When a company is created in HubSpot, search for the client in freee Accounting, and if not registered, create the client.

■Overview

This flow involves searching for a client in freee Accounting when a company is created in HubSpot, and creating a client if none is found.

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■Recommended for

1. Companies managing deals in HubSpot

・Sales department managers of companies with many branches

・Sales representatives managing and clarifying the status of each deal

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2. Those using freee Accounting for bookkeeping

・Sales assistants responsible for communication with companies

・Accountants responsible for deal-related accounting

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■Benefits of using this template

Managing sales activities using HubSpot allows for easy management of company information and smooth information sharing within the team.
However, verifying registration information in freee Accounting and manual registration can be cumbersome.

This flow is suitable for those who want to eliminate the hassle of verifying freee Accounting registration details when registering in HubSpot.
By searching for freee Accounting registrations based on the information registered in HubSpot, data duplication can be prevented.
Additionally, if no registration is found, client information can be automatically created in freee Accounting, preventing manual errors.

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■Notes

・Please connect both HubSpot and freee Accounting with Yoom.

・Branching is a feature available with the Mini Plan or higher (Operations). If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.

・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (Operations).