When business card information is registered in Sansan, link with HubSpot to register the company and request confirmation of the details.

No items found.

■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.

How to request materials and apply for a demo
Here
More flowbot templates
Here are some Similar Templates!
When business card information is registered in Sansan, create a contact in Hubspot.
When business card information is registered in Sansan, a contact creation flow is triggered in HubSpot. The business card information registered in Sansan is automatically linked to HubSpot, eliminating the need for manual data entry and significantly improving operational efficiency.
Register business card information registered in Sansan into Microsoft Excel.
When new business card information is registered in Sansan, it is stored in a Microsoft Excel database. The new business card information is automatically added to Microsoft Excel, eliminating the need for manual data entry and preventing any omissions or errors in information management.
Register business card information recorded in Sansan into kintone.
When new business card information is registered in Sansan, it is a flow to register it in kintone. By linking Sansan and kintone, new business card information is automatically added to kintone, eliminating the need for manual input and preventing any omissions or leaks in information management.‍
When a business card is registered in Sansan, it is also registered in JUST.DB.
When a business card is registered in Sansan, it is also registered in JUST.DB. By automating the input and transcription of business card information, human resources can be focused on more value-added tasks. This ensures the accuracy and reliability of the data.
When business card information is registered in Sansan, link with HubSpot to register the company and request confirmation of the details.
This is a flow where a new company is registered in HubSpot in conjunction with Sansan when business card information is registered, and a request is made to confirm the company registration details. The entire process is completed automatically, eliminating the need for manual work, improving task omissions, and enhancing operational efficiency.
Register business card information registered in Sansan to Notion.
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
See all templates
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.
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.
Learn more about Yoom
About the Apps You Use
Sansan
Sansan
 Templates using
HubSpot
HubSpot
Templates using
Related apps
No items found.
Templates using
No items found.
About the apps you use
Sansan
Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
see details
templates
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.
see details
templates
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  See Details