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Apollo + Salesforce

Create Salesforce records for each new Apollo account

Streamline your sales process with this efficient workflow. When a new account is created in Apollo, this sets off an automatic process in Salesforce to create a record. This seamless integration eliminates the need for manual data transfer, making it easier to manage new clients and ensuring all relevant details are accurately logged in Salesforce. Enjoy a more organized and efficient sales process.

Streamline your sales process with this efficient workflow. When a new account is created in Apollo, this sets off an automatic process in Salesforce to create a record. This seamless integration eliminates the need for manual data transfer, making it easier to manage new clients and ensuring all relevant details are accurately logged in Salesforce. Enjoy a more organized and efficient sales process.

  1. When this happens...
    ApolloApollo
    New Account

    Triggers when a new Account is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

  • 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
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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
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Related Zap Templates

  • Create Salesforce leads from new Apollo contacts

 

  • Create new Salesforce records for every contact added in Apollo

 

  • Create new Apollo contacts from new Salesforce contacts