Create a contact in Apollo when a new person is detected in Copper

■Overview

Do you use both Copper and Apollo for your sales activities and find yourself manually entering the same information into each tool?
In particular, transferring prospect information managed in Copper to Apollo is time-consuming and prone to input errors.
With this workflow, a contact is automatically created in Apollo whenever a new person is added to Copper, eliminating manual work and enabling efficient data synchronization.

■Who This Template Is For

• Sales professionals who use both Copper and Apollo and want to eliminate duplicate data entry
• Anyone who wants to automate data synchronization from Copper to Apollo and improve sales efficiency
• Team leaders who want to prevent manual data transfer errors and maintain accurate information

■Benefits of This Template

• Automatically creates a contact in Apollo when a person is added to Copper, reducing the time spent on manual tasks
• Eliminates manual data transfer, reducing the risk of human errors such as incorrect or missing entries and maintaining data consistency

■Flowbot Workflow

1. First, connect Copper and Apollo to Yoom
2. Next, select Copper as the trigger and set the “New Person” action to detect when a new person is added
3. Then, set Copper’s “Get Person” action as an operation to retrieve the details of the added person
4. Finally, set Apollo’s “Create a contact” action as an operation to create a contact based on the information retrieved in the previous step

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

■Customization Options

• When creating a contact in Apollo, choose which information retrieved from Copper should be registered in each field. For example, map the person’s name, email address, and company name to the corresponding fields

■Notes

• ‍‍Connect both Copper and Apollo to Yoom.