Flowbot Templates
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Create a contact in Apollo when a new person is detected in Copper
Automatically create a contact in Apollo whenever a new person is added in Copper. Reduce duplicate data entry and transcription errors, keep sales data consistently shared without extra effort, and help your team focus on follow-up activities.
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Create a contact in Apollo when a lead is created in Close
When a lead is created in Close, Yoom uses AI to organize the information and automatically creates a contact in Apollo. Reduce manual entry and transcription errors while streamlining sales onboarding and customer data management.
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When a file matching specific conditions is uploaded to a Box folder, extract it with OCR and create a contact in Apollo
Extract information with OCR when a new file is uploaded to Box, then automatically add it to Apollo. Reduce manual entry time, minimize input errors and missed registrations, and lighten the workload for sales and marketing teams.
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When a file is uploaded to a Box folder, extract text with OCR and create a contact in Apollo
Add business card images to a designated Box folder to extract information with OCR and create contacts in Apollo. Reduce manual entry and transcription errors so your team can focus on sales.
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Notify Microsoft Teams when a contact matching specific criteria is created in Apollo
Automatically notify a Microsoft Teams channel when new contacts are added in Apollo based on defined conditions. Reduce manual sharing and missed updates while enabling faster follow-ups and greater productivity for your sales team.
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Create a customer in Stripe when a contact matching specific conditions is created in Apollo
Filter contacts created in Apollo based on specific criteria, then automatically register them as customers in Stripe with Yoom. Reduce manual data entry and prevent errors to streamline the process from sales to billing.
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Register customer information in Square when a contact matching specific conditions is created in Apollo
When a new contact is created in Apollo, Yoom evaluates the conditions and automatically adds the customer information to Square. Reduce manual entry, input errors, and update delays to streamline daily customer management.
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When a contact matching specific conditions is created in Apollo, add their customer information to Shopify
Automatically register contacts created in Apollo as customers in Shopify after conditional branching. Reduce manual entry and prevent transcription errors to streamline the transition from lead to customer.
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Create a folder in Box when a contact matching specific criteria is created in Apollo
Detect contacts in Apollo that meet specific conditions and automatically create a folder in Box with Yoom. Eliminate manual entry, speed up case handling, prevent input errors, and streamline information sharing.
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Send a Gmail notification when an account matching specific criteria is created in Apollo
Automatically send Gmail notifications when accounts that meet your criteria are created in Apollo. Instantly share specific leads with your team, reduce manual outreach, prevent missed follow-ups, and streamline your sales response.
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Notify Discord when an account matching specific conditions is created in Apollo
Automatically filter accounts created in Apollo based on defined criteria and notify a designated Discord channel. Reduce manual work and missed updates while helping your sales team take faster next steps.
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Send a Telegram notification when a contact matching specific conditions is created in Apollo
Detect contacts created in Apollo that meet specific criteria and instantly notify your team on Telegram. Eliminate manual data entry, prevent delays and missed updates, and accelerate sales follow-up.
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Notify Slack when a contact matching specific conditions is created in Apollo
Automatically evaluate conditions and notify Slack whenever a new contact is created in Apollo. Reduce manual sharing, missed updates, and communication delays while delivering key information to your team quickly for a smoother sales response.
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