How to integrate Apollo with Sansan to automatically register the latest data from Apollo into Sansan

Would you like to streamline the registration of business card data and the recording of business progress? By implementing the app integration introduced this time, you can automatically register the latest data registered in Apollo to Sansan. This article provides a detailed explanation of the methods and benefits of app integration. App integration can be easily implemented without programming, so please take a look.

Recommended for

・Team leaders who want to streamline customer information management and quickly share progress status
・Sales representatives who want to quickly access the latest customer information even while on the move
・Head managers aiming to improve work efficiency by reducing data entry tasks for sales representatives, allowing them to focus on business negotiations
・Those who use Apollo and Sansan and want to integrate them to streamline customer management

Benefits and Examples of Apollo and Sansan Integration

Benefit 1: Achieve centralized data management

By automatically adding contact information registered in Apollo to Sansan, centralized management of customer information becomes possible. Moreover, there is no need to manually register data, and the information is always synchronized in its latest state. This allows sales representatives to easily grasp customer information in Sansan, even in teams using multiple tools, preventing any discrepancies in understanding. Furthermore, since Sansan is a tool for managing business cards, you can also manage contact history and business card information with customers, accessing integrated information.

Benefit 2: Streamline operations with speedy data updates

With Apollo's contact information automatically added to Sansan, sales representatives can reduce the time spent on data entry. This allows them to allocate the freed-up time to sales activities, potentially smoothing out meeting preparations and follow-ups after visits. Additionally, with cloud management by Apollo and Sansan, information is updated timely, allowing access to the latest customer information even when out in the field. This is expected to improve the productivity of sales representatives and support more customer interactions.

Benefit 3: Easy sharing of progress status

When multiple sales representatives are approaching the same customer, sharing information can be cumbersome. However, by integrating Apollo and Sansan, the same database can be shared, allowing multiple sales representatives to access the same information. This helps avoid duplicate approaches to the same customer by each sales representative and enables smooth sharing of progress across the team. Especially for teams working at multiple locations, the ability to grasp customer information in real-time is considered a significant advantage.

[About Yoom]

How to Create an Integration Flow between Apollo and Sansan

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

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

Step 1: Integrate Apollo and Sansan with My Apps

First, integrate Apollo and Sansan 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".

Search for Apollo and click on it.

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

Next, search for Sansan and click on it.

※Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set 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.

Similarly, set the account name and access token. Enter the API key issued in the Sansan management screen for the access token. After entering, click "Add" to complete the My Apps integration.

Next, proceed with the setup using the flow bot 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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Next, set the trigger in Apollo.
Click "When a contact is created".

Edit the title as desired and check the account information.
Verify the account selected in "Account information linked 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.
*Please note that the shortest trigger interval varies depending on the plan.
After setting, click "Test".

After the test, check if the information retrieved from Apollo is displayed in the output.
After confirming, click "Save".

Step 3: Set the Action

Next, configure the action settings for Sansan.
Click "Register business card data".

As before, edit the title as desired and check the account information, then proceed by clicking "Next" without changing the action.

Next, configure the business card data to be registered in Sansan.
Click the blank space and select the relevant item from the displayed options.
You can select "Output" or "Date" obtained from Apollo.
After setting each item, click "Test" to check if the business card data is registered in Sansan.
If there are no issues, click "Save".

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

Other Automation Examples Using Apollo

1. Add Contact Information Registered with Apollo to Google Sheets

Apollo's contact information is automatically added to Salesforce, enabling centralized management of customer data.
This supports a data management environment where information is quickly organized and easily shared.

2. Add Contact Information Registered in Apollo to Salesforce

Contact information from Apollo is automatically added to Salesforce, enabling centralized management of customer data.
This allows for speedy access to the latest information and supports the efficiency of sales activities.

3. Add Contact Information Registered in Apollo to Airtable

The contact information registered in Apollo is automatically reflected in Airtable, enabling efficient data management.
This makes it easy to organize and utilize information in a customizable database.

Summary

By leveraging the integration of Apollo and Sansan, you can streamline contact information management, enabling centralized data management and speedy updates.
This allows for timely tracking of progress, facilitating quick information sharing among teams and leading to more effective sales activities.
Additionally, by reducing the effort required for data management, sales representatives can focus more on important tasks such as negotiations and customer interactions.
Furthermore, the integration with Yoom's app is designed for easy implementation without the need for programming.

Take this opportunity to experience the efficiency improvements brought by the integration of Apollo and Sansan.