Overview
Once your Salesforce account is connected to Apollo, you can configure the way that Apollo pushes data from the platform into Salesforce.
Refer to the section below for information about how to configure the push settings for Salesforce contacts/leads, accounts, opportunities, activities, tasks, meetings, and notes.
Access Your Salesforce Integration Settings
Launch Apollo and click Settings.
Click Integrations.
Click View under the Salesforce integration.
You can now configure the various Salesforce integration settings.
Configure "Push Records" Settings
From the "Salesforce Integration Setup" page, click Not Started under "Push Records."
On the "Push Records to Salesforce" page there are 4 tabs to configure the various items that Apollo can pull from Salesforce.
- Contacts/Leads
- Accounts
- Opportunities
- Activities, Tasks, Meetings, and Notes
Contacts/Leads
On the "Contacts/Leads" tab, click the first toggle to enable or disable pushing new Apollo Contacts to Salesforce.
After you have enabled pushing new Contacts to Salesforce, you can configure several other options on the page. In Create new records in Salesforce as Contacts or Leads?, click the drop-down to determine whether you want to use the Contact or Lead object in Salesforce for new people records.
Click the second toggle on the page to enable or disable pushing Contacts from Apollo to Salesforce based on their Apollo stage.
Once you have enabled that setting, click any of the stages in your account that you would like to use for pushing Apollo Contact data to Salesforce.
If you would like the Source field in Salesforce to show something other than "Apollo," type a new name in the For Contacts that are pushed to Salesforce, what should their “Source” be? text-box.
If you would like to push Apollo guessed emails to Salesforce, click the third toggle to enable this feature.
When you're finished, click Save to preserve your changes.
Please note, the Salesforce Push Settings only apply to Net New contacts that you save in Apollo or import from a CSV file. Apollo pushes any updates to your existing contacts automatically, whether you activate this setting or not.
Accounts
On the "Accounts" tab, click the first toggle to enable or disable pushing new Apollo Accounts to Salesforce.
Click the second toggle on the page to enable or disable pushing Accounts from Apollo to Salesforce based on their Apollo stage.
Once you have enabled that setting, click any of the stages in your account that you would like to use for pushing Apollo Account data to Salesforce.
Salesforce Accounts do not have a “Source” field by default. Click the Which Salesforce field should we use for Account source? drop-down to select which Salesforce field Apollo should push Account data to.
After you have selected the field, if you would like the Source field in Salesforce to show something other than "Apollo," type a new name in the Type in a value for Account source text-box.
When you're finished, click Save to preserve your changes.
Opportunities
On the "Opportunities" tab, click the toggle to enable or disable pushing new Opportunities to Salesforce.
When you're finished, click Save to preserve your changes.
Activities, Tasks, Meetings, and Notes
On the "Tasks" tab, there are several sections you can configure to fine-tune which data Apollo pushes to Salesforce. In the Emails section, click the toggles to enable or disable the following options:
- 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
Please note, you should enable the Push emails even if the sender or recipient doesn't exist in Salesforce setting with caution as it may result in creating contacts in Salesforce that you do not want to see.
Click View Advanced Settings if you would like to customize the Title Template that Apollo uses when pushing email data to Salesforce.
Please note, you should exercise caution when you make changes to this setting. Apollo will use this template to push emails to Salesforce. Unexpected changes to the template may make it difficult to quickly locate pushed emails in Salesforce.
Click the toggle in the Notes section to enable whether or not Apollo should push notes from the platform to Salesforce.
Click the toggle in the Tasks section to enable whether or not Apollo should push completed tasks from the platform to Salesforce.
Click View Advanced Settings if you would like to customize the Title Template that Apollo uses when pushing task data to Salesforce.
Please note, you should exercise caution when you make changes to this setting. Apollo will use this template to push completed tasks to Salesforce. Unexpected changes to the template may make it difficult to quickly locate these tasks in Salesforce.
Click the toggle in the Calls section to enable whether or not Apollo should push calls made from Apollo to Salesforce.
Click View Advanced Settings if you would like to customize the Title Template that Apollo uses when pushing call data to Salesforce.
Please note, you should exercise caution when you make changes to this setting. Apollo will use this template to push calls to Salesforce. Unexpected changes to the template may make it difficult to quickly locate these calls in Salesforce.
In the Meetings/Calendar Events section, click the toggles to enable or disable the following options:
- Push Meetings to Salesforce
- Push all calendar events even if the participants don't exist in Salesforce
Please note, if you want to enable the Push all calendar events even if the participants don't exist in Salesforce setting, you must first also enable Push Meetings to Salesforce. Enable this setting with caution as it may result in creating contacts in Salesforce that you do not want to see.
When you're finished, click Save to preserve your changes.
Please note, once you configure and save your Push Settings preferences, by default, Apollo pushes activities, tasks, meetings, and notes to both Contact and Account profiles in Salesforce.
Push Individual Records to Salesforce
You can choose to manually push individual records to Salesforce from the contact or account's profile page.
Please note, if you select this option, you agree to overwrite all of the Push Settings you have configured. This means that Apollo overwrites any limitations you previously set and pushes the record to Salesforce regardless of contact stage or any other restrictions you enabled in the Push Settings.
Launch Apollo, click Search, and then click the People or Companies tab.
Click the individual record that you want to manually push to Salesforce.
Click More and then click Push to Salesforce.
You have now manually pushed the record to Salesforce.