Connect Apollo and Chatbase to Build Intelligent Automations

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Apollo

When this happens...

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Chatbase

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account Created

New Account Created

Runs when a new account is created in Apollo.

New Contact

New Contact

Runs when a new contact is created in Apollo.

Contact Is Updated

Contact Is Updated

Runs when an existing contact is updated.

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Do thisActions

Action is the task that follows automatically within your Apollo integrations.

Create Account

Create Account

Creates a new account in Apollo using the details you provide.

Create Contact

Create Contact

Creates a new contact in your team's Apollo account.

Create Deal

Create Deal

Creates a new deal in your Apollo account.

Create Task

Create Task

Create a task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.

Update Account

Update Account

Updates an existing Apollo account with the provided account details and owner.

Find Contacts

Find Contacts

Search for contacts by name, job title, company, or email and return matching contact information.

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Step by step guides to integrate Apollo and Chatbase

Frequently Asked Questions

How do I start an integration between Apollo and Chatbase?

To start, connect both your Apollo and Chatbase accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Chatbase (or vice versa).

Can we customize how data from Apollo is recorded in Chatbase?

Absolutely. You can customize how Apollo data is recorded in Chatbase. This includes choosing which data fields go into which fields of Chatbase, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Apollo and Chatbase?

The data sync between Apollo and Chatbase typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Apollo to Chatbase?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Apollo and Chatbase?

Yes, you can set conditional logic to control the flow of data between Apollo and Chatbase. 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

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.

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Chatbase

About Chatbase

With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.

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