Guide

How to automatically create an Apollo contact whenever a new row is added in Retable

Learn how to set up a Relay playbook that automatically creates contacts in Apollo every time a new row is added in Retable, enhancing your CRM process.
Retable logoRetable > Apollo
Trigger
Last triggered
Retable logoRow added
Apollo logoCreate contact
1

Add the Retable trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "Row added" under Retable. Then, select the table. If this is your first time using a Retable integration in Relay, you'll be prompted to connect your Retable account.

Every time a row is added in Retable, your playbook will run automatically.

2

Add the Apollo "Create contact" automation

Now, you can create a new contact in Apollo. Add a further step and select "Create contact" from the list of Apollo automations.

If you haven't already, connect Apollo to Relay, then fill out details like a first name, last name, email, contact stage, organization name, website URL and job title. You can reference fields from Retable to pass along the correct data automatically.

3

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a row is added in Retable. You can also click "Check now" to manually check whenever you'd like.

Get started with Relay.app

Sign up now and get started with your playbook today