When a message is sent to Microsoft Teams, create a ticket in HubSpot.

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  3. When a message is sent to Microsoft Teams, create a ticket in HubSpot.
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■Overview

This is a flow that creates a ticket in HubSpot when a message is sent to Microsoft Teams.

‍

■Recommended for

1. Customer Support Teams

・Teams that want to automatically reflect customer inquiries and support requests from Microsoft Teams into HubSpot

・Teams that want to centrally manage customer interaction records and respond quickly

‍

2. Sales Teams

・Teams that want to create tickets in HubSpot for leads and deal information through chats in Microsoft Teams to streamline the sales process

‍

3. Project Management Teams

・Teams that want to reflect project-related messages from Microsoft Teams into HubSpot as tickets to smoothly manage project progress

‍

4. IT Support Teams

・Teams that want to record internal inquiries and technical support requests from Microsoft Teams as tickets in HubSpot to enhance IT support efficiency

‍

■Benefits of Using This Template

・Eliminates the need for manual data entry, improving operational efficiency.

・Efficient data management and optimization of business processes can lead to resource savings.

‍

■Notes

・Please integrate both HubSpot and Microsoft Teams with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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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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