Read business card information using OCR and register the contact in HubSpot.

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■Overview

This is a flow to read business card information via OCR and register contacts in HubSpot.

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■Recommended for

1. Sales and marketing personnel using HubSpot

・Those who want to efficiently register business card information collected at exhibitions and events into HubSpot

・Those who want to reduce the hassle of manually entering business card information and streamline lead management

・Those who want to digitize business card information and enhance their customer database

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2. Executives and managers of companies using HubSpot

・Those who want to improve the efficiency of sales activities and increase the number of leads acquired

・Those considering cost reduction through the digitization of business card information

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■Benefits of using this template

・Accurate character recognition by OCR prevents errors from manual input and enhances data reliability.

・Automatically read business card information via OCR and register it in HubSpot, saving the trouble of manual input and significantly improving work efficiency.

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■Notes

・Please link HubSpot with Yoom.

・AI operations are only available in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations of the set flow bot will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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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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