When a deal is registered in HubSpot, create a case on the board.

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  3. When a deal is registered in HubSpot, create a case on the board.
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■Overview

This is a flow to create a new deal on the board when a deal is registered in HubSpot.


■Recommended for

1. Sales teams using both HubSpot and board

・Those who want to automatically reflect deal information registered in HubSpot on the board

・Those who want to avoid double entry of deal information and improve work efficiency

・Those who want to centrally manage deal information in both HubSpot and board

‍

2. Sales representatives mainly using HubSpot

・Those who want to manage deal progress and tasks on the board

・Those who want to manage more detailed information by linking HubSpot deal information to the board


■Benefits of using this template

HubSpot is a tool that streamlines customer management and sales activities, but there is often a need to link deal information managed in HubSpot with other project management tools like board.
On the other hand, if HubSpot and board are operated separately, it is necessary to manually enter the deal information registered in HubSpot into the board, which is not only time-consuming but also poses the risk of transcription errors and omissions.

By using this flow, the linkage of customer information between HubSpot and board is automated, eliminating the need for manual transcription and significantly improving work efficiency while reducing the risk of human error. Additionally, since the information in HubSpot and board is always synchronized, all team members can stay updated with the latest deal information.

‍

■Notes

・Please link each of HubSpot and board with Yoom.

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