Connect Copilot and Apollo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Find Contacts
Update Contact
Update Deal
Search People using email id
Company Enrichment
List All Deals
Search Sequences
Add Contacts To Sequence
Update Contact Status in a Sequence
Search Accounts
Ready to use Copilot and Apollo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Account Created
Runs when a new account is created in Apollo.
New Contact
Runs when a new contact is created in Apollo.
Contact Is Updated
Runs when an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Step by step guides to integrate Copilot and Apollo
Frequently Asked Questions
To start, connect both your Copilot and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Apollo (or vice versa).
Absolutely. You can customize how Copilot 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 Copilot 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 Copilot 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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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.
Learn More
