■Overview
This is a flow to add contact information registered in Apollo to Microsoft Dynamics365 Sales.
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 Microsoft Dynamics365 Sales
2. Companies using Microsoft Dynamics365 Sales as a sales support tool
・Those who use Microsoft Dynamics365 Sales regularly and want to always have the latest contact information
■Benefits of using this template
By introducing the flow [Add contact information registered in Apollo to Microsoft Dynamics365 Sales], you can eliminate the hassle of double entry, reduce data entry time, and lighten the workload.
Additionally, automatic reflection of information maintains data consistency, preventing input errors or omissions when transferring information, thus reducing the likelihood of data inconsistencies between apps.
■Notes
・Please connect both Apollo and Microsoft Dynamics365 Sales 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.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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