■Overview
This is a flow to add contact information registered in Apollo to Salesforce.
By using Yoom, you can easily connect applications without the need for programming.
■Recommended for
1. Those who use Apollo for lead management and contact information management
・Those who manage lead information in Apollo but find it cumbersome to manually transfer data to Salesforce
2. Companies using Salesforce as a sales support tool
・Those who use Salesforce regularly and want to always keep track of the latest contact information
■Benefits of using this template
By using this template, contact information registered in Apollo is automatically added to Salesforce, eliminating the need for duplicate data entry.
This reduces data entry time and alleviates workload.
Additionally, automatic reflection of information makes it easier to maintain data consistency.
It helps prevent input errors or omissions when transferring information, reducing the likelihood of data inconsistencies between applications.
■Notes
・Please connect both Apollo and Salesforce with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the flow bot 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.
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