When a new company is registered in HubSpot, register the client in Jobkan Expense Settlement/Workflow.

■Overview‍

This is a flow to register a client in Jobcan Expense Management & Workflow (jobcan_wf) when a new company is registered in HubSpot.

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■Recommended for‍

1. Those who manage client company information in HubSpot

・Sales assistants or department heads

・Sales representatives of companies exhibiting at trade shows or events

・Administrative staff using digital tools for schedule management

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2. Those who need to manage and process client company documents

・Sales assistants or accounting staff

・Administrative staff or office managers

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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

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■Benefits of using this template‍

・By automatically registering in Jobcan Expense Management & Workflow using the information registered in HubSpot, it helps reduce errors and omissions caused by manual input.

・The flow bot is automatically activated based on the information registered in HubSpot, reducing manual effort.

・Automating the registration in Jobcan Expense Management & Workflow allows for smooth information sharing even if the person in charge of the company and the expense management are different.

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■Notes

・Please integrate HubSpot and Jobcan Expense Management & Workflow with Yoom.

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