Send a Gmail notification when an account matching specific criteria is created in Apollo

■Overview

Do you manually notify relevant team members every time a new account is created in Apollo? It can be time-consuming to quickly share important accounts without missing any. With this workflow, you can automatically send Gmail notifications when an account that meets specific criteria is created in Apollo, helping your sales team get off to a smooth start.

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■Who This Template Is For

• Sales representatives who want to quickly share new account information acquired through Apollo with their team via Gmail
• Inside sales representatives who want to reduce the effort involved in manually notifying team members about leads that meet specific criteria
• Managers considering automating their sales processes by integrating Apollo with Gmail

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■Benefits of Using This Template

• Automatically send Gmail notifications when an account is created in Apollo, reducing the time spent on manual communication.
• Prevent missed or delayed notifications caused by manual checks and outreach, helping reduce the risk of missing valuable sales opportunities.

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■Workflow Overview

1. First, connect Apollo and Gmail with Yoom.
2. Next, select Apollo as the trigger and set the action to “When an account is created.”
3. Then, configure a branch in the operation so that subsequent steps run only when specific conditions are met.
4. Finally, set the Gmail “Send an email” action in the operation to notify the designated recipients with information about accounts that meet the conditions.

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

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■Customizing This Workflow

• In the branching step, set the conditions for notifications based on the account information retrieved from Apollo.
• In the Gmail email-sending action, set the email addresses of the notification recipients.

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■Notes

• Connect both Apollo and Gmail with 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.
• Branching is an operation available on the Mini Plan and above. On the Free Plan, operations in workflows that include 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 subject to plan restrictions.