Popular Apollo + Salesforce Workflows
Create Apollo contact for new Salesforce record
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Salesforce contact for new Apollo contact
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 - Salesforce integration, anytime a new Apollo contact is created, an Salesforce 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.
Create Salesforce record for new Apollo contact
So go ahead and set up this integration - it will make your life much easier!
Create Salesforce opportunity from new Apollo contact
This Apollo - Salesforce 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.
Create Salesforce task for new Apollo contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Record is created in Salesforce > Create contact in Apollo > Create opportunity in Apollo
When Contact is created in Apollo > Check condition > Create contact in Salesforce
When Contact is created in Apollo > Check condition > Create lead in Salesforce
When Contact is created in Salesforce > Check condition > Create contact in Apollo
When Lead is created in Salesforce > Check condition > Create contact in Apollo
When Record is created in Salesforce > Check any condition > Create contact in Apollo
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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.
See Apollo IntegrationsSalesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
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