When a deal is created in HubSpot, create a quote in freee Invoices.

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■Overview

This is a flow that creates a quote in freee Invoices when a new deal is created in HubSpot.

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■Recommended for

1. Sales teams using both HubSpot and freee Invoices

・Those who want to eliminate the hassle of manually entering and transferring quotes created in HubSpot to freee Invoices

・Those who want to reduce input errors and quickly create accurate quotes

・Those who want to integrate and centrally manage deal information in HubSpot and quote information in freee Invoices

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2. Accounting personnel using both HubSpot and freee Invoices

・Those who want to automatically create quotes in freee Invoices when a quote is created in HubSpot

・Those who want to collaborate with the sales team for smooth quote creation and billing processing

・Those who want to eliminate duplicate management of quote information and maintain data consistency

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■Benefits of using this template

For companies managing customers and sales activities with HubSpot, new deals are a crucial step for business growth. Creating quotes based on deal information and entering them into freee Invoices manually is time-consuming and labor-intensive.

By utilizing this flow, the information linkage between HubSpot and freee Invoices is automated, eliminating the need for manual quote creation and entry into freee Invoices, significantly improving operational efficiency and reducing the risk of human error.

Additionally, centralized management of quote information in freee Invoices leads to more efficient billing operations.

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■Notes

・Please integrate Yoom with both HubSpot and freee Invoices.

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About the Apps You Use

freee Invoice

Yoom allows you to integrate with the freee Invoice API without any code, enabling the automation of various tasks. For example, you can connect freee Invoice with other tools like Salesforce and kintone to automatically generate documents such as invoices and quotations.

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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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