- How to automatically create or update a contact in Apollo every time there is a new submission in Fillout
- 1. Set the Fillout trigger as “New submission”
- 2. Add the “Create or update contact” step in Apollo
- 3. Activate your playbook
- Learn more about integrating with Fillout and Apollo
- Related blog posts
- More how-to guides featuring Fillout and Apollo
How to automatically create or update a contact in Apollo every time there is a new submission in Fillout
Fillout > ApolloNew submission
Create or update contactSet the Fillout trigger as “New submission”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Fillout trigger to initiate your playbook's actions every time there is a new submission. Click "Add trigger" in your playbook and choose "New submission" from the dropdown menu under Fillout.
If you still need to connect your Fillout account to Relay.app yet, a prompt will guide you through the process.
Add the “Create or update contact” step in Apollo
Integrate the Apollo automation into your playbook to ensure the prompt creating or updating of a contact in Apollo every time there is a new submission in Fillout.
Click the "Add step" button, locate the “Create or update contact” automation for Apollo, and input the mandatory and relevant details.
If your Apollo account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Apollo account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create or update a contact in Apollo every time there is a new submission in Fillout without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
What will you automate?
