Notify direct when a contact is created in Apollo

■Overview

In sales, sharing new contact information with your team quickly is essential.
However, sending notifications manually takes time and can often delay follow-up.
With this workflow, you can automatically notify direct whenever a new contact is created in Apollo.

■Who Should Use This Template

• Sales representatives who use Apollo and direct to share new lead information manually
• Managers who want to prevent missed or delayed lead updates and improve their team’s response time
• Anyone looking to automate information sharing in their sales process and improve operational efficiency

■Benefits of Using This Template

• When a contact is created in Apollo, a notification is automatically sent to direct, eliminating the need to share information manually and helping you make better use of your time.
• Prevent human errors such as missed follow-ups and incorrect information caused by manual notifications, ensuring reliable information sharing.

■Workflow Steps

1. First, connect Apollo and direct to Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Finally, set the “Post a message” action for direct as the operation and create the notification using the 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 direct message posting settings, specify the chat room where you want to send notifications.
  You can also insert Apollo contact information, such as the company name and contact name, as variables in the notification message.

■Notes

• Connect both Apollo and direct to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
  Please note that the shortest available interval varies by plan.