Connect Apptivo CRM and Apollo
Integrate Apptivo CRM with Apollo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when When a new account is created in Apollo in Apollo
List Cases from Apptivo CRM when When a new account is created in Apollo in Apollo
List Leads from Apptivo CRM when When a new account is created in Apollo in Apollo
List Customers from Apptivo CRM when When a new account is created in Apollo in Apollo
List Contacts from Apptivo CRM when When a new account is created in Apollo in Apollo
Popular Apptivo CRM + Apollo flows
Start from a real workflow other teams are already running.
Choose a trigger
Apptivo CRM
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an action
Apollo
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Search Contacts
Update Contact
Update Deal
Search People by Email
Get Company Details
List All Deals
Search Email Sequences
Add Contacts to Sequence
Remove Contacts From Sequence
Search Accounts
Search People by Filters
Find People by Identifiers
List Opportunities from Apptivo CRM when When a new account is created in Apollo in Apollo
Use this flowList Cases from Apptivo CRM when When a new account is created in Apollo in Apollo
Use this flowList Leads from Apptivo CRM when When a new account is created in Apollo in Apollo
Use this flowList Customers from Apptivo CRM when When a new account is created in Apollo in Apollo
Use this flowList Contacts from Apptivo CRM when When a new account is created in Apollo in Apollo
Use this flowSearch Leads by Email ID in Apptivo CRM when When a new account is created in Apollo in Apollo
Use this flowCreate Contact in Apptivo when When a new account is created in Apollo in Apollo
Use this flowList Opportunities from Apptivo CRM when When a new contact is created in Apollo in Apollo
Use this flowList Cases from Apptivo CRM when When a new contact is created in Apollo in Apollo
Use this flowList Leads from Apptivo CRM when When a new contact is created in Apollo in Apollo
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and Apollo.
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 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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Apptivo CRM and Apollo workflows.
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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 moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apptivo CRM and Apollo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Apptivo CRM and Apollo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apollo. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in Apollo, and a separate workflow where Apollo triggers actions in Apptivo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Apptivo CRM and Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
