
When this happens...
New Account Created
New Contact
Contact Is Updated

Automatically do this!
Enable Integrations or automations with these events of Apollo and ACT! 365
Runs when a new account is created in Apollo.
Runs when a new contact is created in Apollo.
Runs when an existing contact is updated.
Creates a new account in Apollo using the details you provide.
Creates a new contact in your team's Apollo account.
Creates a new deal in your Apollo account.
Create a task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.
Updates an existing Apollo account with the provided account details and owner.
Search for contacts by name, job title, company, or email and return matching contact information.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Apollo and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how Apollo data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and ACT! 365 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apollo and ACT! 365. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreAct! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.
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