■Overview
This flow registers a new company in HubSpot and requests confirmation of the registered company details when business card information is registered in Sansan.
■Recommended for
1. Those who manage business card data with Sansan
・Office staff who manage business cards using digital tools
・Sales representatives and sales assistants
・Customer service personnel such as general affairs and office staff
2. Representatives of companies that manage customer information with HubSpot and use it for business negotiations, etc.
・Sales representatives and project leaders
・Those in a position to oversee departments
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Office staff who want to improve 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 registered content, helping to prevent operational oversights.
・Including an approval action increases the accuracy of the registered content.
■Notes
・Please integrate Yoom with both Sansan and HubSpot.
・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the 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 subject to restrictions.
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