Get notified in Outlook when a contact is created in Apollo
Launch this workflow to connect
Apollo &
Microsoft Outlook
!
■Overview
When important lead information is newly added to Apollo, do you ever find it time-consuming to share it manually with the relevant team members—or forget to send the notification altogether? Especially when a quick follow-up is critical, these delays can result in missed opportunities.
By connecting Apollo with Outlook, this workflow automatically sends a notification email from Outlook to a specified recipient whenever a new contact is created in Apollo, helping you resolve these challenges smoothly.
■Recommended for
- Anyone who uses Apollo and Outlook regularly and struggles with manually sharing information
- Anyone who wants to share information about new contacts acquired through Apollo with their team quickly and reliably
- Anyone who wants to automate routine communication between Apollo and Outlook and focus on core tasks
■Benefits of this template
- When a contact is added to Apollo, a notification is automatically sent to Outlook, reducing the time spent on communication tasks that were previously handled manually.
- Reduce the risk of human error, such as missed notifications or incorrect recipients caused by manual information sharing, and ensure reliable communication.
■Flowbot steps
- First, connect Apollo and Outlook to Yoom.
- Next, select Apollo as the trigger and set the action to “When a contact is created.”
- Finally, set Outlook’s “Send an email” action as the operation so that an email notifying recipients about the new contact is sent.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization options
- In Outlook’s email-sending action, you can set any addresses as the recipients (To, Cc, and Bcc) for the notification email.
- You can freely customize the email subject and body. In addition to fixed text, you can also insert information from the Apollo contact that triggered the flow—such as the company name and contact name—as variables.
■Notes
- Connect both Apollo and Outlook 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 users and businesses (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.
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Yoom allows you to integrate with Apollo's API without code, enabling the automation of various tasks. For example, you can enhance lead information by retrieving data from Apollo for leads registered in Salesforce or HubSpot, or automatically register lead information as contacts in Apollo.
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When a contact is registered in Apollo, create a folder in Google Drive.
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