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

■Overview

Do you find it time-consuming to manually register lead information acquired in Apollo in the payment system Paddle? This process not only takes time but can also lead to human errors such as data entry mistakes. With this workflow, you can seamlessly automate the integration between Apollo and Paddle. Whenever a new contact is created in Apollo, the customer information is automatically created in Paddle, reducing the effort required for manual data entry and improving operational accuracy.

■Who Is This Template For?

• Sales professionals who use both Apollo and Paddle and want to eliminate the hassle of duplicate data entry
• Anyone looking to automate the process from lead generation to payment and build a more efficient workflow
• Anyone who wants to easily connect Apollo and Paddle without API development, using a no-code solution

■Benefits of Using This Template

• Automatically create customer information in Paddle whenever a contact is added to Apollo, reducing the time spent on manual data entry
• Eliminate manual data transfers to reduce the risk of human errors such as incorrect entries and missed registrations, while maintaining data accuracy

■How the Flow Bot Works

1. First, connect Apollo and Paddle to Yoom
2. Next, select Apollo as the trigger and set the action to “When a contact is created”
3. Then, set up the “Branch” feature as an operation to split subsequent processes based on the retrieved contact information
4. Finally, set Paddle’s “Create New Customer” action as an operation to create new customer information

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

■Workflow Customization Options

• With the Branch feature, you can freely set conditions such as “Create a customer in Paddle only when specific conditions are met,” based on the contact information retrieved from Apollo
• When creating customer information in Paddle, you can choose which fields to map information such as the company name and contact name retrieved from Apollo to

■Notes

• Connect both Apollo and Paddle to Yoom.
• The Branch feature is available as an operation on the Mini plan and above. Please note that operations in a flow bot configured with the Branch feature will result in an error on the Free plan.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.