Add a specific contact to Microsoft Excel when they are created in Apollo

■Overview

Are you manually copying lead information collected in Apollo into Microsoft Excel? This task is not only time-consuming but can also lead to human errors, such as data entry mistakes. With this workflow, whenever a new contact is created in Apollo, a row is automatically added to the specified Microsoft Excel sheet. Automate data integration between Apollo and Excel to reduce manual work and streamline data management.

■Who This Template Is Recommended For

• Sales representatives who manage leads acquired through Apollo in Microsoft Excel and find manual data entry time-consuming
• Marketing professionals who want to automate their lead management process using Apollo and Excel and improve operational efficiency
• Managers who aim to improve the accuracy of sales data and increase productivity across their teams

■Benefits of Using This Template

• A row is automatically added to Microsoft Excel when a contact is created in Apollo, reducing the time spent manually transferring data.
• By eliminating manual data transfers, this workflow helps prevent human errors such as data entry mistakes and missed entries, ensuring data accuracy.

■Workflow Steps

1. First, connect Apollo and Microsoft Excel with Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Then, configure the branching feature in an operation and set the conditions for subsequent processing based on the contact information retrieved.
4. Finally, configure the “Add a record” action for Microsoft Excel in an operation. When the conditions are met, a record is added to the specified file.

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

■Customization Options

• With the branching feature, you can freely set conditions for subsequent processing based on information retrieved from Apollo, such as a contact’s job title or industry. For example, you can set a condition to run the next process when a specific job title is included.
• When adding a record to Microsoft Excel, you can freely choose which Apollo data—such as company name, contact name, or email address—to assign to each column. You can also set fixed text.

■Notes

• Connect both Apollo and Microsoft Excel with 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.
• Microsoft 365 (formerly Office 365) offers plans for home use and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• For information on configuring operations that work with Microsoft Excel databases, see below.
  See the instructions here
• Branching is an operation available on the Mini plan and above. On the Free plan, configured workflow operations that use branching will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.