When a deal is created in HubSpot, also create a client in freee Accounting.

■Overview

This flow creates a client in freee Accounting whenever a new deal is created in HubSpot.

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■Recommended for

1. Sales teams using both HubSpot and freee Accounting

・For those who want to automate the transfer of leads and customer information acquired in HubSpot to freee Accounting to expedite accounting processes

・For those who want to reduce errors from manual entry of customer information and ensure data accuracy

・For those who want to strengthen the integration between sales activities and accounting processes to improve operational efficiency

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2. Accounting personnel using both HubSpot and freee Accounting

・For those who want to automatically register client information created in HubSpot into freee Accounting to reduce the effort of accounting processes

・For those who want to collaborate with the sales team to achieve smooth information sharing

・For those who want to eliminate duplicate management of customer information and maintain data consistency

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■Benefits of using this template

・Centralized management of customer information in HubSpot and freee Accounting saves the effort of searching for information and improves operational efficiency.

・Whenever a deal is created in HubSpot, a client is immediately created in freee Accounting, ensuring that the latest information is always maintained.

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■Notes

・Please integrate Yoom with both freee Accounting and HubSpot.