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

■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.