How to create new contacts in Apollo from new SmartSuite records

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New record added" under SmartSuite. Then, select the table you're monitoring. If this is your first time using a SmartSuite integration in Relay.app, you'll be prompted to connect your SmartSuite account.

Now, every time a record is added in SmartSuite, your playbook will run automatically.

Integrate the Apollo automation into your playbook to ensure the prompt creation of a new contact in Apollo when a new record has been added in SmartSuite.

Click the "Add step" button, then locate the "Create contact" automation for Apollo and input the mandatory and relevant details.

If your Apollo account isn't already 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.

Activating your playbook is the final step to automate the creation of a new contact in Apollo. Once turned on, it will respond to each newly added record in SmartSuite by creating a new contact in Apollo without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.