
When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new account is created
Triggers when a new contact is created
Triggers when an existing account is updated
Action is the task that follows automatically within your myphoner integrations.
Create a new lead in the selected Myphoner list with contact and profile details.
Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.
Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.
Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.
Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.
Creates a new account

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your myphoner and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Apollo (or vice versa).
Absolutely. You can customize how myphoner 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 myphoner 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 myphoner 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.
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.
Learn MoreApollo 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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