Notify LINE when a contact matching specific conditions is created in Apollo

■Overview

When using Apollo for sales activities, do you ever find yourself slow to notice when a high-potential contact is added, or accidentally fail to share it with your team? With this workflow, you can automatically send a notification to your LINE Official Account whenever a contact matching specific conditions is created in Apollo. Eliminate the need for manual checks and notifications, and build a responsive process that ensures you never miss important business opportunities.

■Recommended for

• Those who want to quickly share lead information acquired through Apollo with their team via a LINE Official Account
• Those who find the manual process of sending notifications from Apollo to LINE inefficient and want to automate it
• Sales managers who want to track important new contacts in real time and prevent missed opportunities

■Benefits of this template

• When a contact matching your conditions is created in Apollo, a notification is automatically sent to your LINE Official Account, reducing the time spent checking and communicating and enabling a faster initial response
• Prevent human errors such as oversights during manual checks and missed team updates, helping you reliably capture important sales opportunities

■Workflow steps

1. First, connect Apollo and your LINE Official Account to Yoom
2. Next, select Apollo as the trigger and set the action to “When a contact is created”
3. Next, configure the branching feature in Operations so that subsequent steps run only when specific conditions are met
4. Finally, select “Send a text message” for your LINE Official Account in Operations, and configure it to send a notification based on the information retrieved from Apollo

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

■Customization options

• In the branching step, set the conditions for the contacts you want to notify, such as job title or company information
• Customize the notification by freely including information retrieved from Apollo, such as the contact’s name and company name, in the message sent to your LINE Official Account

■Notes‍

• Connect both Apollo and your LINE Official Account to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Branching is an Operation available on the Mini plan and higher. On the Free plan, Operations configured in the workflow will result in an error.
• Paid plans, including the Mini plan, offer a 2-week free trial. During the free trial, you can use apps and features (Operations) that are otherwise subject to usage restrictions.