Apollo + Relate
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.
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 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 Org & Contact & Deal & Note
Create new organization, contact, deal and note
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