Add contact information registered in Apollo to Notion

■Overview

Do you manually transfer promising contact information found in Apollo to Notion one record at a time? This process is not only time-consuming but can also lead to data entry errors and missed records. With this workflow, new contact information created in Apollo is automatically added to your designated Notion database. Eliminate manual data entry and streamline the initial stages of sales activities and customer management.

■Who Should Use This Template

• Sales and marketing professionals who use Apollo and Notion together and manually manage lead information
• Team leaders looking to streamline the entire process from lead generation to management
• Anyone looking to automate data transfers between SaaS tools and reduce human error

■Benefits of This Template

• Contact information is automatically synced to Notion when a contact is created in Apollo, reducing the time previously spent on manual data entry.
• Because the system transfers data automatically, it helps prevent human errors such as data entry mistakes and missed information.

■Flowbot Steps

1. First, connect Apollo and Notion to Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Finally, set Notion’s “Add a record” action as the operation and map the Apollo contact information retrieved by the trigger.

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

■Customization Options

• In Notion’s “Add a record” action, select the database where you want to add the information.
• You can freely choose which properties in the Notion database to map the contact information retrieved from Apollo to, such as the contact’s name, company, and job title.

■Notes

• Connect both Apollo and Notion to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies depending on your plan.