Add a row to Smartsheet when a contact is created in Apollo

■Overview

Do you manually copy and paste information into Smartsheet, your project management tool, every time a new contact is added to Apollo for your sales activities? This task is time-consuming and prone to input errors. With this workflow, creating a contact in Apollo automatically triggers the addition of a new row in Smartsheet, reducing the effort required for manual data entry and preventing omissions.

■Who This Template Is For

• Anyone using Apollo and Smartsheet together who is struggling with manual data integration
• Anyone who wants to manage contacts acquired through Apollo in Smartsheet and streamline their operations
• Anyone who wants to prevent transcription errors caused by manual entry and keep the team up to date with the latest customer information

■Benefits of This Template

• A new row is automatically added to Smartsheet whenever a contact is created in Apollo, reducing the time spent on manual data entry.
• Automated data integration helps prevent human errors such as transcription mistakes and omissions caused by manual entry.

■Workflow

1. First, connect Apollo and Smartsheet to Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Finally, select Smartsheet as the operation, set the action to “Add a row,” and map 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

• For Smartsheet’s “Add a row” action, you can specify which sheet to add the row to by setting the sheet ID.

■Notes

・Connect both Apollo and Smartsheet to 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.