How to integrate Apollo and Sasuke to automatically add Apollo's data to Sasuke

Are you spending a lot of time managing a large amount of customer information? By integrating Apollo and Sasuke, customer information management becomes dramatically more efficient. In this article, we will explain in detail how to automatically add customer information registered in Apollo to Sasuke and the benefits of doing so. Try the automation process to reduce manual work and improve operational efficiency. Recommended for: - Sales representatives looking to streamline customer management using app integration - Marketing personnel aiming to centrally manage Sasuke's sales data and customer information - Team leaders who want to share Apollo's customer information in a timely manner and strengthen team collaboration - Those using Apollo and Sasuke who wish to integrate them to improve operational efficiency Benefits and Examples of Apollo and Sasuke Integration Benefit 1: Streamlined Data Management By integrating Apollo and Sasuke, customer information management is centralized. Data updates occur immediately, allowing you to avoid manual data entry and duplicate work, thus making effective use of your time. Additionally, automatic data addition improves information accuracy and prevents discrepancies between systems. For example, sales and customer support representatives can take actions based on the latest information, improving the accuracy and speed of operations. Benefit 2: Accelerated Data Analysis With the app integration of Apollo and Sasuke, sales and marketing data are centralized, significantly streamlining report creation and analysis tasks. There's no need to manually aggregate data, as Apollo's registered data is automatically reflected in Sasuke, making it easy to analyze through dashboards and reports. This allows team members to make quick decisions based on data, supporting smooth strategy reviews and subsequent operations. Automated data updates and analysis support save time and enable faster evaluation of results. Benefit 3: Support for Enhanced Collaboration When customer information is registered in Apollo, it is automatically reflected in Sasuke, and the latest information is immediately shared across all departments. This process allows sales, customer support, and marketing teams to view the same information simultaneously, enabling each person to smoothly obtain the information needed for customer interactions. For example, the customer support team can check the information registered by the sales team in real-time, improving the efficiency of customer interactions. Acting on the same information across teams supports enhanced collaboration and overall operational efficiency. [About Yoom]

How to Create an Integration Flow between Apollo and Sasuke

Here, we will explain the steps for app integration.
The general flow is as follows:
・Integrate Apollo and Sasuke with My Apps
・Copy the template
・Set a trigger in Apollo and set an action in Sasuke
・Set the trigger to ON and complete the preparation for flow operation
If you are already registered with Yoom, please log in. If not, register for free and proceed with the setup.

Step 1: Integrate Apollo and Sasuke with My Apps

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First, integrate Apollo and Sasuke 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.

On the next screen, enter any account name and input the API key issued here as the access token.
After entering, click "Add" to complete the My Apps integration.

Next, search for Sasuke and click on it.

Enter the required fields and click "Add".
※ Please obtain the "Access Token" and "API Key" from Sasuke.

Next, log in to Yoom and copy the Flowbot template from the "Try it" 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 contact is created" to set the Apollo trigger.

Next, check the account selected in "Account information linked with Apollo". You can also 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. Please 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 3: Set the Action

Next, set the action for Sasuke. Click "Register customer information".

As before, check the title and account information. Do not change the action and click "Next".

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Set up the registration of customer information. For details on how to obtain various setting items in Sasuke, please refer to here. Check and obtain the "Item Key" and "Item Name" in Sasuke's customer table settings. Refer to the annotations for the "Value", click the field, and select the item name that corresponds from the displayed options. Click "+ Add Record Information" and perform the above settings for each item you want to save. After setting, click "Test" and check if new customer information is registered in Sasuke. If there are no issues, click "Save".

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

Other Automation Examples Using Apollo

1. Real-time Information Sharing with Google Sheets

Contact information collected with Apollo is automatically added to Google Sheets, eliminating the need for manual data entry.
This integration ensures that the latest information is reflected in a timely manner, allowing the entire team to share accurate data.

2. Streamline Data Management with Microsoft Excel

Apollo's contact information is automatically registered in Microsoft Excel, enabling efficient data organization and analysis.
This automation helps prevent data entry errors and supports analysis and report creation based on accurate information.

3. Achieve Intuitive Database Management with Airtable

The contact information registered in Apollo is automatically reflected in Airtable, enabling flexible database management.
By leveraging Airtable's customizability, you can categorize customer information or filter it based on specific conditions, which is expected to streamline business processes.

Summary

The integration of Apollo and Sasuke streamlines customer information management and analysis, supporting improvements in operational speed and accuracy.
By reducing manual tasks and achieving centralized data management, each team can quickly share information, potentially facilitating strategic decision-making.

At Yoom, app integration is easy and requires no programming, so please consider implementing it during this opportunity.