Add contact information registered in Apollo to Salesforce

■Overview

This flow adds contact information registered in Apollo to Salesforce.
With Yoom, you can easily connect apps without any programming.

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■Recommended for

1.Those who use Apollo to manage leads and contact information

・Those who manage lead information in Apollo but find it time-consuming to manually transfer data to Salesforce

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2.Companies that use Salesforce as a sales support tool

・Those who use Salesforce on a daily basis and want to stay up to date with the latest contact information

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■Benefits of using this template

This template automatically adds contact information registered in Apollo to Salesforce, eliminating the need for duplicate data entry.
This reduces the time spent entering data and helps lighten the workload.

Automatic data syncing also makes it easier to maintain data consistency.
By preventing input errors and missed entries during data transfer, you can reduce the risk of inconsistencies between apps.

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■Notes

・Connect both Apollo and Salesforce with Yoom.

・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest available trigger interval varies by plan.

・Salesforce is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connects configured in flow bots will result in errors.

・Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.