Create a folder in Microsoft SharePoint when a contact is added in Apollo

■Overview

When managing new contact information in Apollo, do you create folders in Microsoft SharePoint manually each time to store related documents? This manual work is not only time-consuming but can also lead to mistakes, such as forgetting to create a folder or using the wrong naming convention. With this workflow, a designated folder is automatically created in Microsoft SharePoint as soon as a contact is added to Apollo, helping you eliminate these issues.

■Who Is This Template For?

• Teams using Apollo and Microsoft SharePoint that find manual data management inefficient
• Teams looking to streamline the management of customer information and documents for their sales activities
• Teams looking to prevent missed folder creation and naming errors and improve operational accuracy

■Benefits of Using This Template

• Folders are created automatically when you add a contact to Apollo, reducing the time spent on manual tasks and allowing you to focus on core business activities.
• Prevent human errors such as forgetting to create folders or using incorrect names, which can easily occur during manual work, and improve the accuracy of information management.

■Workflow Steps

1. First, connect Apollo and Microsoft SharePoint to Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Finally, select Microsoft SharePoint as the operation and set the “Create a folder” action so that a folder is created 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

• For the action that creates a folder in Microsoft SharePoint, configure the parent folder and folder name as needed. This allows contacts to be automatically organized into a folder structure that matches your organization’s operating rules.

■Notes

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