Register customer information in Square when a contact is created in Apollo

■Overview

Even when using Apollo for sales activities, manually registering acquired contact information in Square, a payment system, is time-consuming. This repetitive task can lead to human errors such as data entry mistakes and may compromise the accuracy of customer management. This workflow integrates Apollo with Square to automate the process from contact creation to customer registration. Eliminate manual data entry to streamline sales activities and improve data accuracy.

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■Who is this template for?

• Sales representatives who manually enter lead information acquired through Apollo into Square and find the process time-consuming
• Those who want to automate data integration between Square and Apollo to streamline data entry
• Team leaders who want to eliminate manual customer registration errors and manage data accurately

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■Benefits of using this template

• When a contact is created in Apollo, the customer information is automatically registered in Square, reducing the time spent on data entry.
• Because manual transcription is no longer required, this workflow helps prevent human errors such as data entry mistakes and missed registrations, improving data accuracy.

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■Flow bot process

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

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

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■Customization options

• When configuring the operation to register customer information in Square, you can add any text to the notes field. For example, adding text such as “Created via Apollo” makes it easy to identify the source of a customer registration later.

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■Notes

• Connect both Apollo and Square to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.