Apollo + Relate

Apollo + Relate integrations

Create new contacts in Apollo and automatically generate corresponding orgs, contacts, deals and notes in Relate

With this workflow, as soon as a new contact is added in Apollo, a corresponding organization, contact, deal, and note are created in the Relate app. This smooth transfer of data not only eliminates the need for dual entries but also ensures all information is kept updated and organized in both platforms. Ideal for professionals wanting to streamline their information management process and optimize productivity.

When this happens...
New ContactTriggers 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
automatically do this!
Create Org & Contact & Deal & NoteCreate new organization, contact, deal and note
ActionWrite

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More things you can do with Apollo and Relate

Discover other triggers and actions you can use with Apollo and Relate

Account Updated
Triggers when an existing Account is updated.
Trigger
Instant
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New Account
Triggers when a new Account is created.
Trigger
Instant
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- Name
  Required
- Domain
- Phone Number
- Raw Address
Action
Write
- name
  Required
- amount
  Required
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account ID
  Required
- Name
- Domain
- Phone Number
- Address
Action
Write

- Opportunity Id
  Required
- name
- amount
- Opportunity Stage Id
- closed date
- account_id
Action
Write
- email Address
  Required
Action
Search

Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Trigger
Instant
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Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
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Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
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Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Trigger
Instant
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Entry Updated
Triggers when a contact is updated. Return contact data with fields.
Trigger
Instant
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Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Trigger
Instant
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Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Trigger
Instant
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- List ID
  Required
- Contact ID
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
Action
Write
- Organization ID
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
Action
Write
- Organization ID
  Required
- Author ID
- Author email
- Note body
  Required
Action
Write
- Company Name
  Required
- Company Website
- Company Description
- Organization Assignee
- Contact Name
  Required
- Contact Title
- Contact Email
  Required
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Note ID
- New note body
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization ID
- Organization Name
Action
Search
- List ID
  Required
- Organization ID
  Required
Action
Search
- Organization Name
- Match Mode
- Organization ID
Action
Search
- Organization
  Required
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization Name
  Required
- Match Mode
- Organization ID
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or write

Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
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New Contact
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Organization Name
  Required
- title
- Email Address
  Required
- Address
- Website Url
Action
Write
- Note
  Required
- Contacts IDs
  Required
- Priority
  Required
- Type
  Required
- Due Date
  Required
- Assigned To
  Required
Action
Write
- Contact ID
  Required
- Last Name
- First Name
- Email
- Title
- Organization Name
- Account id
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Organization Name
  Required
- title
- Address
- Website Url
Action
Search or write
Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
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Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
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Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Trigger
Instant
Try It
Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
Try It
Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
Try It
- List ID
  Required
- Contact ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization
  Required
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization Name
  Required
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- Deal
  Required
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization Name
  Required
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Contact Name
- Email
- Phone
- Contact ID
Action
Search
- List ID
  Required
- Contact ID
  Required
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact Name
- Contact Email
- Contact Phone
- Contact ID
- Organization ID
- Contact Title
Action
Search or write
- Organization ID
  Required
- Organization Name
- Author email
- Note body
  Required
- Author ID
Action
Search or write

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.

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Related categories

Sales & CRM

About Relate

Relate is a simple collaborative sales and CRM software.

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Related categories

CRM (Customer Relationship Management)

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