■Overview
This is a flow that creates a channel in Microsoft Teams when a new deal is created in HubSpot.
■Recommended for
1. Those who manage deals and other tasks in HubSpot
・Sales assistants and accounting staff
・Administrative staff and office managers
2. Those who use Microsoft Teams for meetings and messaging
・Department heads using it for internal communication
・Sales assistants responsible for communication with client companies
・Sales representatives using it for web meetings with customer companies
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・By automatically creating a channel in Microsoft Teams triggered by the creation of a deal in HubSpot, it reduces manual work and improves business efficiency.
・Automatically creating a channel in Microsoft Teams allows projects to be initiated immediately.
・Following the creation of a channel in Microsoft Teams, it is also possible to invite members via chat or email notifications.
■Notes
・Please integrate both HubSpot and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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