Notify Microsoft Teams when a contact matching specific criteria is created in Apollo

■Overview

Apollo helps you manage information about prospects acquired through sales activities. But when sharing new contact information with your team, are you still notifying Microsoft Teams manually? This not only takes time but can also lead to missed opportunities when information isn’t shared.
This workflow automates the process of notifying a designated Microsoft Teams channel whenever a contact that meets specific conditions is created in Apollo. By streamlining the integration between Apollo and Teams, it enables faster information sharing.

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■Who This Template Is For

• Teams that share contact information acquired through Apollo in Microsoft Teams and use it for sales activities
• Teams experiencing inefficiencies or missed updates when sharing information manually between Apollo and Microsoft Teams
• Teams looking to automate their sales processes and improve response times and productivity across the organization

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■Benefits of Using This Template

• When a contact is created in Apollo, Microsoft Teams is notified automatically based on your configured conditions, reducing the time spent sharing information manually
• Automated notifications help prevent human errors such as missed or delayed sharing of important contact information, enabling faster follow-up

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■Flowbot Workflow

1. First, connect Apollo and Microsoft Teams to Yoom
2. Next, select Apollo as the trigger and set the “When a contact is created” action
3. Then, add a branching function in the operation and configure it so that subsequent actions run only when specific conditions are met
4. Finally, set the Microsoft Teams “Send a message to a channel” action in the operation to notify the designated channel of the contact information

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

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■Customizing This Workflow

• For the branching conditions, define when notifications should be sent based on contact information retrieved from Apollo, such as job title or company location
• For the Microsoft Teams notification action, configure the ID of the team and the ID of the channel where you want to send the message

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■Notes

• Connect both Apollo and Microsoft Teams 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.
• 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.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured Flowbot operations will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.