Connect Apollo and Wealthfront 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 Wealthfront
Enable Integrations or automations with these events of Apollo and Wealthfront
Enable Integrations or automations with these events of Apollo and Wealthfront
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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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Step by step guides to integrate Apollo and Wealthfront
Frequently Asked Questions
To start, connect both your Apollo and Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how Apollo data is recorded in Wealthfront. This includes choosing which data fields go into which fields of Wealthfront, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and Wealthfront 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 Wealthfront. 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 Wealthfront
Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.
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