■Overview
This is a flow that adds contact information registered in Apollo to Pipedrive.
By using Yoom, you can easily connect apps 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 Pipedrive
2. Companies using Pipedrive as a sales support tool
・Those who use Pipedrive regularly and want to always have the latest contact information
■Benefits of using this template
By automatically adding contact information registered in Apollo to Pipedrive, you can redirect the effort spent on manual tasks to other important tasks, thereby improving overall productivity.
Automation reduces manual input errors, allowing for a reduction in human errors, and by increasing data accuracy, you can prevent opportunity losses due to incorrect information.
■Notes
・Please connect both Apollo and Pipedrive 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.