Create a box in Streak when a contact is created in Apollo

■Overview

In sales, manually transferring new contact information from Apollo to your CRM, Streak, can be a time-consuming task. This manual process can also lead to data entry errors and delays in follow-up. With this workflow, a new box is automatically created in Streak every time a new contact is created in Apollo. By eliminating manual data entry and integration tasks, this automation streamlines your sales process and reduces the overall workload.

‍■Who This Template Is For

• Sales professionals who use Apollo and Streak and want to streamline manual data transfers
• Sales team leaders who want to prevent missing lead information and delays while improving data management accuracy
• Managers who want to create an environment where their teams can focus on core tasks by automating the sales process

■Benefits of This Template

• A new box is automatically created in Streak whenever a contact is created in Apollo, reducing the time spent manually transferring data.
• Eliminating manual work helps prevent human errors such as data transfer mistakes and missing entries, maintaining data consistency and accuracy.

■Workflow Steps

1. First, connect Apollo and Streak to Yoom.
2. Next, select Apollo as the trigger and set the action to “When a new contact is created.”
3. Finally, select Streak as the operation, set the action to “Create a box,” and map the information retrieved from Apollo.

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

■Customizing This Workflow

• In the Apollo trigger settings, choose which data from the new contact’s information to send to Streak.
• In the Streak operation settings, freely choose which information received from Apollo to assign to each field of the box being created.

■Notes

• Connect Apollo and Streak to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Available minimum trigger intervals vary by plan.