When a deal is added to Pipedrive, create a deal in HubSpot as well.

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■Overview

This is a flow that creates a deal in HubSpot when a deal is added to Pipedrive.

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■Recommended for

1. Sales Department

・Teams using Pipedrive as their main sales management tool and also managing deals in HubSpot

・Teams wanting to synchronize data between Pipedrive and HubSpot to enhance sales activities

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2. Sales Managers

・Administrators using multiple CRM tools and wanting to centrally manage all deal data in HubSpot

・Managers wanting to monitor sales performance in real-time and streamline report creation

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3. Marketing Team

・Teams wanting to conduct marketing campaigns in HubSpot based on deal information added in Pipedrive

・Teams wanting to utilize deal data to strengthen lead nurturing and customer engagement

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■Benefits of using this template

・Achieve operational efficiency and optimize data management, enhancing integration between Pipedrive and HubSpot.

・With real-time information updates and consistent data management, effective business progress and customer engagement can be expected.

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■Notes

・Please integrate Yoom with both HubSpot and Pipedrive.

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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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Pipedrive

Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.

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