Apollo automation for lead routing, contact sync, and follow-up
Route new Apollo contacts into your CRM, log engagement updates in spreadsheets, and alert sales when hot prospects need follow-up.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Apollo.
Update records in Apollo automatically when data changes in the apps your team already uses.
Log Apollo activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Apollo
Ready-made flows built with Apollo — preview one, then make it yours.
Ready to use Apollo automations
Triggers and Actions in Apollo Automations
viaSocket makes it simple to connect Apollo and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Apollo integrations.
Create Account
Create a new account and set domain, owner, stage, phone, address, and custom fields.
Create Contact
Add a new contact with name, email, phones, company, title, labels, and custom fields.
Create Deal
Create a new deal and set owner, account, amount, close date, stage, and custom fields.
Create Task
Create and assign a task with type, status, due date, owner, contact, priority, title and note.
Update Account
Update an account's name, domain, phone, address, owner, stage, or custom fields.
Search Contacts
Search contacts by criteria
Real-world use cases of Apollo integrations
See how Apollo integrates with popular apps to automate tasks and streamline your workflow.
Sync new Apollo contacts to HubSpot when a prospect is added.
Create Salesforce leads from Apollo replies when a prospect books a call.
Log Apollo account changes in your spreadsheet for weekly pipeline reporting.
Send Apollo task reminders to Slack when a hot lead goes stale.
Route Apollo contact updates into your CRM after title changes.
Alert the sales team in your chat tool when Apollo engagement scores drop.
How to get started with Apollo automations
Automate when something happens in Apollo
Login -> Create new flow -> Select trigger -> Search Apollo -> Choose the trigger from the list
Take action in Apollo when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Apollo -> Choose the action from the list
Trigger
Action
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Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Apollo workflows.
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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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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