Create an account in Apollo from content received in Outlook
Create an account in Apollo from content received in Outlook
Launch this workflow to connect
Microsoft Outlook &
Apollo
!
■Overview
In daily sales activities, are you spending time manually registering emails from prospects received in Outlook into Apollo, your sales engagement tool? This repetitive task not only takes time, but can also lead to human errors such as data entry mistakes. This workflow uses receiving an email in Outlook as the trigger: AI extracts the required information from the email and automatically creates an account in Apollo. By automating the Apollo–Outlook integration, you streamline initial lead management and accelerate your sales activities.
■Who we recommend this template for
- Sales reps who manually enter information received in Outlook into Apollo
- Managers who want to automate data entry between Apollo and Outlook to improve team productivity
- Anyone looking to shorten the time from lead capture to outreach and prevent missed opportunities
■Benefits of using this template
- After an email arrives in Outlook, an account is created in Apollo automatically, reducing the time previously spent on manual data entry
- Prevent human errors such as copy mistakes and missed registrations that come with manual entry, ensuring consistently accurate data management
■Flow of the Workflow
- First, connect Outlook and Apollo to Yoom
- Next, choose Outlook as the trigger and set the “When an email is received” action
- Next, add a branching operation so only emails that meet specific conditions proceed to subsequent steps
- Next, select the AI capability as an operation and use the “Extract data from text” action to pull the required information from the email body
- Finally, add an Apollo operation, set the “Create account” action, and create the account using the extracted data
※「trigger」: the action that starts the flow, 「operation」: the action that runs within the flow after the trigger fires
■Customization points for this workflow
- In the AI action, you can specify and extract any fields required for Apollo—such as company name, contact person, and contact details—from the email body
- In Apollo’s Create account action, you can embed variables from the prior AI extraction (e.g., account name, email address) or set fixed values
■Notes
- Connect both Apollo and Outlook to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- The minimum interval varies by plan.
- Branching is available on the Personal plan and above. On the Free plan, the configured Workflow operation will result in an error.
- Paid plans such as the Personal plan include a 14-day free trial. During the trial, you can use restricted apps and features (operations). For details, see the 「Pricing plans page」.
- Microsoft 365 (formerly Office 365) offers consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail.
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About the Apps
Microsoft Outlook
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No-Code API Actions
Executable API actions
Workflow triggers
When a Specific Subject Email Is Received
When an Email Is Received
When an Event Is Registered in the Calendar
When a Calendar Event Is Added or Updated
When a Task Is Created
When an Email Is Received
When a Contact Is Created
When a Contact Is Updated
When an Account Is Created
Workflow operations
Create an Event in My Calendar
Create a Calendar
Create an Event in a Specified User's Calendar
Get Email Attachment Information
Download Email Attachments
Delete Event from a Specific User's Calendar
Update Event in a Specific User's Calendar
Delete Event from My Calendar
Update Event in My Calendar
Create Task (with Reminder Settings)
Create a Task (Reminders Not Supported)
Search Events in My Calendar
Search Events in a Specific User's Calendar
Find Meeting Times
Get Calendar View
Retrieve Mail Messages
Move Message
Retrieve a Specific Message
Workflow triggers
When a Specific Subject Email Is ReceivedWhen an Email Is ReceivedWhen an Event Is Registered in the CalendarWhen a Calendar Event Is Added or UpdatedWhen a Task Is CreatedWhen an Email Is Received
Workflow operations
Create an Event in My CalendarCreate a CalendarCreate an Event in a Specified User's CalendarGet Email Attachment InformationDownload Email AttachmentsDelete Event from a Specific User's CalendarUpdate Event in a Specific User's CalendarDelete Event from My CalendarUpdate Event in My CalendarCreate Task (with Reminder Settings)Create a Task (Reminders Not Supported)Search Events in My CalendarSearch Events in a Specific User's CalendarFind Meeting TimesGet Calendar ViewRetrieve Mail MessagesMove MessageRetrieve a Specific MessageSearch Messages in a Specific FolderUpdate MessageFind a Specified User's Free/busy ScheduleRetrieve a Specified User's Calendar ViewRetrieve a Specified Group's Calendar ViewRetrieve a List of Members in a Specified GroupCreate an Event in the Specified Group
Workflow triggers
When a Contact Is CreatedWhen a Contact Is UpdatedWhen an Account Is Created
Workflow operations
Search PeopleCreate AccountCreate ContactUpdate ContactSearch ContactsUpdate AccountSearch AccountsEnrich Person InformationEnrich Organization InformationMore inspiration for you
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