Create a new customer in Paddle when a contact is created in Apollo

■Overview

If you use Apollo for sales activities and Paddle for payment management, are you spending time manually entering customer information into each tool?
This not only takes time but can also lead to human error, such as data entry mistakes.
With this workflow, whenever a new contact is created in Apollo, a customer is automatically created in Paddle based on that information, enabling smooth data synchronization between Apollo and Paddle.

■Who This Template Is For

• Sales professionals who use both Apollo and Paddle and find manual customer data entry time-consuming
• Anyone who wants to eliminate data entry errors and omissions when transferring information between Apollo and Paddle
• Team leaders looking to streamline the entire customer management process, from lead generation through payment

■Benefits of This Template

• When a contact is added to Apollo, customer information is automatically created in Paddle, reducing the time spent on data entry
• Eliminating manual data transfers helps prevent human errors such as incorrect entries and missed registrations, keeping your data accurate

■How the Flowbot Works

1. First, connect Apollo and Paddle with Yoom
2. Next, select Apollo as the trigger and set the action to “When a contact is created”
3. Finally, set Paddle’s “Create New Customer” action as the operation and map the information retrieved from Apollo

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

■Customization Options

• Choose which fields to map when creating a new customer in Paddle. You can freely assign contact information retrieved by the Apollo trigger, such as names and email addresses, as well as fixed values

■Notes

• Connect both Apollo and Paddle with Yoom.