Add a record to Salesforce when a contact is created in Apollo

‍■Overview

When using Apollo and Salesforce together, do you find yourself manually transferring contact information acquired in Apollo to Salesforce? This manual work not only takes time but can also lead to human errors such as data entry mistakes. With this workflow, you can automatically add a record to Salesforce whenever a new contact is created in Apollo, streamlining data integration between Apollo and Salesforce and eliminating these challenges.

■Who Is This Template For?

• Sales professionals who find data entry between Apollo and Salesforce time-consuming or challenging
• Managers who want to streamline sales team data management and improve productivity
• Anyone looking to automate the overall sales process through Apollo–Salesforce integration

■Benefits of This Template

• Automate data transfer from Apollo to Salesforce and use the time previously spent on manual work for other core tasks
• Prevent copy-and-paste errors and missed entries, and maintain accurate customer data in Salesforce at all times

■Workflow

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. Finally, set Salesforce’s “Add a record” action as the operation and map the information retrieved by the Apollo trigger

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

■Customization Options

• When adding a record to Salesforce, choose which object to add it to, such as a lead or contact
• Choose which Salesforce fields to map the information retrieved by the Apollo trigger to, such as company name, name, and email address

■Notes‍

• Connect both Apollo and Salesforce to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Salesforce is available only on the Team and Success plans. On the Free and Mini plans, workflow operations and Data Connects configured for Salesforce will result in errors.
• Paid plans, including the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps that are restricted on your plan.