Create contacts in Apollo from Close Lead Pages

■Overview

Do you use Close and Apollo for sales activities but struggle with the time-consuming task of manually transferring lead information and dealing with data entry errors?
With this workflow, you can create contact information in Apollo with one click from a Close Lead Page. Eliminate manual data entry while keeping information accurate and synchronized. Streamline inefficient manual tasks and create an environment where you can focus on more important sales activities.

※Using a trigger with the Chrome extension lets you start the workflow directly from Close.

■Who Should Use This Template

• Sales professionals who use Close and Apollo and spend too much time manually entering data
• Managers looking for ways to connect Apollo and Close to improve the productivity of their entire sales team
• Anyone who wants to eliminate manual entry errors and maintain consistent customer data

■Benefits of This Template

• Create Apollo contacts directly from Close to reduce the time spent switching between apps and copying and pasting data
• Automatically sync data to prevent common human errors, such as transcription mistakes and missing fields, and improve data accuracy

■Workflow Steps

1. First, connect Close and Apollo with Yoom
2. Next, select “Close Chrome Extension Trigger” as the trigger and set it to “Trigger from Lead Page.” This lets you start the workflow from a Close Lead Page
3. Then, configure Close’s “Get Contact” action to retrieve the contact information of the triggered lead
4. Next, configure the AI feature’s “Extract data from text” action to extract and process the required data, such as the name and company name, from the retrieved information
5. Finally, configure Apollo’s “Create Contact” action to create a contact based on the extracted data

※“Trigger”: The action that starts the workflow. “Operation”: An action that processes data in the workflow after the trigger starts.

■Customization Options

• The AI data extraction step can be customized to meet your requirements—for example, splitting a full name retrieved from Close into first and last names or extracting specific information such as the company name and job title
• In Apollo’s contact creation operation, you can flexibly configure each field by setting fixed text or inserting information retrieved in previous operations as variables

■Notes

• Connect both Close and Apollo with Yoom.
• For details on configuring a trigger using the Chrome extension, see this guide.
• If you are importing a CSV or using an integration with another tool to register contact details in bulk when creating Leads in Close, you can also automatically create Apollo contacts using this template.