■Overview
This is a flow where, upon reaching the specified schedule, a request is made to the person in charge, an event is created in Google Calendar, and a note is created in HubSpot.
■Recommended for
1. Companies managing internal schedules with Google Calendar
・Office staff using digital tools for schedule management
・Managers in the headquarters of companies with many branches
2. Representatives of companies managing operations with HubSpot
・Sales department managers handling numerical target management
・Representatives of companies handling marketing operations
3. Those looking to reduce manual input and automate processes
・Owners of small to medium-sized enterprises aiming for operational efficiency
・Administrative and office staff with heavy data entry tasks
・Marketing staff using digital tools for operations
■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 based on the registered content, improving task oversight.
・Automating the creation of regular meetings allows for smoother schedule management.
■Notes
・Please integrate Yoom with both HubSpot and Google Calendar.