Create a contact in Apollo when an event is scheduled in Calendly

■Overview

Manually registering every new appointment confirmed in Calendly with Apollo can be time-consuming. For sales reps managing a high volume of meetings, it also increases the risk of missing or entering information incorrectly, creating a significant burden. With this workflow, a new Calendly appointment triggers the automatic creation of a contact in Apollo, helping you streamline the entire process.

■Recommended for

• Sales reps who use Calendly and Apollo and find it time-consuming to sync customer information
• Anyone looking to reduce the time spent on manual data entry and focus on core tasks
• Team leaders who want to streamline the entire process from booking appointments to managing customer information

■Benefits of using this template

• Whenever an appointment is created in Calendly, a contact is automatically created in Apollo, reducing the time previously spent on manual data entry.
• Eliminating manual data transfers helps reduce the risk of human errors, such as incorrect or missing entries, and improves data accuracy.

■How the Flowbot works

1. First, connect Calendly and Apollo to Yoom.
2. Next, select Calendly as the trigger and set the action to “When an appointment is created (webhook).”
3. Finally, select Apollo as the operation, set the action to “Create a contact,” and map the information retrieved from Calendly.

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

■Customization options

• For Apollo’s “Create a contact” action, set information such as the participant’s name and email address retrieved by the Calendly trigger as variables in the corresponding Apollo fields.
• You can also enter fixed values directly into the relevant fields when you want to set information such as a lead source or specific tags when creating the contact.

■Notes

• Connect both Calendly and Apollo to Yoom.