Notify Microsoft Teams when an account is created in Apollo

■Overview

Do you find it time-consuming to manually notify Microsoft Teams of relevant information whenever a new account is created in Apollo, a sales support platform? Manual notifications can also lead to missed or delayed information, making it difficult to respond quickly. With this workflow, whenever an account is created in Apollo, a notification is automatically sent to a designated Microsoft Teams channel, helping you eliminate these issues and share information seamlessly.

■Who Should Use This Template

• Sales professionals who use Apollo and Microsoft Teams to manage and share customer information
• Team leaders who want to improve operational efficiency and address challenges with manually connecting information across SaaS tools
• Anyone looking to automate their sales processes and respond to customers more quickly

■Benefits of Using This Template

• Automatically notify Microsoft Teams when an account is created in Apollo, reducing the time spent manually entering or transferring information.
• Prevent human errors such as missed notifications and inaccurate information sharing, ensuring accurate communication.

■Workflow Overview

1. First, connect Apollo and Microsoft Teams to Yoom.
2. Next, select Apollo as the trigger and set the “When an account is created” action. This detects when a new account is created in Apollo and starts the workflow.
3. Finally, set the “Send a message to a channel” action for Microsoft Teams as the operation, and notify the designated channel of the account information created in Apollo.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes information within the workflow after the trigger starts.

■Customization Options

• When sending a message to Microsoft Teams, you can choose the channel where the notification will be sent.
• You can customize the message body by setting fixed text and embedding information retrieved by the trigger, such as the Apollo account name and account owner, as variables.

■Notes

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