Connect Apollo and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
New Contact
Contact Updated
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Apollo and CCH Axcess
Enable Integrations or automations with these events of Apollo and CCH Axcess
Triggers
New Account
Triggers when a new account is created
New Contact
Triggers when a new contact is created
Contact Updated
Triggers when an existing account is updated
Actions
Create Account
Creates a new account
Create Contact
Creates a new contact to your team's Apollo account.
Create Deal
Creates a new deals for an Apollo account
Create Task
Creates a new task
Update Account
Update an existing account
Find Contact
Find contact by combinations of names, job titles, employers (company names), and email addresses.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Step by step guides to integrate Apollo and CCH Axcess
Frequently Asked Questions
To start, connect both your Apollo and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Apollo data is recorded in CCH Axcess. This includes choosing which data fields go into which fields of CCH Axcess, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and CCH Axcess 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 CCH Axcess. 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.
About Apollo
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 MoreAbout CCH Axcess
CCH Axcess is a cloud-based tax and accounting software solution designed to streamline and enhance the efficiency of accounting firms. It offers a comprehensive suite of tools for tax preparation, compliance, and workflow management, enabling professionals to manage their clients' financial data with ease and accuracy. With its integrated platform, CCH Axcess facilitates collaboration, improves productivity, and ensures compliance with the latest tax regulations.
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