Add contact information registered in Apollo to Microsoft Dynamics 365 Sales

■Overview

This flow adds contact information registered in Apollo to Microsoft Dynamics365 Sales.
With Yoom, you can easily connect apps without any programming.

‍

■Who Is This Template 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 Microsoft Dynamics365 Sales

‍

2.Companies that use Microsoft Dynamics365 Sales as a sales support tool

・Those who use Microsoft Dynamics365 Sales on a daily basis and want to always stay up to date with the latest contact information

‍

■Benefits of Using This Template

By implementing the [Add contact information registered in Apollo to Microsoft Dynamics365 Sales] flow, you can eliminate duplicate data entry, reduce the time spent entering data, and ease the workload.

Automatic updates also help maintain data consistency and prevent input errors or missed entries when transferring information, reducing the risk of data discrepancies between apps.

‍

■Notes

・Connect both Apollo and Microsoft Dynamics365 Sales to 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.

・Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.