■Overview
This is a flow where a contract is sent via freee Sign and transaction information is updated when a new deal is created in HubSpot.
■Recommended for
1. Those engaged in sales activities using HubSpot
・Those using it for registering information of client companies
・Sales assistants managing each deal
2. Those utilizing freee Sign to create documents
・Those who need to manage and process documents for each deal
・HR department personnel creating and processing contracts during employee onboarding
■Benefits of using this template
Managing deals in HubSpot and visualizing information is very effective for smooth sales activities.
However, creating contracts and updating statuses for new deals is a labor-intensive task.
This flow is suitable for those who want to automatically create contracts in conjunction with registration in HubSpot.
Once a deal is registered, you can automatically create and send contracts and update transaction information, reducing manual effort.
Additionally, creating documents by quoting registered content prevents input errors.
You can also add actions such as 'Request Approval' before sending documents to enhance the accuracy of the information.
■Notes
・Please integrate Yoom with both HubSpot and freee Sign.
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