How to integrate Apollo with Salesforce to automatically add contact information to Salesforce when it is created in Apollo

Apollo and Salesforce integration is a powerful tool for streamlining sales activities and improving data management accuracy. This article provides a detailed explanation of how to automatically add contact information registered in Apollo to Salesforce and the benefits of doing so. By automating this process, you can eliminate manual work and achieve accurate data management. It's easy to integrate applications without programming, so give it a try. Recommended for: - Sales representatives who use Salesforce but spend a lot of time on data entry - Marketing professionals who manage customer information with Apollo but face challenges in data integration with Salesforce - Project managers who use multiple tools but struggle with data centralization - Sales managers who want to enhance transparency in sales activities and improve team performance - IT department personnel in companies looking to improve operational efficiency through IT tool integration Benefits and Examples of Apollo and Salesforce Integration Benefit 1: Time Reduction and Efficiency Improvement Automating the transfer of contact information from Apollo to Salesforce can reduce the time spent on data entry tasks. This allows sales representatives to spend more time on important tasks such as customer communication and meeting preparation. Additionally, reducing manual input errors supports operations based on accurate information. For example, in sales meetings, the ability to always refer to the latest and most accurate customer information can lead to faster decision-making and more efficient sales activities. Benefit 2: Data Centralization and Simplified Management By automatically registering data obtained from Apollo into Salesforce, you can eliminate the state of data being dispersed across multiple tools. All contact information is consolidated in Salesforce, facilitating smooth information sharing among teams and supporting efficient management of sales activities. For example, the marketing department can utilize accurate data on Salesforce, and customer support can understand past contact history, enabling quick responses. Benefit 3: Improved Transparency in Sales Activities Automation allows for easy visibility of contact information update history and work progress within Salesforce. This enables sales managers to accurately track team activities, identify trend issues, and address them quickly. For instance, even if a specific customer is not being followed up on, progress can be checked on the dashboard, allowing for optimal task allocation and early problem resolution. This process supports maximizing business opportunities and preventing oversight in responses. [About Yoom]

How to Create an Integration Flow between Apollo and Salesforce

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

・Integrate Apollo and Salesforce with My Apps
・Copy the template
・Set a trigger in Apollo and an action in Salesforce
・Set the trigger to ON and prepare for flow operation
If you are already registered with Yoom, log in. If not, please register for free and proceed with the setup.

Step 1: Integrate Apollo and Salesforce with My Apps

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First, integrate Apollo and Salesforce 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".

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Search for Apollo and click on it.

Clicking will display the Apollo connection settings screen. Enter any name for the account name and input the API key issued here for the access token. After entering, click "Add" to complete the My Apps integration.

Next, search for Salesforce. If you want to try in a Sandbox environment, click Salesforce (Sandbox environment), or click Salesforce for the production environment.

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After that, log in to Salesforce and grant access permission to complete the integration. Detailed instructions on how to integrate with Salesforce can also be found here.

※ Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the Flowbot will result in errors, so please be careful.
※ Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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.

Step 2: Set the Trigger

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Click "When a contact is created" to set the Apollo trigger.

Next, check the account selected in "Account information to link with Apollo". You can edit the title as desired. On the other hand, do not change the trigger action and click "Next".

Select the app trigger interval from 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".

Check if the information obtained from Apollo is displayed in the output, and if there are no issues, click "Save".

Step 4: Set the Action

Click "Create Lead Object Record" to set the Salesforce action.

As before, check the title and account information and click "Next".

Next, configure the details of the new record. Click each field and select the appropriate item from the displayed options.

Enter the "Lead Owner ID" and "My Domain URL" as confirmed in Salesforce. After setting, click "Test" to check if a new record is added. If there are no issues, click "Save".

Click "Turn on Trigger" to complete the flow activation preparation. This will automatically add contact information registered in Apollo to Salesforce.

Other Automation Examples Using Apollo

1. Simplifying Data Sharing with Google Sheets

Contact information registered in Apollo is automatically added to Google Sheets, allowing you to organize and share information in real-time.
This reduces the effort of data entry and supports efficient information sharing among team members.

2. Strengthen Lead Management with HubSpot

Contact information registered in Apollo is automatically added to HubSpot, enhancing the efficiency of lead management and marketing activities.
It reduces manual input and supports the establishment of an environment where customer data can be utilized smoothly.

3. Efficiently Manage Sales Data with Sasuke

Contact information registered in Apollo is automatically added to Sasuke, allowing you to organize customer data necessary for sales activities.
This integration enables centralized data management, supporting quick information utilization in sales activities.

Summary

The integration of Apollo and Salesforce contributes to the efficiency of sales activities and the improvement of data management accuracy.
Through automation, it reduces manual tasks and enables accurate data management, supporting the creation of an environment where sales representatives can focus on more important tasks.
Additionally, by centralizing data, information sharing among teams becomes smoother, and efficient management of projects and sales activities can be expected.

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