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

■Overview

Manually adding contact information to Apollo every time a new lead is created in Close is not only time-consuming but also prone to input errors. This workflow seamlessly automates the integration between Close and Apollo. When a lead is created in Close, a contact is automatically created in Apollo based on the lead information, helping your sales team get a faster start and reducing the burden of data entry.

■Who Should Use This Template

• Sales professionals who manually register data from Close in Apollo and want to improve efficiency
• Anyone who wants to connect Apollo and Close for smoother lead information management
• Managers who want to standardize data entry across their sales team and eliminate human error

■Benefits of This Template

• Automatically create a contact in Apollo when a lead is created in Close, reducing the time spent on manual data entry.
• Eliminate manual data transfers to help prevent human errors such as incorrect entries and missed registrations.

■Workflow

1. First, connect Close and Apollo to Yoom.
2. Next, select Close as the trigger and set it to “New Lead.”
3. Then, configure Close’s “Get Contact” action as an operation to retrieve detailed information associated with the lead.
4. Next, configure the AI feature “Extract data from text” to extract and process the necessary data, such as first and last names, from the information retrieved.
5. Finally, configure Apollo’s “Create a contact” action as an operation to create a new contact based on the extracted information.

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

■Customization Options

• In the AI data extraction step, you can configure the workflow to split the full name retrieved from Close into first and last names or extract specific information required for registration in Apollo, such as the company name.
• When creating a contact in Apollo, you can enter fixed text in specific fields or dynamically set information retrieved in previous steps, such as the company name or contact name.

■Notes

• Connect both Close and Apollo to Yoom.
• Please note that when a lead is manually registered one at a time in Close, this flow is triggered once the contact name has been entered. With this template, you can create an Apollo contact from the Lead Page after entering the lead’s detailed information and the information for the associated contact.