Overview
Integrate Salesforce with Apollo to sync your CRM data, enrich your records with up-to-date contact and company information, and avoid duplicate outreach across systems.
Check out the following sections to connect Salesforce to Apollo.
Before You Start
Apollo recommends connecting Salesforce with a dedicated Salesforce integration user instead of an individual personal login. This helps keep the integration stable, reduces avoidable sync failures, and makes the integration easier to manage over time.
Additionally, for assignment, routing, and reporting logic in Salesforce, rely on record owner fields instead of the Created By field, as these are typically populated by team sync user or integration user. Check out Salesforce's best practices for configuring integration users for more guidance.
Apollo recommends you create a new or separate Apollo instance to connect your sandbox. This enables you to experiment with your sandbox 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. Check out Salesforce Support for more information.
Apollo doesn't support fixed IP ranges in Salesforce. Apollo IPs are dynamic, which means that they're subject to change over time. If you set up IP range restrictions in Salesforce and encounter issues when linking Salesforce with Apollo, check out this Salesforce community thread on deactivating IP range restrictions.
Before you connect Salesforce to Apollo, review how sync behaves across both systems:
- Pull is always on: Apollo always pulls leads, contacts, and accounts from Salesforce into Apollo to help keep your prospecting database in sync and reduce the risk of contacting people already in your CRM. You can't turn off pulling.
- Push is configurable: You can choose whether Apollo records are pushed to Salesforce and under what conditions. This may be useful for only pushing contacts or accounts in certain stages.
- Duplicates are mirrored: If your Salesforce org includes duplicate leads, contacts, or accounts, those duplicates also appear in Apollo. Clean up duplicates in Salesforce before you connect.
- Merge behavior: Merging two records in Apollo doesn't merge them in Salesforce. The remaining Apollo record stays synced to Salesforce, but you need to merge or delete the duplicate record in Salesforce.
- Field writing rules: Auto-fill and auto-overwrite are data writing rules that only run when Apollo pulls data from Salesforce. Manual changes made from CRM enrichment take precedence over team auto-fill and auto-overwrite settings.
- Errors: Sync errors for records pushed from Apollo appear in the integration error log. To check sync activity for a specific prospect, go to the contact and click Activities > More > Activity Log.
For a deeper look at how these behaviors work, check out the Salesforce Integration Overview.
Connect Apollo to Salesforce
To connect this integration, you need permission to edit CRM integrations on Apollo.
To connect Apollo to Salesforce:
- Launch Apollo and click Settings > Integrations.
- Select Salesforce.
- Click Yes, Continue, then sign in to the Salesforce account with which you want to connect the integration.
- Review the permissions required, and click Allow.
You have now connected Salesforce to Apollo.
Next Steps
Here are a few solid next steps to help you shape a clean, predictable sync between Salesforce and Apollo:
| Salesforce Credentials Overview | Make sure your team's foundation is solid by reviewing your Salesforce credentials setup to avoid connection hiccups later on. |
|---|---|
| Configure Your Salesforce Pull Settings | Fine-tune how Apollo ingests CRM data from Salesforce by configuring your pull settings to keep your team working with up-to-date records. |
| Configure Your Salesforce Push Settings | Control exactly what Apollo sends back to Salesforce by adjusting your push settings to keep both systems aligned without clutter. |
| Map Default Apollo Fields to Salesforce | Keep your data tidy by mapping Apollo's default fields to Salesforce to ensure every record lands where it should. |
| Link Custom Salesforce Fields to Custom Apollo Fields | Give your teams richer context by mapping custom fields between Salesforce and Apollo to keep your unique data points perfectly aligned. |