■Overview
This is a flow to add contact information registered in Apollo to Sansan.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Apollo for managing sales activity information
・Those who manage customer information with Apollo but want to avoid the hassle of registering the same information in other tools
2. Those who utilize Sansan for business card management and centralized customer information management
・Those who find it tedious to manually input customer information each time
■Benefits of using this template
By utilizing the flow that automatically adds contact information registered in Apollo to Sansan, you can gain the following benefits.
Firstly, it reduces the effort and time required for data entry. This allows you to redirect the burden of data entry to other important tasks, improving overall productivity.
Furthermore, automation reduces manual input errors, preventing human errors.
By increasing data accuracy, you can prevent opportunity losses due to incorrect information.
■Notes
・Please connect both Apollo and Sansan 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.
・Sansan is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation and data connection of the configured flow bot will result in an error, 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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