Salesforce
Connect Apollo to your Salesforce CRM with our bi-directional integration to reduce admin work and keep your data synchronized, fresh, and accurate between the two platforms.
About Salesforce
Salesforce, the #1 AI CRM, brings together all your data, from any source. Einstein 1, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, Salesforce helps everyone in your company work more productively and better deliver the personalized experiences customers love.
Salesforce and Apollo.io
Use Apollo's bi-directional Salesforce CRM integration to simplify your data cleansing process and automate manual work. Empower your team to work with fresh, accurate, and complete data by controlling how data flows between the two systems – including the ability to enrich existing records, push newly created leads, schedule automatic enrichments, sync tasks and activities, and more.
With Apollo's Salesforce CRM sync, you can:
- Fill in important missing data points like title, industry, company size, and more.
- Get key signals on your contacts and companies for better segmentation like revenue, funding, job postings, technologies, and more.
- Identify inaccurate data and keep your CRM up-to-date with automatic enrichment.
Use cases
- Pull from Salesforce CRM
Pull contacts/leads, accounts, opportunities, emails, calls, and tasks from Salesforce to Apollo.
- Push to Salesforce CRM
Push contacts/leads, accounts, email activity, notes, calls, tasks, meetings, and calendar events from Apollo to Salesforce.
- Manual or Automatic Enrichment
Update and fill in missing contact and account fields in Salesforce with information from Apollo's database.