■Overview
This is a flow to add contact information registered in Apollo to Hot Profile.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Apollo for sales activities and contact management
・Those who collect contact information of new customers using Apollo but find it difficult to manually transfer it to another system
2. Companies using Hot Profile as a customer management tool
・Those who register customer information in Hot Profile but find manual registration cumbersome due to managing data across multiple systems
・Sales representatives who want to easily manage the latest contact information in any system
■Benefits of using this template
By utilizing the flow that automatically adds contact information registered in Apollo to Hot Profile, you can reduce the time and effort required for contact information input, allocate the labor spent on manual input to other core tasks, and improve productivity.
Additionally, automation reduces errors from manual input, helping to prevent human errors.
■Notes
・Please connect both Apollo and Hot Profile 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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