When the envelope is completed in GMO Sign, update the deal stage in Hubspot.

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■Overview

This is a flow that updates the deal stage in HubSpot once an envelope is completed in GMO Sign.

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■Recommended for

1. Sales teams using both HubSpot and GMO Sign

・Those who want to digitize the document signing process, such as contracts, with GMO Sign and manage it by linking with HubSpot's deal stages

・Those who want to eliminate the manual effort of changing statuses after contract signing and improve operational efficiency

・Those who want to grasp the contract signing status in real-time and streamline the progress management of sales activities

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2. Executives and managers of companies using HubSpot

・Those who want to enhance the visibility and automation of the sales process to improve the productivity of sales activities

・Those who want to focus human resources on other tasks by streamlining contract management operations

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■Benefits of using this template

・By automatically updating the deal stage in HubSpot triggered by the completion of an envelope in GMO Sign, the effort of manually changing statuses is eliminated, significantly improving operational efficiency.

・By centrally managing the contract signing process in HubSpot, it leads to the identification of bottlenecks and discovery of improvement points, promoting the optimization of the sales process.

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■Notes

・Please integrate both HubSpot and GMO Sign with Yoom.

・How to integrate with GMO Sign: https://intercom.help/yoom/ja/articles/6168734

・How to request a signature with GMO Sign: https://intercom.help/yoom/ja/articles/6168847

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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

GMO Sign

Yoom allows you to utilize the GMO Sign API without any coding. For example, you can create contracts using information from Yoom databases, Salesforce, kintone, etc., and automatically send these contracts through GMO Sign.

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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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