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

Automatically do this!
Send Text Message
Create Outbound Call
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
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 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.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
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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