Create a folder in OneDrive when a contact is added in Apollo

■Overview

Do you manually create a OneDrive folder every time you add a new contact to Apollo to store related documents? While this task is simple, it can become a significant burden as the number of contacts grows, often leading to issues such as missed folder creation and inconsistent naming conventions. With this workflow, a OneDrive folder is automatically created according to your specified rules whenever a contact is added to Apollo, helping streamline manual information management tasks.

■Who Should Use This Template

• Anyone who uses Apollo and OneDrive together and manually manages customer information and related documents
• Sales professionals who want to streamline information management after registering contacts during sales activities
• Team leaders who want to prevent mistakes such as missed folder creation and inconsistent naming conventions

■Benefits of This Template

• A OneDrive folder is automatically created when a contact is added to Apollo, reducing the time previously spent on manual work.
• Prevent human errors such as missed folder creation and inconsistent naming conventions, and establish a system where folders are managed according to the same rules by everyone.

■Workflow Overview

1. First, connect Apollo and OneDrive with Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Finally, select OneDrive as the operation and set the action to “Create a folder.” You can set information retrieved from Apollo, such as the company name, as the folder name.

※“Trigger”: The action that starts the flow. “Operation”: The action performed within the flow after the trigger starts.

■Customizable Options

• When creating a folder in OneDrive, you can specify a particular parent folder. This allows you to create new folders within any folder, such as one organized by project or fiscal year.
• You can flexibly customize the folder name by dynamically setting information retrieved from Apollo, such as the company name or contact name, or combining it with fixed text, such as “【Apollo】Company Name.”

■Notes

・Connect both Apollo and OneDrive with Yoom.

・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest available trigger interval varies by plan.

・Microsoft 365 (formerly Office 365) offers plans for home use and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.