Overview
If you have data in Salesforce that you would like to make available in Apollo, or if you want to keep your data in Apollo synchronized with Salesforce, you need to integrate your Salesforce instance with Apollo.
Refer to the following steps to connect Apollo with your Salesforce account.
Before You Start
Apollo recommends you create a new or separate Apollo instance to connect your sandbox. This enables you to experiment with your sandbox first without risking any conflicts or duplicates of the data synced between Salesforce and your regular instance. Once you're ready to link your actual Salesforce account to Apollo, you can do so in your regular Apollo instance.
If you encounter problems when connecting, you might need to allow OAuth username-password flows in your Salesforce account first. Refer to this Salesforce help article for more information.
Also, Apollo does not support fixed IP ranges in Salesforce. Apollo IPs are dynamic, which means that they are subject to change over time. If you've set up IP range restrictions in Salesforce and encounter issues when linking Salesforce with Apollo, please refer to this Salesforce community thread for more information on disabling IP range restrictions.
Before you set up the integration, check out Important Information about the Salesforce Integration. This article can help you streamline the set-up process and reduce the risk of unnecessary errors when integrating your Salesforce account with Apollo.
Connect Apollo to Salesforce
To connect Apollo to Salesforce:
- Launch Apollo and click Settings > Integrations.
- Click Connect for Salesforce.
- Click Yes, Continue.
- Click Allow.
You have now connected Apollo to your Salesforce account.
Configure Your Apollo-Salesforce Integration
For paid Apollo plans, after you enable the Salesforce integration, there's a 6-hour window of time to configure push settings, configure pull settings, and map fields. This gives your team time to properly configure the integration.
During this time, you can't manually pull records. After 6 hours, syncing is automatically enabled.
Now that you have connected your Salesforce account with Apollo, it's time to configure the integration settings to set up your team for success. Use the following resources to get started:
- Salesforce Credentials Overview
- Configure Your Salesforce Pull Settings
- Configure Your Salesforce Push Settings
- Map Default Apollo Fields to Salesforce
- Automatically Create and Map Stages Between Salesforce and Apollo
- Map Apollo Deals to Salesforce Opportunities
- Link Custom Salesforce Fields to Custom Apollo Fields
If you need a helping hand, you can reach out to Apollo Support at any time.
Wondering what happens when you integrate your CRM with Apollo? Hop in to How Data Sharing Works with the Apollo Contributor Network for more information.