■Overview
This is a flow to add contact information registered in Apollo to Zoho CRM.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Sales administration personnel managing customer information in Apollo
・Those who want to transfer and manage information registered in Apollo to another tool
2. Companies using Zoho CRM as a customer management tool
・Those who are utilizing Zoho CRM for information management but find manual data entry cumbersome
■Benefits of using this template
Some people may manage contact information using both Apollo and Zoho CRM. However, managing information in different apps requires entering the same information into both, which is highly inefficient.
By utilizing the [Add contact information registered in Apollo to Zoho CRM] template, you can eliminate the hassle of double entry, reduce the risk of human error, and improve data accuracy. This enables efficient and accurate information management.
■Notes
・Please connect both Apollo and Zoho CRM 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.
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