PerfexCRM + Apollo Integration

Connect PerfexCRM to Apollo in 1 click

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Popular PerfexCRM + Apollo Workflows

Create PerfexCRM 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 - PerfexCRM integration, anytime a new Apollo contact is created, an PerfexCRM 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.

Activate

When Contact is created in Apollo > Check condition > Add staff in PerfexCRM

Apollo + PerfexCRM Integration

Activate

When Contact is created in Apollo > Check condition > Create lead in PerfexCRM

Apollo + PerfexCRM Integration

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

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Bulk people enrichment in Apollo
Create opportunity in Apollo
Update opportunity in Apollo
Add contacts to sequence in Apollo
Search contact in Apollo
Create contact in Apollo
Remove contacts from sequence in Apollo
Update contact in Apollo
Update contact stage in Apollo
Search account in Apollo
Update account stage in Apollo
Enrich organization in Apollo
Create account in Apollo
Update account in Apollo
Enrich people using domain in Apollo
Get list by ID in Apollo
Search sequence in Apollo
People enrichment in Apollo
Update contact ownership in Apollo
Update account ownership in Apollo

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Integrate PerfexCRM & Apollo In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate PerfexCRM & Apollo with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate PerfexCRM & Apollo With 1100+ Other Apps

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

Apollo is the only connection to your buyers that you need. It consists of a database, lead generation tools and analytics in one place, which makes it easy to find and engage with qualified leads.

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