Configure Salesforce Push Settings

Article author
Dustin Nathaniel Keys
Updated

Overview

Once you've connected your Salesforce account to Apollo, you can configure how Apollo pushes data from Apollo into Salesforce.

Check out the following sections to configure push settings for Salesforce contacts, leads, accounts, deals, and activities.

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Configure Push Settings

To configure the Salesforce integration push settings:

  1. Launch Apollo and click Settings > Integrations > Salesforce.
  2. Click Contacts, Leads, Accounts, Deals, or Activities, then click Sync.

Push Records to Salesforce

Contacts and Leads

 
Updates, New Contacts, and Leads

Salesforce integration push settings only affect net new contacts saved in Apollo or imported to Apollo from a CSV file. Apollo pushes any updates to your existing contacts automatically, regardless of push settings.

If you use leads in Salesforce, you can only associate contacts with leads and not accounts. However, you can let Apollo infer accounts for you in pull settings, as well as push all Apollo contacts to Salesforce leads at any time.

  1. Toggle Push new Apollo contacts to Salesforce. Click Push all Apollo contacts to Salesforce to push existing contacts.
Lead Visibility
 
Push Details

When you request a net new contact in Apollo and push it to Salesforce:

  • If the associated account isn't already in Salesforce, Apollo pushes the account too. This overrides your account push settings.
  • If the contact matches multiple existing accounts in Salesforce, Apollo randomly chooses which account to sync the contact to. For example, if you save John Smith from Cloud Cave, Inc. as a contact in Apollo, but Salesforce has multiple Cloud Cave, Inc. accounts, Apollo randomly assigns John Smith to one of the accounts.
  1. Select if you want to create new records as leads or contacts in Salesforce.

Lead Visibility

  1. Toggle Only create contacts in Salesforce if at certain stages to limit pushing contacts by stage. Then select one or more stages.

Lead Visibility

  1. Set a source for contacts synced from Apollo to Salesforce. The default source is Apollo.

Lead Visibility

  1. Toggle Push guessed emails to Salesforce to push contacts with guessed emails to Salesforce. Contacts in Apollo may have verified, guessed, or unavailable email addresses. This setting only affects pushing a contact's email — not the contact itself.

Lead Visibility

  1. When finished, click Save. You have now configured Salesforce integration push settings for contacts or leads.

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Accounts

  1. By default, Apollo pushes new accounts to Salesforce. Toggle off Push new Apollo accounts to Salesforce to change this setting.

Lead Visibility

  1. Click Push all Apollo accounts to Salesforce accounts to manually push all accounts.

Lead Visibility

  1. Toggle Push accounts based on their Apollo stage to limit pushing accounts by stage. Then select one or more stages.

Lead Visibility

  1. Select a field to use for the account source synced from Apollo to Salesforce. Salesforce accounts don’t have a source field, so this allows you to customize which field we push the source to. Then enter a source value. The default source is Apollo.

Lead Visibility

  1. When finished, click Save.

You have now configured Salesforce integration push settings for accounts.

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Deals

  1. By default, Apollo pushes new deals to Salesforce as opportunities. Toggle Push new Apollo deals to Salesforce to change this setting.

Lead Visibility

  1. When finished, click Save.

You have now configured Salesforce integration push settings for deals.

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Activities

 
Good to Know

When you enable push settings, by default Apollo pushes activities, tasks, meetings, and notes to both contact and account profiles in Salesforce.

You can push the following activities from Apollo to Salesforce:

 
Careful with that Click

Use caution with Push emails even if the sender or recipient doesn't exist, Push all calendar events, or customizing title templates for push events. Enabling these features may result in the creation of contacts in Salesforce that you don't expect to see.

Emails

  1. Toggle to activate any of the following settings:
    • Push outgoing emails sent within Apollo
    • Push outgoing emails not sent within Apollo
    • Push incoming emails that are replies to emails sent within Apollo
    • Push incoming emails from all other sources
    • Push emails even if sender or recipient doesn't exist in Salesforce

Lead Visibility

  1. Click View Advanced Settings to customize the title template you use when you push email data to Salesforce.
  1. When finished, click Save.

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Notes and Tasks

  1. Toggle Push notes to Saleforce to push notes from Apollo to Salesforce.

Lead Visibility

  1. Toggle Push tasks to Salesforce to push tasks from Apollo to Salesforce.

Lead Visibility

  1. Click View Advanced Settings to customize the title template you use when you push tasks data to Salesforce.
  1. When finished, click Save.

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Calls

  1. Toggle Push calls to Salesforce to push calls from Apollo to Salesforce.

Lead Visibility

  1. Click View Advanced Settings to customize the title template you use when you push call data to Salesforce.
  1. When finished, click Save.

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Meetings / Events

  1. Toggle Push meetings to Salesforce to push your scheduled meetings to Salesforce.

Lead Visibility

  1. Toggle Push all calendar events to push events where participants don't exist in Salesforce.

Lead Visibility

  1. When finished, click Save.

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Conversations

  1. Toggle Push all call summaries to Salesforce to send video call summaries as a note object to associated opportunities in Salesforce.

Lead Visibility

  1. When finished, click Save.

You have now configured Salesforce integration push settings for activities.

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Push Individual Records

You can manually push individual records to Salesforce from the contact or account's profile page.

 
Manual Mode

If you manually push individual records, you override any push settings you have configured. This means that Apollo will push a record to Salesforce regardless of contact stage restrictions or other limits you enabled in push settings.

To manually push individual records to Salesforce:

  1. Launch Apollo and click Search > People or Companies.
  2. Click Saved, then click Salesforce Actions beside the contact or account. Click Push to Salesforce.

Lead Visibility

You have now manually pushed a record to Salesforce.

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