Register customer information in Square when a contact matching specific conditions is created in Apollo

■Overview

Are you spending time manually transferring lead information acquired through Apollo to Square for customer management and payments, only to encounter inefficiencies and data entry errors? Manual data transfer can also lead to delayed responses and inconsistent data. By connecting Apollo and Square, this workflow automatically registers customer information whenever a contact that meets specific conditions is created. This eliminates inefficient manual tasks and enables smooth customer management.

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■Who Is This Template For?

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• Sales and marketing professionals who manually enter lead information acquired through Apollo into Square
• Those who manually transfer data between Square and Apollo and are considering automating their workflows
• Those who want to eliminate manual data entry errors and delays in reflecting customer information, while improving data accuracy

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■Benefits of Using This Template

• When a contact that meets the specified conditions is created in Apollo, the customer information is automatically registered in Square, reducing the time spent manually transferring data
• Automating customer registration in Square helps prevent human errors such as incorrect data entry and missed registrations, helping maintain data accuracy

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■Flow Bot Steps

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. Then, add a branching function to the operation and define the conditions for running subsequent processes based on the information retrieved from Apollo
4. 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

• With the branching function, you can set custom conditions for registering customers based on the information retrieved from Apollo. For example, you can configure the workflow to register customers in Square only when they match a specific job title or industry
• When registering customer information in Square, you can combine custom text with information retrieved from Apollo and add it to the notes field

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■Important Notes

• Connect both Apollo and Square to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured flow bot operation will result in an error.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.