Connect Apollo and Investr to Build Intelligent Automations
Choose a Trigger
When this happens...
When a new account is created in Apollo
When a new contact is created in Apollo
When an existing contact is updated
Choose an Action
Automatically do this!
- Request a new Action for Investr
Enable Integrations or automations with these events of Apollo and Investr
Enable Integrations or automations with these events of Apollo and Investr
Triggers
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
When an existing contact is updated
Runs the workflow automatically whenever an existing contact is updated.
Actions
Create Account
Create a new account
Create Contact
Add a new contact to Apollo
Create Deal
Create a new deal in Apollo
Create Task
Create and assign a task
Update Account
Update an Apollo account
Search Contacts
Search contacts by criteria
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Step by step guides to integrate Apollo and Investr
Frequently Asked Questions
To start, connect both your Apollo and Investr accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Investr (or vice versa).
Absolutely. You can customize how Apollo data is recorded in Investr. This includes choosing which data fields go into which fields of Investr, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and Investr 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 Investr. 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 Investr
Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.
Learn More
