Accelo + Apollo
Create new Accelo sales from new Apollo contacts
Streamline your sales process with this intuitive workflow. When a new contact emerges in the Apollo app, a corresponding sale is instantly created in the Accelo app. This means you don't have to manually transfer information between the two platforms, saving you significant time and reducing the risk of errors. Plus, it ensures that your sales team can immediately start working on potential opportunities.
Streamline your sales process with this intuitive workflow. When a new contact emerges in the Apollo app, a corresponding sale is instantly created in the Accelo app. This means you don't have to manually transfer information between the two platforms, saving you significant time and reducing the risk of errors. Plus, it ensures that your sales team can immediately start working on potential opportunities.
- When this happens...New Contact
Triggers when a new Contact is created.
Note: This trigger may not always fire instantly after Contacts are created in Apollo. Contact information must be verified as up-to-date first, so there may be a delay of up to 30 minutes.
- automatically do this!Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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