How to automatically add person information added to Google Sheets to Apollo and retrieve it in Google Sheets

Step 1: Register Google Sheets and Apollo as My Apps

Register Google Sheets and Apollo as My Apps to connect them to Yoom.
By completing the My App registration in advance, you can easily proceed with automation settings.

First, register Google Sheets as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

When the following screen appears, search for Google Sheets in the search bar or find it from the list.

When the following screen appears, log in to Google Sheets.

Next, register Apollo as My App.
When the following screen appears, set the "Account Name" as desired.

Here move to the screen and click "API Key" → "Create New Key" to create an API key.
Once created, return to the Yoom screen and set the "Access Token".

If Google Sheets and Apollo are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so please check the "Title" and "Description".
If you want to make changes, do so from the screen below.
First, to set up Google Sheets, click "When a row is added".

Step 3: Set the trigger for the Google Sheet that starts the flow and the subsequent Apollo operation settings

When the following screen is displayed, please check the settings.

• "Title" → Editable
• "Account information linked with Google Sheets" → Check if it's the account you want to use
• "Trigger Action" → When a row is added
  

Let's check the following settings.

Move to the Google Sheets screen and set up the person information for testing.

When the following screen is displayed, set the "Trigger Interval".
Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Note that the trigger interval varies depending on the plan.

Next, set the "Spreadsheet ID" from the candidates.
Click inside the box and select the corresponding Spreadsheet ID from the candidates.

Then, select the "Sheet ID" in the same way as before from the candidates.

Scroll and perform the following settings.

• "Table Range (Start)" → In this case, A
• "Table Range (End)" → In this case, G
  *Specify the alphabet of the last column of the item
• "Column with Unique Values" → Specify the column with non-duplicated values
  *Be sure to specify a column with unique values.
  If values are duplicated, it may not work correctly, so be careful.
  In this case, we specified column A for the company's domain, but which column to specify is optional.

Once the settings are complete, click "Test" → "Test Successful" → "Save".

Next, to set up Apollo, click "Search for Person Information".
When the following screen is displayed, check the settings.

• "Title" → Editable
• "Account information linked with Apollo" → Check if it's the account you want to use
• "Action" → Search for Person Information
  

Please check the following precautions.

The following screen will be displayed, so please make the settings.
Use the output of "When a row is added" to make the settings.
Click the arrow in the red frame to display the output.
The output will display the items set in Google Sheets earlier.
Set other items in the same way, and click "Test" → "Test Successful" → "Save".

Next, to set up updating the "List of Names" and "List of Positions" obtained from Apollo in Google Sheets, click "Update Record".
When the following screen is displayed, check the settings.

• "Title" → Editable
• "Account information linked with Google Sheets" → Check if it's the account you want to use
• "Execution Action" → Update Record
  

Next, set up "Database Integration".

• "Spreadsheet ID", "Spreadsheet Tab Name" → Select from candidates or set as described
• "Table Range" → Set optionally
  

Let's check the following settings.

Next, set the "Conditions for the Record to be Updated".
Here, use the unique value entered at the time of the trigger to search for the target record.
We set it as follows this time.

Scroll and set the "Values of the Record After Update".
Since we are updating the "List of Names" and "List of Positions" obtained from Apollo, use the output from Apollo to set it as follows.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Turn ON the Trigger Button and Check the Integration Operation between Google Sheets and Apollo

Finally, click "Turn ON Trigger" to complete the automation settings.
Check if the flow bot starts correctly.

Here is the template used this time.

Other Examples of Automation Using Google Sheets and Apollo

There are many other examples of automation using Google Sheets and Apollo in Yoom, so here are a few introductions.

1. A flow that automatically adds contact information registered in Apollo to Google Sheets.
This eliminates the need to manually transfer contact information, reducing workload.
Recommended for those who want to centrally manage contact information.

2. This is a flow that automatically creates a folder in Google Drive when a row is added in Google Sheets.
‍This eliminates the need for manual folder creation, which can improve work efficiency.
It also prevents the risk of creating folders with incorrect names.

3. This is a flow that automatically adds content posted in a specific room in Google Chat to a Google Spreadsheet.
It is recommended for those who report progress in Google Chat and manage it in Google Spreadsheets.
It saves the trouble of manually adding chat content to Google Spreadsheets.

Summary

By integrating Google Sheets with Apollo, you can accurately obtain data while preventing human errors.
This allows you to acquire accurate personal information and record it in Google Sheets.
This automation will have a significant impact on sales and marketing teams.
Furthermore, since search results can be recorded in Google Sheets, information sharing becomes easier.

Let's utilize Yoom's automation to smoothly search and record personal information.