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

The integration of Apollo and Salesforce is a powerful means to enhance the efficiency of sales activities and improve the accuracy of data management.
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.
Since it allows for easy application integration without the need for programming, we encourage you to try it.

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

By automating the transfer of contact information from Apollo to Salesforce, you can reduce the time spent on data entry tasks.
This allows sales representatives to increase the time spent on important tasks such as communication with customers and preparation for negotiations.
Moreover, 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

Automatically registering data obtained from Apollo into Salesforce eliminates 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 instance, the marketing department can utilize accurate data on Salesforce, and customer support can understand past contact history, enabling prompt responses.

Benefit 3: Enhanced Transparency in Sales Activities

Automation allows for the update history of contact information and work progress to be easily grasped within Salesforce.
This enables sales managers to accurately track team activities, identify trend-related issues, and address them swiftly.
For example, even if a specific customer is not being followed up, 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 set an action in Salesforce
・Turn on the trigger to prepare for flow operation
If you are already registered with Yoom, please 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.

When you click, the Apollo connection settings screen will be displayed.
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 it in a sandbox environment, click Salesforce (Sandbox Environment), or click Salesforce for a production environment setup.

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After that, log in to Salesforce and grant access to complete the integration.
For detailed instructions on integrating Salesforce, please refer to this guide.

※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 with Flowbot will result in errors, so please be careful.
※Paid plans such as the 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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A message saying "Template has been copied!" will appear, so click "OK" to complete the copy.

Step 2: Set the Trigger

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

Next, check the account selected in "Account information linked with Apollo". You can edit the title as desired. However, 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 the new record is added. If there are no issues, click "Save".

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

Other Automation Examples Using Apollo

1. Simplify Data Sharing with Google Sheets

Contact information registered with 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 teams.

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 supports the reduction of manual input and helps create 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, centralizing data facilitates smooth information sharing among teams, leading to efficient management of projects and sales activities.

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