Apollo + Firmao Integration

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Apollo + Firmao Integration

Create Firmao task for new Apollo contact

In Apollo, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Apollo + Firmao Integration
1.
  • Apollo
    Contact is updated in Apollo
  • Apollo
    Contact is created in Apollo Instant
  • 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
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
2.
  • Apollo
    Bulk people enrichment 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
    People enrichment in Apollo
  • Apollo
    Update contact ownership in Apollo
  • Apollo
    Update account ownership in Apollo
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
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