Apollo + Apptivo Integration

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Popular Apollo + Apptivo Workflows

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Apollo + Apptivo Integration

Create Apptivo contact for new Apollo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Apollo - Apptivo integration, anytime a new Apollo contact is created, an Apptivo contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Apptivo + Apollo Integration

Create Apollo contact for new Apptivo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Apptivo - Apollo integration, anytime a new Apptivo contact is created, an Apollo contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Apptivo + Apollo Integration

Create Apollo opportunity from new Apptivo contact

Anytime a new contact is created in your Apptivo, a new opportunity will automatically be created in your Apollo. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Apptivo - Apollo integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Apollo + Apptivo Integration
1.
  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Account is created in Apollo Instant
  • Apollo
    Account is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo
  • Apollo
    Account is created or updated in Apollo
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
2.
  • Apollo
    Bulk people enrichment in Apollo
  • Apollo
    Get contact by ID in Apollo
  • Apollo
    Create opportunity in Apollo
  • Apollo
    Update opportunity in Apollo
  • Apollo
    Add contacts to sequence in Apollo
  • Apollo
    Search contact in Apollo
  • Apollo
    Create contact in Apollo
  • Apollo
    Remove contacts from sequence in Apollo
  • Apollo
    Update contact in Apollo
  • Apollo
    Update contact stage in Apollo
  • Apollo
    Search account in Apollo
  • Apollo
    Update account stage in Apollo
  • Apollo
    Enrich organization in Apollo
  • Apollo
    Create account in Apollo
  • Apollo
    Update account in Apollo
  • Apollo
    Enrich people using domain in Apollo
  • Apollo
    Get list by ID in Apollo
  • Apollo
    Search sequence in Apollo
  • Apollo
    Enrich people in Apollo
  • Apollo
    Update contact ownership in Apollo
  • Apollo
    Update account ownership in Apollo
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo
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