Create a lead in Close when a contact is created in Apollo

■Overview

When using Apollo and Close together for sales activities, manually transferring contact information acquired in Apollo to Close can be time-consuming. In addition to taking up valuable time, this process can lead to human errors such as data entry mistakes. This workflow automates the process of creating lead information in Close whenever a contact is created in Apollo, enabling seamless data synchronization between Apollo and Close.

■Who Should Use This Template

• Sales representatives who find it time-consuming to manually enter data between Apollo and Close
• Anyone looking to quickly sync leads acquired in Apollo with Close and improve sales efficiency
• Managers who want to standardize data entry across their sales team and reduce reliance on individual processes

■Benefits of Using This Template

• When a contact is created in Apollo, a lead is automatically registered in Close, reducing the time previously spent on manual data entry
• The system automatically syncs data between Apollo and Close, helping prevent human errors such as transcription mistakes and missing entries

■Flowbot Steps

1. First, connect Apollo and Close to Yoom
2. Next, select Apollo as the trigger and set the action to “When a contact is created”
3. Finally, select Close as the operation and set the “Create Lead” action to create a lead based on the information retrieved from Apollo

※“Trigger”: An action that starts the flow. “Operation”: An action that runs within the flow after the trigger is activated

■Customization Options

• In the operation that creates a lead in Close, you can customize each field by entering any fixed values or setting contact information retrieved from Apollo by the trigger, such as names and email addresses, as variables

■Notes

• Connect both Apollo and Close to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.