Create a customer in Stripe when a contact matching specific conditions is created in Apollo

■Overview

Do you use both the sales list building tool “Apollo” and the payment platform “Stripe,” but find it time-consuming to manually enter customer information into each one?
This workflow automatically creates customer records in Stripe based on specific conditions whenever a new contact is created in Apollo. By automating data integration between Apollo and Stripe, you can eliminate the time and errors associated with manual data entry and streamline the process from sales to billing.

‍

■Who should use this template

• Sales representatives who manually register lead information from Apollo in Stripe
• Anyone looking to prevent data entry errors and missed actions when integrating Apollo with Stripe
• Managers who want to automate and streamline the entire workflow from sales activities to billing management

‍

■Benefits of using this template

• When a contact is created in Apollo, a customer record is automatically created in Stripe, reducing the time previously spent on manual tasks.
• By eliminating the need to manually transfer data, this workflow prevents human errors such as incorrect entries and missed registrations, helping maintain data accuracy.

‍

■Workflow steps

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. Then, configure a branch in the workflow and set the conditions for creating customers in Stripe.
4. Finally, set Stripe’s “Create a customer” action and link it to the information of the contact created in Apollo.

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

‍

■Customization options

• With the branching feature, you can set custom conditions for creating customers in Stripe based on the information retrieved from Apollo. For example, you can filter contacts by specific criteria such as job title, industry, or nationality and send only the eligible contacts to Stripe.

‍

■Notes

• Connect both Apollo and Stripe 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.
• 【Stripe】 is available only on the Team and Success plans. On the Free and Mini plans, workflow operations and data connections configured with Stripe will result in errors.
• Paid plans such as the Team and Success plans offer a two-week free trial. During the free trial, you can use apps subject to plan restrictions.
• Branching is a feature (operation) available on the Mini plan and above. On the Free plan, workflow operations configured with branching will result in errors.
• Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.