Connect Apptivo CRM and Apollo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Find Contact
Update Contact
Update Deal
Search People using email id
Company Enrichment
List All Deals
Search for Sequences
Add Contacts to a Sequence
Update Contact Status in a Sequence
Search Account
Ready to use Apptivo CRM and Apollo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Do thisActions
Action is the task that follows automatically within your Apptivo CRM integrations.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
List Contacts
Return all the contacts configuration data with JSON format
Search Leads by Email ID
This method used to get the number of leads in Apptivo based on the email address.
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Step by step guides to integrate Apptivo CRM and Apollo
Frequently Asked Questions
To start, connect both your Apptivo CRM and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Apollo (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Apollo. This includes choosing which data fields go into which fields of Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Apollo 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 Apptivo CRM and Apollo. 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 Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn MoreAbout 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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