Connect Apollo and PocketGuard to Build Intelligent Automations

Choose a Trigger

Apollo

When this happens...

Choose an Action

PocketGuard

Automatically do this!

Enable Integrations or automations with these events of Apollo and PocketGuard

Enable Integrations or automations with these events of Apollo and PocketGuard

Triggers

New Account

New Account

Triggers when a new account is created

New Contact

New Contact

Triggers when a new contact is created

Contact Updated

Contact Updated

Triggers when an existing account is updated

Request a new Trigger for Apollo

Actions

Create Account

Create Account

Creates a new account

Create Contact

Create Contact

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

Create Deal

Create Deal

Creates a new deals for an Apollo account

Create Task

Create Task

Creates a new task

Update Account

Update Account

Update an existing account

Find Contact

Find Contact

Find contact by combinations of names, job titles, employers (company names), and email addresses.

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Step by step guides to integrate Apollo and PocketGuard

Frequently Asked Questions

How do I start an integration between Apollo and PocketGuard?

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

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

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

How often does the data sync between Apollo and PocketGuard?

The data sync between Apollo and PocketGuard 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 PocketGuard?

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 PocketGuard?

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

About PocketGuard

PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.

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