When a contact is created in HubSpot, add it to Apollo.
Launch this workflow to connect
HubSpot &
Apollo
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■Overview
Are you spending time manually entering customer data managed in HubSpot into Apollo as sales lists? These repetitive data-entry tasks are not only tedious but also prone to human errors like transcription mistakes. With this workflow, whenever a new contact is created in HubSpot, that information is automatically added to Apollo. This automates data sync between Apollo and HubSpot and streamlines your sales operations.
■Who we recommend this template for
- Sales reps who use both HubSpot and Apollo and feel burdened by manual contact data entry
- Managers who want to automate sync between Apollo and HubSpot to make their team’s data-entry work more efficient
- DX leads promoting cross-SaaS automation and looking for concrete use cases
■Benefits of this template
- Use a trigger when a contact is added to HubSpot to automatically add the information to Apollo, reducing manual data-entry time.
- Automate data sync between Apollo and HubSpot to prevent human errors such as transcription mistakes and missing entries.
■Workflow steps
- First, connect HubSpot and Apollo with Yoom.
- Next, choose HubSpot as the trigger and set the action 「When a new contact is created」.
- Finally, in the operation, set Apollo’s 「Create contact」 action and map the HubSpot fields obtained from the trigger.
※「trigger」:the action that starts the flow、「operation」:the action that runs inside the flow after the trigger fires
■Customization tips for this workflow
- In the operation that creates a contact in Apollo, choose which data from HubSpot maps to which fields in Apollo.
- For example, correctly map name, company, and email from HubSpot contact data to Apollo fields to ensure accurate syncing.
■Notes
- Connect Yoom with both HubSpot and Apollo.
- You can set the trigger to run every 5, 10, 15, 30, or 60 minutes.
- The minimum interval varies by plan.
- Apollo is available on the Mini plan and above. On the Free or Personal plan, Flowbot operations and Data Connect you set will result in errors.
- Paid plans such as Personal, Mini, Team, and Success include a 2-week free trial. During the free trial, you can use apps that are otherwise restricted. For details, see 「Pricing plans page」.
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