When a new lead is created in ZohoCRM, create a ticket in HubSpot.

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■Overview

This is a flow where a ticket is created in HubSpot when a new lead is created in ZohoCRM.

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■Recommended for

1. Sales Department

・Teams that manage leads using ZohoCRM and handle ticket management in HubSpot

・Teams that want to streamline sales activities and quickly follow up with leads

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2. Customer Support Team

・Teams that want to immediately create tickets in HubSpot for inquiries or support requests from leads and handle them smoothly

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3. Marketing Team

・Teams that want to develop marketing activities in HubSpot based on new lead information in ZohoCRM

・Teams that want to utilize lead information for targeted campaigns and nurturing

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■Benefits of using this template

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

・Real-time information updates and consistent data management can lead to effective business progress and customer response.

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■Notes

・Please integrate Yoom with both HubSpot and ZohoCRM.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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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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Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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