Notify Microsoft Teams when a contact is created in Apollo

■Overview

When you acquire new contact information in Apollo, do you find that sharing it with your team is delayed or that manual notifications take too much time? Rapid information sharing is essential for preventing missed opportunities in sales activities. With this workflow, you can automatically notify Microsoft Teams whenever a contact is created in Apollo, eliminating the time and delays associated with manual sharing.

■Who should use this template

• Sales professionals who want to quickly share lead information acquired in Apollo via Microsoft Teams
• Team leaders who want to prevent missed notifications and delays caused by manual information sharing
• Anyone looking to connect Apollo and Microsoft Teams to accelerate the initial response in sales activities

■Benefits of using this template

• Notifications are sent automatically when a contact is created in Apollo, reducing the time previously spent sharing information manually.
• Prevent human errors such as missed or delayed notifications that can occur during manual processes, enabling you to approach leads more quickly.

■Workflow steps

1. First, connect Apollo and Microsoft Teams to Yoom.
2. Next, select Apollo as the trigger and configure the workflow to start when a contact is created.
3. Finally, select Microsoft Teams as the operation and configure an action to notify the specified team or channel based on the contact information retrieved from Apollo.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization options

• In the Apollo trigger settings, configure how often the workflow checks for newly created contacts.
• In the Microsoft Teams action settings, specify the team ID and channel ID where you want to send notifications.

■Notes

• Connect both Apollo and Microsoft Teams to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home use and plans for businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.