How to integrate Apollo with HubSpot to automatically add contacts to HubSpot when they are created in Apollo

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Would you like to automate data transfer between multiple tools?
This time, we will explain in detail how to automatically register contact information registered in Apollo into HubSpot.
Streamline your previous tasks and improve productivity and efficiency in your work. No programming is required, and it can be easily implemented. Please give it a try.

Recommended for

・Sales representatives who use multiple CRM tools but feel challenges with data consistency and information sharing
・Marketing teams using HubSpot and Apollo but spending a lot of time on manual data entry tasks
・Team leaders in companies handling a large amount of leads or customer data, seeking data accuracy and timely updates

Benefits and Examples of Apollo and HubSpot Integration

Benefit 1. Streamlined Data Management

By automatically transferring contact information registered in Apollo to HubSpot, you can eliminate the hassle of manual data entry.
This may allow you to dedicate more time to lead acquisition and deal preparation.
Especially in environments where a large amount of contact information is added, automating data registration is effective.
Additionally, it reduces the risk of human error from manual entry, preventing data entry mistakes and omissions.
This allows stakeholders, such as sales teams, to always act based on the latest and most accurate contact information, potentially improving the efficiency of deal progress and follow-ups.

Benefit 2. Improved Data Consistency

Integrating Apollo and HubSpot enables centralized management of customer information, eliminating duplication and inconsistencies.
For companies using multiple tools, maintaining consistency between different data sources is considered a major challenge.
Even in such cases, introducing automation can maintain data accuracy, leading to smoother negotiations.
Moreover, since the data is up-to-date, it allows for consistent communication with customers, achieving personalized responses.
This can lead to improved customer satisfaction.

Benefit 3. Enhanced Team Collaboration

The integration of Apollo and HubSpot is expected to make information sharing between sales and marketing teams seamless, enhancing team collaboration.
Specifically, by automatically adding contact information registered in Apollo to HubSpot, the sales team can access the latest contact information in a timely manner, making it easier to take the next action.
At the same time, the marketing team can track contact information within HubSpot, allowing for data-driven strategy planning.
This inter-app integration may enable synchronization of sales and marketing activities, preventing duplicate work and misalignment while progressing efficiently.

[About Yoom]

How to Create an Integration Flow between Apollo and HubSpot

Here, we will explain the steps for app integration.
The general flow is as follows:

・Integrate Apollo and HubSpot with My Apps
・Copy the Flow Bot template
・Set the trigger in Apollo and the action in HubSpot
・Set the trigger to ON to complete the flow operation preparation
If you are already registered with Yoom, log in or register for free and proceed with the settings.

Step 1: Integrate Apollo and HubSpot with My Apps

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Integrate Apollo and HubSpot with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the settings from "+ New Connection" that appears.

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Search for and click on Apollo.

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

Similarly, search for and click on HubSpot.

If a verification code is sent, please check the inbox of the registered email address.

Finally, select the account to connect with Yoom to complete the My Apps integration.

Next, log in to Yoom and click the "Try it" banner below to copy the template.

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Next, click "OK" to complete the copy.

Step 2: Set the Trigger

Next, click "When a contact is created" to set the trigger in Apollo.

Next, check the account selected under "Account information linked with Apollo".
You can edit the title as desired. However, do not change the trigger action and click "Next".

Set the app trigger.
You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Note: The shortest trigger interval varies depending on the plan, so please be careful.
After setting, click "Test".

After the test, check if the information obtained from Apollo is displayed in the output. If there are no issues, click "Save".

Step 3: Set the Action

Next, set the action in HubSpot.
Click "Create contact".

Please confirm the title and account information.
Do not change the action and click "Next" to proceed.

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Next, configure the details for the new contact.
Click each field and select the corresponding item from the output.

You can select "Lifecycle Stage" and "Lead Status" from the items displayed after clicking.
Once each item is set, click "Test" to check if a new contact is created.
After confirmation, click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.

Other Automation Examples Using Apollo

1. Automate Data Updates in Google Sheets

By using a system where contact information registered in Apollo is automatically added to Google Sheets, you can reduce manual work and quickly share information.
This allows for accurate and easy data organization, which is expected to improve operational efficiency.

2. Streamlining Data Management in Microsoft Excel

Apollo's contact information is automatically registered in Microsoft Excel, supporting complex data analysis and report creation.
Automation eliminates manual input, enabling accurate and timely data updates, and allows for data organization and output that leverages Excel's features.

3. Achieve Flexible Data Management with Airtable

Contact information registered in Apollo is automatically added to Airtable, allowing you to efficiently organize information in a cloud database.
By combining Apollo's data management with Airtable's customizability, you can build a visual and intuitive data management environment.

Summary

The integration of Apollo and HubSpot can lead to more efficient data management, improved data consistency, and enhanced collaboration between teams.
This may contribute to smoother sales and marketing operations and improve overall productivity for the company.

Yoom's app integration can be easily implemented without the need for programming. Take this opportunity to experience improved operational efficiency.