Apollo + Apptivo Integration

Connect Apollo to Apptivo - Automate your workflows in 1-click

Make use of Apollo and Apptivo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Apollo & Apptivo using Integrately.
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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

    Triggers the automation whenever a contact is updated

  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Account is created in Apollo

    Triggers the automation whenever a new account is created

    Instant
  • Apollo
    Account is updated in Apollo

    Triggers the automation whenever an account is updated

    Instant
  • Apollo
    Contact is created in Apollo

    Triggers the automation whenever a new contact is created

  • Apollo
    Account is created or updated in Apollo

    Triggers the automation whenever an account is created or updated

  • Apptivo
    Case is created in Apptivo

    Triggers the automation whenever a new case is created

    Instant
  • Apptivo
    Case is updated in Apptivo

    Triggers the automation whenever any case is updated

    Instant
  • Apptivo
    Case is deleted in Apptivo

    Triggers the automation whenever any case is deleted

    Instant
  • Apptivo
    Contact is created in Apptivo

    Triggers the automation whenever a new contact is created

    Instant
  • Apptivo
    Contact is updated in Apptivo

    Triggers the automation whenever a contact is updated

    Instant
  • Apptivo
    Opportunity is created in Apptivo

    Triggers the automation whenever any opportunity is updated

    Instant
  • Apptivo
    Opportunity is updated in Apptivo

    Triggers the automation whenever any opportunity is updated

    Instant
  • Apptivo
    Opportunity is deleted in Apptivo

    Triggers the automation whenever any opportunity is deleted

    Instant
  • Apptivo
    Customer is created in Apptivo

    Triggers the automation whenever a new customer is created

    Instant
  • Apptivo
    Customer is updated in Apptivo

    Triggers the automation whenever customer details are updated

    Instant
  • Apptivo
    Customer is deleted in Apptivo

    Triggers the automation whenever a customer is removed from the database

    Instant
  • Apptivo
    Contact is deleted in Apptivo

    Triggers the automation whenever a contact is removed from the particular list

    Instant
  • Apptivo
    Project is created in Apptivo

    Triggers the automation whenever a new project is created

    Instant
  • Apptivo
    Project is updated in Apptivo

    Triggers the automation whenever a project is updated

    Instant
  • Apptivo
    Project is deleted in Apptivo

    Triggers the automation whenever a project is deleted

    Instant
  • Apptivo
    Lead is created in Apptivo

    Triggers the automation whenever a new lead is created

    Instant
  • Apptivo
    Lead is updated in Apptivo

    Triggers the automation whenever the lead information is updated

    Instant
  • Apptivo
    Lead is deleted in Apptivo

    Triggers the automation whenever a lead is removed from the system

    Instant
2.
  • Apollo
    Bulk people enrichment in Apollo

    Automatically enriches people in bulk

  • Apollo
    Get contact by ID in Apollo
  • Apollo
    Create opportunity in Apollo

    Automatically creates a new instance of the support system

  • Apollo
    Update opportunity in Apollo

    Automatically updates the opportunity details as needed

  • Apollo
    Add contacts to sequence in Apollo

    Automatically schedule contacts to receive a series of predefined emails or communication

  • Apollo
    Search contact in Apollo

    Automatically finds and retrieves contact information

  • Apollo
    Create contact in Apollo

    Automatically adds a new contact to the database

  • Apollo
    Remove contacts from sequence in Apollo

    Automatically removes contacts from a sequence

  • Apollo
    Update contact in Apollo

    Automatically updates contact information with new details

  • Apollo
    Update contact stage in Apollo

    Automatically moves the contact to a different stage based on particular criteria

  • Apollo
    Search account in Apollo

    Automatically searches for account information

  • Apollo
    Update account stage in Apollo

    Automatically updates the stage of an account based on criteria

  • Apollo
    Enrich organization in Apollo

    Automatically enriches organization data

  • Apollo
    Create account in Apollo

    Automatically generates a new account

  • Apollo
    Update account in Apollo

    Automatically updates account information

  • Apollo
    Enrich people using domain in Apollo

    Automatically enriches people data using a domain

  • Apollo
    Get list by ID in Apollo

    Automatically retrieves a list by its ID

  • Apollo
    Search sequence in Apollo

    Automatically searches for a sequence

  • Apollo
    Enrich people in Apollo

    Automatically enriches people data

  • Apollo
    Update contact ownership in Apollo

    Automatically transfer ownership of contacts to a user

  • Apollo
    Update account ownership in Apollo

    Automatically transfer ownership of an account to a new user

  • Apptivo
    Create contact in Apptivo

    Automatically adds a new contact to the database

  • Apptivo
    Search contact in Apptivo

    Automatically finds and retrieves contact information

  • Apptivo
    Create lead in Apptivo

    Automatically generates new leads for potential customers

  • Apptivo
    Search lead by email in Apptivo

    Automatically retrieves information for a particular lead using their email

  • Apptivo
    Create customer in Apptivo

    Automatically adds a new customer to the database

  • Apptivo
    Create opportunity in Apptivo

    Automatically creates a new instance of the support system

  • Apptivo
    Search customer by customer number in Apptivo

    Automatically retrieves customer information based on customer number input

  • Apptivo
    Search opportunity by name in Apptivo

    Automatically searches for a opportunity by its name

  • Apptivo
    Search case by Email in Apptivo

    Automatically retrieves a case using an email address

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