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4 ways to automate Apollo with Zapier

By Hannah Herman · September 2, 2024
A hero image of the Apollo app logo connected to other app logos on a light yellow background.

Sales involves so much more than just closing deals, and Apollo promises to help your team handle all those tasks—from finding new leads to analyzing what's working. 

But even the best platform doesn't exist in a vacuum. You still use other apps across your company, and your workflows are bound to cut across them. What you really need is to keep all of those apps in sync without creating extra work for your team. 

That's where automation comes in. You can use Zapier's automated workflows—called Zaps—to connect Apollo to the other apps you use every day. Zapier can handle all kinds of work for you, from updating your sales contacts to creating follow-up items on your to-do list. Here's how.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Back up your Apollo contacts in a spreadsheet 

Backing up your data is incredibly important—especially if you're storing business-critical info like customer names, addresses, and more. But collecting that data by hand is time your team could have spent closing deals. 

Instead of trying to keep your backup spreadsheet up to date manually, you can automate the process. These Zaps will instantly add a new row to your sheet for every new (or updated) Apollo contact.

Add new Apollo contacts to Google Sheets rows

  • Apollo logo
  • Google Sheets logo
Apollo + Google Sheets
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    Simplify your contact management process by automatically adding new contacts from your Apollo account into a designated Google Sheets spreadsheet. This seamless workflow saves you time and ensures important contact information is always up-to-date, streamlining your Apollo CRM and Google Sheets data management.

    Add multiple Google Sheets rows from Apollo Contacts.

    • Apollo logo
    • Google Sheets logo
    Apollo + Google Sheets
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      Save time and stay organized by adding multiple rows to your Google Sheets whenever a new contact is created in the Apollo app. With this automated workflow, you can easily keep track of new contacts and maintain an updated spreadsheet, without the need for manual data entry. Let this automation handle the repetitive work, so you can focus on building relationships with your contacts.

      Update Google Sheets rows when Apollo contacts are updated

      • Apollo logo
      • Google Sheets logo
      Apollo + Google Sheets
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        Keep your contact information updated and organized with this efficient workflow. When a contact is updated in Apollo, a new row will be created in a Google Sheets spreadsheet with the relevant details. This automation helps you maintain an organized and easily accessible contact list for streamlined communication and record-keeping.

        Add new Apollo contacts to Airtable as records

        • Apollo logo
        • Airtable logo
        Apollo + Airtable
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          Easily organize and streamline your sales process with this workflow that connects Apollo and Airtable. When you add a new contact in Apollo, a record will be created in Airtable, allowing you to efficiently manage your prospects and customers. Save time on data entry and focus on building relationships to grow your business.

          Keep your CRM up to date with Apollo data

          Today, sales teams have a multitude of tools and apps they can use to do their jobs. For example, you might use Apollo as your sales intelligence platform but use a totally different app as your customer relationship management (CRM) tool. But that creates a new problem: How do you keep your CRM up to date with the latest information from Apollo?

          You can create a Zap that automatically adds new Apollo contacts to your CRM or updates existing contacts with new information.

          Create Pipedrive persons for new Apollo contacts

          • Apollo logo
          • Pipedrive logo
          Apollo + Pipedrive
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            Tired of manually adding new contacts from Apollo to Pipedrive? This automation will do the heavy lifting for you. When a new contact is added in Apollo, it will automatically create a person in Pipedrive, keeping your CRM up-to-date and saving you time on data entry. Let this workflow streamline your sales process and help you focus on closing deals.

            Add new Apollo contacts to HubSpot as new contacts

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            • HubSpot logo
            Apollo + HubSpot
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              Easily manage your contacts between Apollo and HubSpot with this convenient automation. When a new contact is added in Apollo, this workflow will create a corresponding contact in HubSpot, ensuring that your database remains up-to-date and organized. Save time and streamline your contact management process with this seamless integration.

              Create leads in Close for new contacts in Apollo

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              • Close logo
              Apollo + Close
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                Effortlessly manage your contacts and leads with this seamless workflow between Apollo and Close. When you add a new contact in Apollo, this automation will instantly create a lead in the Close app, making it simple to track your prospects and business opportunities in one place. Stay organized and save time with this powerful connection between your sales and CRM tools.

                Create or update contacts in LeadConnector for new contacts in Apollo

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                • LeadConnector logo
                Apollo + LeadConnector
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                  Effortlessly manage your contacts between Apollo and LeadConnector with this seamless automation. Whenever a new contact is added in Apollo, it will simultaneously add or update the contact in LeadConnector, keeping both platforms up-to-date and ensuring you never miss a lead. Streamline your contact management process, save time, and stay organized with this helpful workflow.

                  Create/update Zoho CRM module entries for new Apollo contacts

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                  • Zoho CRM logo
                  Apollo + Zoho CRM
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                    Effortlessly keep your contact data up-to-date with this Apollo to Zoho CRM workflow. When a new contact is created in Apollo, it will automatically create or update the module entry in Zoho CRM. Save time and ensure accurate information across both platforms seamlessly.

                    Track offline conversions

                    To run your sales and marketing efficiently, it's crucial to have a holistic view of how everything is working. You need to understand where your leads and customers come from—but you also need to keep your advertising segments and lists updated. Otherwise, you'll constantly retarget people who've already made a purchase. 

                    Thankfully, it's easy to add conversions to your digital advertising platform with automation. Just create a Zap that sends offline conversions or funnel events to your ad tool when there are new customers in Apollo.

                    Send new Apollo contacts to Google Ads as offline conversions

                    • Apollo logo
                    • Google Ads logo
                    Apollo + Google Ads
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                      Boost your Google Ads performance by integrating it with your Apollo contacts. With this workflow, whenever there's a new contact in Apollo, it triggers an Offline Conversion in Google Ads. This enables you to accurately track conversions and refine your ad strategies for improved results. Streamline your process and enhance your conversion data with this efficient automation.

                      Update Google Ads contact list when contacts are updated in Apollo

                      • Apollo logo
                      • Google Ads logo
                      Apollo + Google Ads
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                        Stay updated with your customer contacts efficiently. With this workflow, whenever contact information is updated in Apollo, it directly adds the newly updated contact to your Google Ads customer list. Manage your advertising targets better and reduce the manual effort involved in updating the customer list. Streamline your process for a more targeted and effective advertising strategy.

                        Share updates from Apollo as funnel events to Facebook Conversions

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                        • Facebook Conversions logo
                        Apollo + Facebook Conversions
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                          Get Facebook leads that are more likely to turn into customers. Once active, this Zap logs sends new events from Apollo as funnel events to Facebook conversions. Facebook then uses the information to show your ads to the right people.

                          Turn sales activity into to-do list items

                          When it comes to sales and marketing, speed is the name of the game—you want to act fast when you have a new lead or customer. But what if you don't have a dedicated project manager to tell you the next steps?

                          With automation, you can streamline managing all your follow-up tasks. For example, you can use a Zap to create tasks in your to-do list or project management app every time you have a new contact in Apollo. That way, nothing falls through the cracks—and you can focus on closing deals.

                          Create new items in monday.com when new accounts are added in Apollo

                          • Apollo logo
                          • monday.com logo
                          Apollo + monday.com
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                            Streamline your productivity by connecting your Apollo and monday.com apps. When a new account is created in Apollo, this workflow springs into action, creating a new item in your monday.com app. It helps bridge the gap between capturing new business information and project management, saving you the time and effort of manual data transfer. Experience seamless workflow and let technology do the work for you.

                            Add new Apollo contacts to Notion as database items

                            • Apollo logo
                            • Notion logo
                            Apollo + Notion
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                              Keep your Apollo contacts in sync with your Notion database by setting up this efficient workflow. Every time a new contact is added in Apollo, a corresponding database item will be created in Notion instantly. This ensures all your important contact information is seamlessly consolidated and easily accessible, allowing you to manage your contacts effectively without any manual effort.

                              Create tasks in ClickUp for new Apollo contacts

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                              • ClickUp logo
                              Apollo + ClickUp
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                                Effortlessly stay on top of your contacts with this simple workflow. When a new contact is added in Apollo, a task will be created in ClickUp, ensuring you always remember to follow up or complete necessary tasks. Save time, boost productivity, and keep your contacts organized with this seamless integration.

                                Give your sales team superpowers with Apollo and Zapier

                                Apollo gives your sales team a wealth of knowledge and tools, from deal management features to inbound optimization tools. But Apollo is even more powerful when you connect it to your other business-critical apps with Zapier. By automating crucial sales workflows, you give your team more time to do what they do best: sell, sell, sell.

                                And this is just the start of what you can do with Apollo and Zapier. What will you automate first?

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                                A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'