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

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 in data consistency and information sharing
・Marketing teams using HubSpot and Apollo but spending a lot of time on manual data entry
・Team leaders in companies handling a large volume of leads or customer data, seeking data accuracy and timely updates

Benefits and Examples of Integrating Apollo and HubSpot

Benefit 1. Improved Data Management Efficiency

By automatically transferring contact information registered in Apollo to HubSpot, you can save the trouble of manually entering data.
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 input, 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. Enhanced Data Consistency

Integrating Apollo and HubSpot allows for 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, by introducing automation, you can maintain data accuracy, leading to smoother negotiations.
Additionally, since the data is up-to-date, it is possible to maintain consistent communication with customers, achieving personalized responses.
This can lead to improved customer satisfaction.

Benefit 3. Strengthened Team Collaboration

The integration of Apollo and HubSpot makes information sharing between sales and marketing teams seamless, potentially strengthening 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, and allowing for efficient progress.

[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 into My Apps
・Copy the flow bot template
・Set triggers in Apollo and actions in HubSpot
・Set the trigger to ON and 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 into My Apps

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Integrate Apollo and HubSpot into My Apps.
After logging into Yoom, click on "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 Apollo and click on it.

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 HubSpot and click on it.

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

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

Next, log in to Yoom and click on 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 in "Account information linked with Apollo".
The title can be edited 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.
*Please note that the shortest trigger interval varies depending on the plan.
After setting, click "Test".

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

Step 3: Set the Action

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

Please check the title and account information.
Proceed by clicking "Next" without changing the action.

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

"Lifecycle stage" and "Lead status" can be selected 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. Automating 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 work efficiency.

2. Streamlining Data Management with 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 leverage 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 enables efficient data management, improved data consistency, and enhanced collaboration between teams.
This may lead to smoother sales and marketing operations, contributing to increased productivity across the company.

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