AgentMethods + Apollo

Create new contacts in AgentMethods from new contacts in Apollo

Streamline and enhance your customer relations process with this interconnected workflow between Apollo and AgentMethods. When a new relationship begins and a contact is added in Apollo, this chain of events is automatically set in motion, leading to a corresponding contact being created in AgentMethods. This not only smooths out your operations, but also allows you to focus more on nurturing customer relationships, by eliminating time-consuming manual data entry.

Streamline and enhance your customer relations process with this interconnected workflow between Apollo and AgentMethods. When a new relationship begins and a contact is added in Apollo, this chain of events is automatically set in motion, leading to a corresponding contact being created in AgentMethods. This not only smooths out your operations, but also allows you to focus more on nurturing customer relationships, by eliminating time-consuming manual data entry.

  1. When this happens...
    ApolloApollo
    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.

    TriggerInstant
  2. automatically do this!
    AgentMethodsAgentMethods
    Create Contact

    Creates a new Contact in AgentMethods.

    ActionWrite
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Supported triggers and actions

  • Apollo triggers, actions, and search

    Contact Updated

    Triggers when an existing Contact is updated.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Organization NameRequired

    • title

    • Email AddressRequired

    • Address

    • Website Url

    Action
    Write
    • NoteRequired

    • Contacts IDsRequired

    • PriorityRequired

    • TypeRequired

    • Due DateRequired

    • Assigned ToRequired

    Action
    Write
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About AgentMethods

AgentMethods is a website and online marketing platform built for independent insurance agents.

Related categories

  • Website Builders

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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

Related categories

  • Sales & CRM