■Overview
This is a flow to add contact information registered in Apollo to HubSpot.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Sales administration personnel managing customer information in Apollo
・Those who want to transfer and manage information registered in Apollo to other tools
2. Companies using HubSpot as a customer management tool
・Those who are utilizing HubSpot for information management but find manual data entry cumbersome
■Benefits of using this template
Some people may be managing contact information using both Apollo and HubSpot. However, managing information in different apps requires entering the same information in both, which is highly inefficient.
This is where this template comes in. By using this template, information added to Apollo is automatically reflected in HubSpot, reducing the hassle of double entry.
Furthermore, by automating processes that were previously done manually, the risk of human error is reduced, and data accuracy is improved. This enables efficient and accurate information management.
■Notes
・Please connect both Apollo and HubSpot with Yoom.
・You can select the 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.