ApolloとGoogle スプレッドシートの連携イメージ
How to Integrate Applications

2024/12/01

How to integrate Apollo with Google Sheets and automatically add contacts to Google Sheets after creating them in Apollo

s.miyamoto

Would you like to automate the transcription of contact information and reduce time costs?
By integrating Apollo with Google Sheets, you can streamline data management and enhance productivity in your operations.
This article provides a detailed explanation of how to easily implement this integration without any coding, along with its benefits.
If you're struggling with manual data transcription, be sure to try this app integration.

Recommended for

・Marketing teams looking to effectively utilize data analysis in Google Sheets
・Team leaders who want to centrally manage customer information in Apollo
・Managers who want to quickly share data between Apollo and Google Sheets for informed decision-making
・Sales representatives who want to facilitate smooth data sharing between teams

Benefits and Examples of Integrating Apollo with Google Sheets

Benefit 1: Improved Data Consistency

Automatically adding contact information registered in Apollo to Google Sheets can prevent data duplication and input errors.
Manual data management carries a high risk of mistakes, especially when handling large volumes of contact information.
However, with app integration, data transfer from Apollo's system to Google Sheets is automated, ensuring data consistency. It also leads to a reduction in manual work time.
This allows sales and marketing teams to access accurate and up-to-date information, supporting efficient business operations.

Benefit 2: Streamlined Data Analysis

By automatically adding contact information from Apollo, the latest data is continuously reflected in the spreadsheet, eliminating the need for manual updates.
This makes it easier to conduct data analysis and make decisions based on accurate information.
For example, you can timely measure the success of marketing campaigns using new leads and customer information, or support performance evaluations of the sales team.
With timely updates, you can flexibly respond to changes in the situation and quickly determine the next course of action.

Benefit 3: Enhanced Team Collaboration

Google Sheets allows multiple users to access and edit simultaneously, which can enhance team collaboration.
When contact information from Apollo is automatically reflected in the spreadsheet, sales, marketing, and customer support teams can quickly access the same data, preventing information transmission leaks and time loss in communication.
For example, the sales team can immediately share new lead information with the marketing team, supporting flexible responses such as quickly changing campaign targets.

[About Yoom]

How to Create a Connection Flow between Apollo and Google Sheets

From here, I will explain the steps for app integration.
The general flow is as follows:

・Integrate Apollo and Google Sheets with My Apps
・Copy the template
・Set a trigger in Apollo and set an action in Google Sheets
・Turn on the trigger to complete the preparation for flow operation
If you are already registered with Yoom, log in. If not, please register for free and then proceed with the setup.

Step 1: Integrate Apollo and Google Sheets with My Apps

First, integrate Apollo and Google Sheets with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+ New Connection".

Search for Apollo and click on it.

Set the account name and enter the access token.
Enter any name for the account name.
Enter the API key issued here for the access token.
After entering, click "Add" to complete the integration with My Apps.

Similarly, search for Google Sheets and click on it.

Then, click "Sign in with Google" and sign in with your Google account.

After signing in, grant access to complete the integration with My Apps.
Next, use the Flowbot template to proceed with the setup.
Log in to Yoom and click "Try it" on the banner below.

A message saying "Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the trigger for Apollo.
Click on "When a contact is created".

Edit the title and check the account information.
Ensure the account selected is the one linked with Apollo.
You can edit the title as desired, but do not change the "Trigger Action", and click "Next".

Set the app trigger.
You can select the trigger interval as 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Note: The shortest trigger interval may vary depending on the plan.
After setting, click "Test".

After the test, check if the information obtained from Apollo is displayed in the output.

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At this point, create a Google Spreadsheet while referring to the output items. Once ready, click "Save".

Step 3: Set the Action

Next, set the action for Google Spreadsheet.
Click on "Add Record".

As before, edit the title as desired and check the account information, do not change the execution action, and scroll down the page.

Set up the spreadsheet connection.
Directly enter or select from the options the "Spreadsheet ID" and "Spreadsheet Tab Name", then click "Next".

__wf_reserved_inherit

Next, set the "Values for the Record to be Added".
Click each field and select the corresponding item from the displayed options.
Once all are selected, click "Test" and check if the data is saved in the specified spreadsheet.
If there are no issues, click "Save".

Click "Turn on Trigger" to complete the setup for the flow operation.
Now, contact information registered in Apollo will be automatically added to Google Spreadsheet.

Other Automation Examples Using Apollo

1. Add Contact Information Registered in Apollo to Sasuke

Contact information registered in Apollo is automatically reflected in Sasuke, enabling centralized management of customer data.
This eliminates the need for manual entry and allows for the speedy utilization of information necessary for sales activities.

2. Add Contact Information Registered in Apollo to Airtable

Contact information from Apollo is automatically added to Airtable, streamlining the update of the database.

This sets up an environment where information is visually organized, allowing you to quickly access the necessary data.

3. Add Contact Information Registered in Apollo to Salesforce

The contact information from Apollo is automatically registered in Salesforce, allowing the sales team to access the latest customer data.
This eliminates the need for data entry and sharing tasks, contributing to improved accuracy and speed in sales activities.

Summary

The integration of Apollo and Google Sheets is expected to improve data management efficiency and enhance business productivity.
This integration is useful for those who want to maintain data integrity while conducting analysis and making decisions quickly.
Additionally, Yoom's app integration can be easily implemented without code, making it accessible with low technical barriers and ready for immediate adoption.

Take this opportunity to experience business efficiency improvements.

The person who wrote this article
s.miyamoto
I have approximately 5 years of experience in the customer success industry for foreign companies. We will continue to disseminate useful content on a daily basis based on field issues cultivated from various standpoints, such as operators and managers. Using Yoom, we will continue to deliver content that can be used in the field, such as hints to improve the customer experience!
Tags
Google Sheets
Integration
Automation
Automatic
Apollo
App integration
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