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Apollo + Relate

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.

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

  • Apollo triggers, actions, and search
    Account Updated

    Triggers when an existing Account is updated.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Domain
    • Phone Number
    • Raw Address
    Action
    Write
    • name
      Required
    • amount
      Required
    • Owner ID
    • Opportunity Stage Id
    • Closed Date
    Action
    Write
  • Apollo triggers, actions, and search
    Contact Updated

    Triggers when an existing Contact is updated.

    Trigger
    Instant
    Try It
    • 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
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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.
Related categories
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About Relate
Relate is a simple collaborative sales and CRM software.
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