Connect Apollo and M1 Finance 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 M1 Finance
Enable Integrations or automations with these events of Apollo and M1 Finance
Enable Integrations or automations with these events of Apollo and M1 Finance
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.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Step by step guides to integrate Apollo and M1 Finance
Frequently Asked Questions
To start, connect both your Apollo and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Apollo data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and M1 Finance 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 M1 Finance. 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 M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
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