■Overview
This is a flow that creates a new folder in Box when a new company is created in HubSpot.
■Recommended for
1. Those who manage companies using HubSpot
・Sales assistants or accounting staff managing prospects
・Administrative staff or office managers
2. Representatives of companies that have adopted Box for data storage
・Sales assistants managing company information in folders by company
・Customer service representatives storing materials for web meetings
3. Those who want to reduce manual work and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Marketing personnel managing data using digital tools
■Benefits of using this template
・Automatically creates a folder with the company name based on the registration in HubSpot, reducing manual effort and increasing operational efficiency.
・Automatically creates a folder triggered by registration, allowing for a smooth start to subsequent anticipated tasks.
・Prevents manual input errors by quoting from HubSpot registration, maintaining data accuracy.
・Centralizes customer information and related files on Box, reducing the effort to search for information and improving operational efficiency.
■Notes
・Please integrate both Box and HubSpot with Yoom.
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