Get notified in Gmail when an account is created in Apollo
Launch this workflow to connect
Apollo &
Gmail
!
■Overview
When using Apollo for sales activities, manually notifying relevant team members every time a new account is created can be time-consuming.
Especially when sending notifications via Gmail, copying and pasting information and setting recipients takes time, which can lead to delays or missed updates.
With this workflow, account creation in Apollo triggers an automatic notification email from Gmail, streamlining information sharing between Apollo and Gmail.
■Recommended for
- Sales professionals who manually notify team members via Gmail about leads acquired through Apollo and find the process time-consuming
- Those considering automating the integration between Apollo and Gmail to quickly approach new accounts
- Those looking to streamline information sharing in their sales process and improve team productivity
■Benefits of this template
- Notifications are sent via Gmail immediately after an account is registered in Apollo, reducing the time previously spent sharing information manually.
- Automated processing helps prevent human errors such as missed notifications and incorrect recipients, ensuring reliable information sharing.
■Flowbot steps
- First, connect Apollo and Gmail to Yoom.
- Next, select Apollo as the trigger and set the action to “When an account is created.”
- Finally, set Gmail’s “Send an email” action as the operation, then enter the notification details and recipients.
*“Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger is activated.
■Customization options
- For Gmail’s email-sending action, set the notification recipients (To, Cc, Bcc) to the appropriate addresses. You can send notifications based on your needs, such as to specific team members or a team mailing list.
■Notes
- Connect both Apollo and Gmail to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- The shortest available trigger interval varies by plan.
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About the apps you use
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Yoom allows you to integrate with Apollo's API without code, enabling the automation of various tasks. For example, you can enhance lead information by retrieving data from Apollo for leads registered in Salesforce or HubSpot, or automatically register lead information as contacts in Apollo.
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Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Flowbot triggers
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Flowbot operations
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