When a lead is created in Salesforce, create a contact in HubSpot.

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■Overview

This flow creates a contact in HubSpot when a record is registered in the lead object in Salesforce.

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■Recommended for

1. Sales Department

・Teams that want to automatically reflect leads managed in Salesforce in HubSpot to streamline sales activities

・Teams that want to centrally manage lead information and perform quick follow-ups

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2. Marketing Team

・Teams that want to utilize lead information obtained in Salesforce in HubSpot to enhance marketing campaigns and lead nurturing

・Teams that want to implement personalized marketing strategies based on lead behavior history

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3. Customer Support Team

・Teams that want to share Salesforce lead information with HubSpot to maintain consistency in customer support

・Teams that want to smoothly manage the conversion process from lead to customer

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■Using this Template‍

・Analysis based on lead data is enhanced, making it easier to measure the effectiveness of marketing and sales strategies.

・By automatically creating a contact in HubSpot every time a lead is registered in Salesforce, you can eliminate the hassle of manual data entry.

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■Notes

・Please integrate both HubSpot and Salesforce with Yoom.

・Salesforce 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 2-week free trial. During the free trial, you can use apps that are normally restricted.

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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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Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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