Apollo + Salesforce Essentials

Create records in Salesforce Essentials from new contacts in Apollo

Instantly streamline your workflow when a new contact is added in Apollo by creating a record in Salesforce Essentials. This efficiency-boosting automation ensures that your contact data is seamlessly updated, saving valuable time and reducing the chance of manual errors. Enhance your CRM productivity and focus more on meaningful interactions with your contacts.

Instantly streamline your workflow when a new contact is added in Apollo by creating a record in Salesforce Essentials. This efficiency-boosting automation ensures that your contact data is seamlessly updated, saving valuable time and reducing the chance of manual errors. Enhance your CRM productivity and focus more on meaningful interactions with your contacts.

  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!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    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
apollo logo
apollo logo

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
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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