Add contacts to HubSpot when matching contacts are created in Apollo

■Overview

When using Apollo and HubSpot together for sales activities, manually entering customer information into each platform can be time-consuming. In particular, adding prospects acquired in Apollo to your HubSpot contact list may seem straightforward, but it still requires time and accuracy. With this workflow, whenever a specific contact is created in Apollo, the information is automatically added to HubSpot, eliminating duplicate data entry and transcription errors.

■Who This Template Is For

• Anyone using Apollo and HubSpot who wants to avoid entering prospect data twice
• Anyone looking to streamline data sharing between Apollo and HubSpot for sales list creation and customer management
• Sales professionals who want to prevent missing or incorrect entries caused by manually transferring data

■Benefits of This Template

• When a contact is created in Apollo, it is automatically synced to HubSpot, reducing the time spent on manual data entry.
• By eliminating manual data transfers, this workflow helps prevent human errors such as incorrect entries and missing information when moving data from Apollo to HubSpot.

■Flowbot Steps

1. First, connect Apollo and HubSpot to Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Then, add a branch operation and configure it to continue to the subsequent steps only when specific conditions are met.
4. Finally, select HubSpot as the operation and set the “Create a contact” action to create a contact 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 starts.

■Customization Options

• For the branch operation, set conditions such as “only contacts with specific job titles” based on information retrieved from Apollo, including job title and industry.
• For the HubSpot action, configure which information retrieved from Apollo should be mapped to which HubSpot fields, such as name, company name, and email address.

■Notes‍

• Connect both Apollo and HubSpot 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 above. On the Free plan, workflow operations that use branching 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 otherwise restricted.