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Apollo + Insightly

Create new records in Insightly from new contacts in Apollo

Create seamless workflows between Apollo and Insightly. This automation starts when a new contact is added in Apollo, and instantly creates a record of that contact in Insightly. Avoid manual data entry and keep your systems up-to-date, allowing you to focus more on building customer relationships.

Create seamless workflows between Apollo and Insightly. This automation starts when a new contact is added in Apollo, and instantly creates a record of that contact in Insightly. Avoid manual data entry and keep your systems up-to-date, allowing you to focus more on building customer relationships.

  1. When this happens...
    ApolloApollo
    New Contact

    Triggers when a new Contact is created.

    Note: This trigger may not always fire instantly after Contacts are created in Apollo. Contact information must be verified as up-to-date first, so there may be a delay of up to 30 minutes.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Apollo triggers, actions, and search

    Account Updated

    Triggers when an existing Account is updated.

    Trigger
    Instant
    Try It
  • Apollo triggers, actions, and search

    New Account

    Triggers when a new Account is created.

    Trigger
    Instant
    Try It

    • NameRequired

    • Domain

    • Phone Number

    • Raw Address

    Action
    Write

    • nameRequired

    • amountRequired

    • Owner ID

    • Opportunity Stage Id

    • Closed Date

    Action
    Write
  • Apollo triggers, actions, and search

    Contact Updated

    Triggers when an existing Contact is updated.

    Trigger
    Instant
    Try It
  • Apollo triggers, actions, and search

    New Contact

    Trigger
    Instant
    Try It

    • First NameRequired

    • Last NameRequired

    • Organization NameRequired

    • title

    • Email AddressRequired

    • Address

    • Website Url

    Action
    Write

    • NoteRequired

    • Contacts IDsRequired

    • PriorityRequired

    • TypeRequired

    • Due DateRequired

    • Assigned ToRequired

    Action
    Write
apollo logo
apollo logo

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Related categories

  • Sales & CRM
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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