When a card is created in Trello, create a ticket in HubSpot.

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■Overview

This is a flow where a ticket is created in HubSpot when a card is created in Trello.

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■Recommended for

1. Project Management Teams

・Teams that want to seamlessly integrate task management in Trello with ticket management in HubSpot

・Teams that want to automate follow-ups in HubSpot triggered by card creation

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2. Sales Departments

・Teams that want to quickly manage responses in HubSpot for tasks occurring in Trello

・Teams that want to track task progress in HubSpot and enhance customer engagement

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3. Customer Support Teams

・Teams that want to automatically manage support tasks in Trello as tickets in HubSpot for prompt responses

・Teams that want to manage customer inquiries and issues as Trello cards and convert them into HubSpot tickets

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4. Marketing Departments

・Teams that want to link Trello project tasks with HubSpot tickets to enhance follow-up on marketing campaigns

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■Benefits of Using This Template

・Automating the linkage between card information and ticket creation eliminates errors and omissions.

・It enables improved efficiency and data consistency, optimizing resources and allowing for quick responses.

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■Notes

・Please integrate Yoom with both HubSpot and Trello.

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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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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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Trello

Yoom allows you to integrate with Trello's API without any code, enabling you to automate various tasks. You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack and Chatwork.

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