Get notified in Slack when a contact is created in Apollo

■Overview

In sales activities, sharing information with your team every time a new contact is created in Apollo can be time-consuming. Manual information sharing can also lead to delays and missed notifications.
With this workflow, Slack automatically notifies your team whenever a contact is created in Apollo, helping you resolve these challenges smoothly.

■Who Should Use This Template

• Sales representatives who use Apollo and Slack daily and want to streamline information sharing
• Team leaders who feel that transferring and sharing information from Apollo takes too much time and effort
• Anyone looking to share new contact information quickly and accelerate sales activities

■Benefits of Using This Template

• When a contact is created in Apollo, a notification is automatically sent to Slack, reducing the time previously spent sharing information manually.
• Reduce the risk of human error, such as delayed notifications, incorrect content, and missed sharing that can occur during manual communication.

■Workflow

1. First, connect Apollo and Slack with Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.” This starts the workflow whenever new contact information is added to Apollo.
3. Finally, select Slack as the operation and set the action to “Send a message to a channel.” Configure it to notify a specific Slack channel with the contact information retrieved from Apollo.

*“Trigger”: The action that starts the workflow. “Operation”: The action performed within the workflow after the trigger starts.

■Customization Options

• In the Slack notification settings, you can change the channel where notifications are sent. For example, you can specify a channel dedicated to the sales team or a private channel for members handling a specific deal.
• Customize the notification message using not only fixed text but also Apollo contact information retrieved by the trigger, such as the company name, contact name, and email address, as variables. This helps you create more specific and easy-to-understand notifications.

■Notes

• Connect both Apollo and Slack with Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
  your plan determines the shortest available trigger interval.