Get notified in Outlook when a contact is updated in Apollo

■Overview

When using Apollo for sales activities, do you find it time-consuming to manually check for updated contact information and notify relevant team members via Outlook each time? This workflow is designed to automate these routine tasks by connecting Apollo with Outlook. Whenever a contact is updated in Apollo, an email is automatically sent via Outlook to the specified recipients, helping prevent missed updates and enabling a faster response.

■Who Is This Template For?

• Anyone who shares Apollo contact updates via Outlook and wants to reduce manual work
• Anyone who wants to prevent missed information and speed up information sharing between Apollo and Outlook
• Managers who want to reliably and automatically notify relevant team members of important updates within the sales team

■Benefits of This Template

• Automatically detecting contact updates in Apollo and notifying the team via Outlook reduces the time spent manually checking and communicating updates.
• Prevent human errors such as missed or delayed notifications caused by manual information sharing, ensuring that important updates are communicated reliably.

■Workflow

1. First, connect Apollo and Outlook with Yoom.
2. Next, select Apollo as the trigger and set the “When a contact is updated” action to define when the workflow should start.
3. Finally, set up Outlook’s “Send an email” action as the operation, then specify the recipients, subject, message body, and other details for the notification.

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

■Customization Options

• With Outlook’s email-sending action, you can freely specify the notification recipients in the To, Cc, and Bcc fields.
• In addition to fixed text, you can include Apollo contact information that triggered the workflow, such as the company name, contact name, and update details, in the email body.

■Notes

• Connect both Apollo and Outlook with 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.