When a new contact is created in HubSpot, create lead information in BowNow.

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■Overview

This is a flow to create lead information in BowNow when a new contact is created in HubSpot.


■Recommended for

1. Individuals responsible for converting prospects into customers

・Sales assistants or department heads

・Sales representatives of companies exhibiting at trade shows or events

2. Users of marketing tools

・Marketing professionals

・Representatives of companies entrusted with marketing tasks by other companies

3. Those looking to reduce manual input and automate processes

・Owners of small and medium-sized enterprises aiming for business automation

・Administrative staff looking to enhance data accuracy

■Benefits of using this template

・Automatically registering HubSpot entries in BowNow saves the effort of manual input.

・Automatic registration based on HubSpot entries prevents errors from manual input.

・Integrating HubSpot and BowNow enables quick response and information sharing, strengthening lead nurturing and contributing to an increased conversion rate.

・Using multiple marketing tools can enhance marketing accuracy.

・Sharing HubSpot contact information in BowNow maintains consistency in customer service, leading to improved customer satisfaction.

■Notes

・Please integrate Yoom with both BowNow and HubSpot.

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BowNow
Yoom allows you to automate tasks by integrating with BowNow's API without any coding. For example, you can set up notifications in a chat tool when lead information is updated in BowNow, or add lead information to BowNow based on the leads registered in Salesforce, HubSpot, and other platforms.
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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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