How to integrate Apollo with Microsoft Excel to automatically add registration data from Apollo to Microsoft Excel

Would you like to automate data registration and reduce time costs?
This article provides a detailed explanation of how to automatically add contact data registered in Apollo to Microsoft Excel, as well as the benefits of doing so.
This app integration can lead to accurate data management and improved operational efficiency.
Discover this method to achieve business automation without the need for programming.

Recommended for

・Sales representatives who use Excel regularly and aim to improve the efficiency of data management and updates
・Team leaders who prioritize the accuracy of customer data and want to reduce manual input errors
・Department heads who have multiple sales representatives working collaboratively and wish for smooth data sharing
・Those using Apollo and Microsoft Excel who want to integrate them for improved business efficiency

Benefits and Examples of Integrating Apollo and Microsoft Excel

Benefit 1: Improved Data Management Efficiency

By automatically adding contact information registered in Apollo to Microsoft Excel, data management efficiency is achieved.
For example, sales representatives can save the effort of manually entering contact information and directly utilize the data on Microsoft Excel sheets, which is expected to speed up information updates.
Additionally, by utilizing Microsoft Excel's filter and sort functions, specific customer information and contact history can be quickly extracted, resulting in improved sales activity efficiency.

Benefit 2: Enhanced Data Accuracy

The mechanism of automatically adding contact information registered in Apollo to Excel prevents manual input errors and duplicate registrations.
It prevents common typos and omissions during manual entry, thereby improving data accuracy.
Moreover, managing data in Microsoft Excel allows for referencing organized data and maintaining a consistent management system.
This enhances the reliability of the data used in sales activities and is expected to facilitate smooth document creation and business progression.

Benefit 3: Smooth Data Sharing

Automatically adding contact information from Apollo to Microsoft Excel sheets facilitates smoother data sharing within the sales team.
For example, information about companies visited by sales representatives can be automatically added to Microsoft Excel and quickly shared with other team members.
Especially for companies that frequently use Microsoft Excel, data can be easily accessed, edited, and updated without using other software.
This prevents miscommunication among team members and is expected to enable efficient collaboration.

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How to Create a Workflow Integrating Apollo and Microsoft Excel

This section explains the actual steps for app integration.
The general flow is as follows:

・Integrate Apollo and Microsoft Excel with My Apps
・Copy the template
・Set a trigger in Apollo and set an action in Microsoft Excel
・Turn on the trigger to complete the flow setup
If you are already registered with Yoom, log in. If not, please register for free before proceeding with the setup.

Step 1: Integrate Apollo and Microsoft Excel with My Apps

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

Next, search for and click on Apollo.

Set the account name and 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 My Apps integration.

Similarly, search for Microsoft Excel.

Select an account or sign in to complete the My Apps integration.
Note: Microsoft 365 (formerly Office 365) has both a home plan and a business plan (Microsoft 365 Business). If you are not subscribed to the business plan, authentication may fail.

Next, proceed with the setup using the Flowbot template.
Log in to Yoom and click "Try it" on the banner below.

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

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Step 2: Set the Trigger

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

Edit the title as desired and check the account information.
Make sure the account selected is the one you want to integrate 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 that the shortest trigger interval varies depending on the plan.
After setting, click "Test" to check the operation.

If the information retrieved from Apollo is displayed in the output, the test is successful.

Additionally, create a Microsoft Excel sheet while referring to the output items.
Once you have completed these steps, click "Save".

Step 3: Set the Action

Next, set the action for Microsoft Excel.
Click "Add a record".

As before, edit the title as desired and check the account information, then scroll down the page without changing the action.

Set up the database integration.
Select either OneDrive or SharePoint for "File Location".
Next, set the "Drive ID". Click the field and select from the displayed options. (If SharePoint is selected, it will display as "Site ID")
Similarly, click the fields for "Item ID" and "Sheet Name" and select the appropriate items from the options.
You can specify the "Table Range" for data addition in the Microsoft Excel sheet as desired.
After setting each item, click "Next".

Next, configure the details of the record to be added to the Microsoft Excel sheet.
Click the field for "Value of the record to be added" and select the appropriate items from the displayed options.
Once all selections are made, click "Test" to verify that the data retrieved from Apollo is added to the Microsoft Excel sheet.
After verification, click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
Now, when contact information is registered in Apollo, it will be automatically added to Microsoft Excel.

Other Automation Examples Using Apollo

1. Add Contact Information Registered in Apollo to Sansan

Contact information from Apollo is automatically registered in Sansan, streamlining the update of the business card database.
This is expected to create an environment where business card information necessary for sales activities can be easily organized and utilized.

2. Add Contact Information Registered in Apollo to Salesforce

Apollo's contact information is automatically added to Salesforce, allowing the sales team to always access the latest customer information.
By eliminating manual data entry, it supports the efficiency of the sales process while maintaining data accuracy.

3. Add Contact Information Registered in Apollo to HubSpot

The contact information registered in Apollo is automatically reflected in HubSpot, streamlining the management of customer data.
This allows for the quick preparation of necessary information for marketing campaigns and sales activities.

Summary

The integration of Apollo and Microsoft Excel supports efficient data management, improved accuracy, and smooth data sharing.
By eliminating the hassle of manual input and advancing business automation, you can expect increased efficiency in sales activities and overall team productivity.
This method, which requires no programming knowledge and is easy to implement, is highly recommended for use.