Apollo + Tracker

Create clients in Tracker from new accounts in Apollo

Easily manage your client information across various platforms with this simple process. When a new account is created in Apollo, it effortlessly produces a new client in your Tracker app. This routine alleviates the need for manual data entry, hence allowing you to emphasize client engagement over administrative work.

When this happens...
New Account
Triggers when a new Account is created.
TriggerInstant
automatically do this!
Create Client
Adds a new client
ActionWrite

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Supported triggers and actions

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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- NameRequired
- Domain
- Phone Number
- Raw Address
Action
Write
- nameRequired
- amountRequired
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account IDRequired
- Name
- Domain
- Phone Number
- Address
Action
Write

- Opportunity IdRequired
- name
- amount
- Opportunity Stage Id
- closed date
- account_id
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Address
- Website Url
Action
Search or write

New Client
Triggers when a new client is added to Tracker.
Trigger
Instant
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New Invoice
Triggers when a new invoice is added to Tracker.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added to Tracker.
Trigger
Instant
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New Ticket
Triggers when a new ticket is added to Tracker.
Trigger
Instant
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Updated Client
Triggers when an existing client is updated on Tracker.
Trigger
Instant
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Updated Invoice
Triggers when an existing invoice is updated to Tracker.
Trigger
Instant
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Updated Opportunity
Triggers when an existing opportunity is updated to Tracker.
Trigger
Instant
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Updated Ticket
Triggers when an existing ticket is updated to Tracker.
Trigger
Instant
Try It
- Client NameRequired
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Telephone
- Fax
- Email
- Website
- Note
- Background
- Source
- Internal Reference
- Sort Code
- Account Number
- Bank Name
- Bank Reference
- Last Updated
- Last Updated By
- Target Revenue
- Turnover
- Creation Date
- Client Vertical
- Tag Text
- Client Owner
- Tax Exempt
- Invoice Contact Name
- Invoicing Frequency
- Invoicing Date
- Invoice Terms
- Department
Action
Write
- Invoice Date
- Invoice Due Date
- Name
- Invoice Contact Name
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Purchase Order No
- Invoice Status
- Invoice Owner
- Invoice Terms
- Payment Date
- Invoice Sub Total
- Invoice Tax Total
- Invoice Total
- Invoice Note
- Creation Date
- Currency Code
- Client Name
- Invoice Item Id
- Item Date
- Item Code
- Item Description
- Item Units
- Item Unit Value
- Item Sub Value
- Item Tax Rate
- Item Total Value
- Item Status
- Item Invoice Order Id
- Item Tax Amount
Action
Write
- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- User Name
- Project Name
- Lead Name
- Date
- Time
- TextRequired
Action
Write
- Preferred Name
- First Name
- Last Name
- Full NameRequired
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Home Phone
- Mobile/Cell
- Work Phone
- Other Phone
- Email
- Other Email
- Date of Birth
- Nationality
- Ethnic Origin
- Languages
- Education
- Notice Period
- Interview Date
- Interview Result
- Interview Note
- Summary
- Date Resume Sent
- Date Applied
- Date Registered
- Interviewed By
- Source
- Sort Code
- Account No
- Bank Name
- Bank Reference
- Last Update
- Last Update By
- Status
- Creation Date
- Employment History
- Achievements
- Associations
- NI-SS Number
- Marketing
- Tag Text
- Current Salary
- Desired Salary
- Current Pay Rate
- Desired Pay Rate
- Owner
- Payroll Number
- Agency Name
- Available From Date
- IBAN
- Swift
- Current Employer
- Is Private Record
- Department
Action
Write
- TermRequired
Action
Search
- TermRequired
Action
Search

Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
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New Contact
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
- Contact IDRequired
- Last Name
- First Name
- Email
- Title
- Organization Name
- Account id
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- email AddressRequired
Action
Search
New Activity
Triggers when a new activity is added to Tracker.
Trigger
Instant
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New Contact
Triggers when a new contact is added to Tracker.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added to Tracker.
Trigger
Instant
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New Resource
Triggers when a new resource is added to Tracker.
Trigger
Instant
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Updated Activity
Triggers when an existing activity is updated to Tracker.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated to Tracker.
Trigger
Instant
Try It
Updated Lead
Triggers when an existing lead is updated to Tracker.
Trigger
Instant
Try It
Updated Resource
Triggers when an existing resource is updated to Tracker.
Trigger
Instant
Try It
- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- Project Name
- User Name
- Lead Name
- Subject
- Priority
- Activity Type
- Date Due
- Time Due
- Task Status
- Location
- Start Date
- End Date
- Start Time
- End Time
- Note
- Contact Type
- Interviewer
- Last Updated Date/Time
- Last Updated Name
- Reminder Date/Time
- Interview Type
- CV Sent
- CV Sent Count
- Interview Number
Action
Write
- Client Name
- Preferred Name
- First Name
- Last Name
- Full NameRequired
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Business Phone
- Home Phone
- Mobile/Cell
- Other Phone
- Fax
- LinkedIn
- Email
- Website
- Department
- Office
- Manager Name
- Assistant Name
- Nickname
- Spouses Name
- Birthday
- Anniversary
- Note
- Is Primary Contact
- Source
- Marketing
- Internal Reference
- Contact Role
- Last Updated
- Last Updated By
- Creation Date
- Tag text
- Contact Owner
- Is Private Record
Action
Write
- Client Name
- Contact Name
- Resource Name
- Lead Owner
- Product Name
- Lead NameRequired
- Description
- Lead From
- Telephone
- Email
- Lead Date
- Award Date
- Lead Status Name
- Source
- Value
- Strategy
- Contact Type
- Creation Date
- Internal Reference
- Tag Text
- Last Updated
- Last Updated By
- Currency
- Department
- Close Date
Action
Write
- Opportunity NameRequired
- Opportunity Owner
- Department
- Status
- Client Name
- Contact Name
- Date Opened
- Location
- Client Reference
- Work Type
- Source
- Probability
- Number of Positions
- Estimated Value
- Factored Value
- Target Margin
- Award Date
- Invoice Date
- Start Date
- End Date
- Date Filled
- Description
- Note
- Strategy
- Published
- Publish Reference
- Publish Title
- Publish Description
- Publish Location
- Publish Start
- Publish Duration
- Publish Work Type
- Publish Sector
- Publish Category
- Zip Code Location
- Last Update
- Last Update By
- Pay Rate/Salary
- Creation Date
- Currency
- Publish Salary From
- Publish Salary To
- Publish Salary Per
- Publish Benefits
- Publish Skills
- Tag Text
- Charge Rate/Fee
- Start Time
- End Time
- Business Type
- Secondary Owner
- Owner Percentage
- Secondary Owner Percentage
Action
Write
- Client Name
- Company Name
- Contact Name
- Product Name
- Project Name
- Ticket Raised Date
- Ticket Contact Type
- Company
- Email
- Telephone
- Ticket Status
- Ticket Priority
- Ticket Department
- Ticket Type
- Product Version
- Ticket Resolution Due
- Last Updated
- Last Updated By
- Subject
- Description
- Resolution
- Assigned To
- Keywords
- Publish
- Lifecycle Stage
- Assigned To
- Category 1 Changes
- Category 2 Changes
- Product Change
- Service Change
- Change Date
- Creation Date
- Assigned To Department
- Assigned Team
- Tag Text
- First Response Made
- Ticket Status
- First Response Due
- Ticket Type
- Closed
- Other Email To Notify
- Creation Contact Name
- Creation User Name
- Reminder
- Feedback Score
- Feedback Comments
- Feedback Link
- Ticket Priority
Action
Write
- TermRequired
Action
Search

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

About Tracker

Tracker helps recruitment and staffing firms build better relationships, workflows, and revenue with our integrated Recruitment ATS and CRM

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create new Tracker contacts when new contacts are added in Apollo

Related Zap Templates

Create new Tracker contacts when new contacts are added in Apollo

Apollo + Tracker

Create clients in Tracker from new accounts in Apollo

Account Updated

New Account

Create Account

Create Deal

Update Account

Update Deal

Find or Create Contact

New Client

New Invoice

New Opportunity

New Ticket

Updated Client

Updated Invoice

Updated Opportunity

Updated Ticket

Create Client

Create Invoice

Create Note

Create Resource

Find Clients

Find Resources

Contact Updated

New Contact

Create Contact

Create Task

Update Contact

Find Contact

New Activity

New Contact

New Lead

New Resource

Updated Activity

Updated Contact

Updated Lead

Updated Resource

Create Activity

Create Contact

Create Lead

Create Opportunity

Create Ticket

Find Contacts

About Apollo

Related categories

About Tracker

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates