to HubSpot, leaving a note on the contact.

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■Overview

This is a flow where, upon receiving an email with an attachment, the file is uploaded to Dropbox and linked to HubSpot, leaving a note on the contact.

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■Recommended for

1. Those responsible for managing images or PDF data

・Sales assistants or department heads

・Accounting or general affairs personnel managing forms

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2. Those managing company data with HubSpot

・Office staff using digital tools for schedule management

・Marketing personnel

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3. Those looking to reduce manual input and automate processes

・Small business owners aiming for business automation

・Office staff looking to enhance data accuracy

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■Benefits of using this template

・The entire process is completed automatically, eliminating the need for manual work and improving operational efficiency.

・The flow bot activates automatically, helping to prevent omissions in routine tasks.

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■Notes

・Please integrate Yoom with both HubSpot and Dropbox.

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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.

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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.

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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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Dropbox

Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.

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