When a contact matching specific conditions is created in Apollo, add it to Salesforce as well

■Overview

Do you use Apollo and Salesforce for sales activities but find it time-consuming to manually transfer contact information? Missing entries and input errors can also be ongoing challenges. With this workflow, whenever a contact that meets specific criteria is created in Apollo, a record is automatically added to Salesforce. Automate data transfers between Apollo and Salesforce to streamline sales list management.

■Who This Template Is For

• Sales representatives who manually enter lead information acquired through Apollo into Salesforce
• Those considering automating sales list creation by integrating Apollo with Salesforce
• Those looking to eliminate manual data entry errors and improve data accuracy

■Benefits of This Template

• Because a record is automatically added to Salesforce when a contact is created in Apollo, you can reduce the time previously spent on manual data entry.
• By eliminating the need to manually transfer data, you can prevent human errors such as incorrect or missing entries and maintain data accuracy.

■Flow Bot Steps

1. First, connect Apollo and Salesforce to Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Then, configure a branch in the operation so that subsequent steps run only when specific criteria are met.
4. Finally, configure Salesforce’s “Add a record” action in the operation to add the information retrieved from Apollo to Salesforce.

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

■Customization Options

• In the branch, set the criteria for the contacts you want to add to Salesforce, such as job title, industry, or company size.
• When adding a record to Salesforce, choose which information from Apollo should be mapped to each Salesforce field.

■Notes‍

• Connect both Apollo and Salesforce 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, while Salesforce is an app available only on the Team and Success plans. On the Free plan, operations in configured flow bots will result in errors.
• Paid plans starting with the Mini plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.