When HubSpot deal information is updated, update the board's deal information.

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  2. HubSpot
  3. When HubSpot deal information is updated, update the board's deal information.
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■Overview

This is a flow that updates the project information on board when the deal information in HubSpot is updated.


■Recommended for

1. Sales teams using both HubSpot and board

・For those who want to automatically reflect updated deal information from HubSpot to board

・For those who want to improve work efficiency by avoiding duplicate entry of deal information

・For those who want to centrally manage project information in both HubSpot and board

‍

2. Sales representatives mainly using HubSpot

・For those who want to always manage project progress and tasks on board

・For those who want to achieve more detailed information management by linking HubSpot deal information to board


■Benefits of using this template

It is important to keep up-to-date with the progress of sales activities in HubSpot.
However, manually reflecting the updated information from HubSpot into the board's project management tool can be time-consuming and labor-intensive, increasing the risk of information update omissions and inconsistencies.

By using this flow, the information linkage between HubSpot and board is automated, eliminating the need for manual updates, significantly improving work efficiency, and ensuring information accuracy.

‍

■Notes

・Please connect both HubSpot and board with Yoom.

・In this flow, you need to prepare a custom property in HubSpot to store the board's project ID in advance.

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