When business card information is registered in Sansan, create a contact in Hubspot.

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■Overview

This is a flow to create a contact in HubSpot when business card information is registered in Sansan.

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■Recommended for

1. Sales and marketing teams using both HubSpot and Sansan

・Those who want to automatically import business card information registered in Sansan into HubSpot to streamline lead management

・Those who want to quickly start lead nurturing in HubSpot after exchanging business cards

・Those who want to reduce the hassle of manual data entry and prevent human errors

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2. Business owners and managers using HubSpot

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

・Those who want to develop more effective marketing and sales strategies through the synergy of linking Sansan and HubSpot

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■Benefits of using this template

・Since business card information registered in Sansan is automatically linked to HubSpot, the hassle of manual data entry is eliminated, greatly improving work efficiency.

・Sharing business card information in HubSpot facilitates smooth information sharing among team members, leading to more efficient sales activities.

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■Notes

・Please link Yoom with both HubSpot and Sansan.

・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flowbot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial period.

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About the Apps You Use

Sansan

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.

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Sansan

Templates using

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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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