Create a customer in Stripe when a contact is created in Apollo

■Overview

Are you manually operating Apollo, a sales list creation tool, and Stripe, a payment platform, separately? Manually registering lead information acquired through Apollo in Stripe is time-consuming and prone to input errors. With this workflow, you can automate the integration between Apollo and Stripe. Whenever a new contact is created in Apollo, the customer information is automatically created in Stripe, helping you resolve these challenges smoothly.

‍

■Who Should Use This Template

• Sales representatives who manually register lead information acquired through Apollo in Stripe
• Accounting representatives who want to automate data synchronization between Apollo and Stripe and streamline billing operations
• Anyone who wants to eliminate manual customer information transfer errors and improve data accuracy

‍

■Benefits of Using This Template

• When a contact is added to Apollo, a customer is automatically created in Stripe, reducing the time spent on manual registration.
• Because manual data transfer is no longer required, you can prevent human errors such as incorrect customer information and missed registrations.

‍

■Workflow

1. First, connect Apollo and Stripe to Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Finally, select Stripe as the operation and set the action to “Create a customer.” At this point, map the Apollo contact information retrieved by the trigger.

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

‍

■Customization Options

• When creating a customer in Stripe, you can add custom text or information retrieved from Apollo to the description field. For example, including the contact’s job title or specific tags can make customer management more efficient.

‍

■Notes

• Connect both Apollo and Stripe to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• 【Stripe】 is available only on the Team and Success plans. On the Free and Mini plans, the configured workflow operations and data connections will result in errors. Please be aware of this.
• Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions.