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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new account is created
Triggers when a new contact is created
Triggers when an existing account is updated
Runs when inbound call arrives
Runs when text message is sent
Runs when outbound call ends.
Action is the task that follows automatically within your Apollo integrations.
Creates a new account
Creates a new contact to your team's Apollo account.
Creates a new deals for an Apollo account
Creates a new task
Update an existing account
Find contact by combinations of names, job titles, employers (company names), and email addresses.

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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 CallRail accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in CallRail (or vice versa).
Absolutely. You can customize how Apollo data is recorded in CallRail. This includes choosing which data fields go into which fields of CallRail, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and CallRail 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 CallRail. 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 MoreCallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
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