Configure Your Salesforce "Push" Settings

Article author
Kelvin Krupiak
Updated

Watch the Video

Overview

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

Refer to the section below to configure the push settings for Salesforce contacts/leads, accounts, opportunities, activities, tasks, meetings, and notes.

Back to Top

Step 0: Access Your Salesforce Integration Settings

To access your integration settings:

  1. Launch Apollo and click Settings > Integrations.
  2. Click View under the Salesforce integration. View

You can now configure the various Salesforce integration settings.

Back to Top

Step 1: Configure Push Records Settings

To configure the push records settings:

  1. From the Salesforce Integration Setup page, click Not Started under "Push Records."
  2. 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
    Push Records to Salesforce

Contacts/Leads

To configure push record settings for your contacts and leads:

  1. On the "Contacts/Leads" tab, click the first toggle to enable or deactivate the pushing of new Apollo contacts to Salesforce. Lead Visibility
     
    Beware of Mischievous Duplicates

    Please note that when you request a net new contact in Apollo and push it to Salesforce as a contact, if the contact matches multiple existing accounts in Salesforce, Apollo randomly chooses which account to sync the contact to. For example, let's say you save John Smith from Example.io to your team but in your Apollo or Salesforce instances, you have 2 Example.io accounts. Apollo randomly assigns John Smith to 1 of the 2 duplicate accounts.

  2. 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. Contact or Lead
  3. Click the second toggle on the page to enable or deactivate the pushing of contacts from Apollo to Salesforce based on their Apollo stage. Push contacts based on their stage in Apollo
  4. 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. Contact Stages
  5. 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. For Contacts that are pushed to Salesforce, what should their “Source” be?
  6. If you would like to push Apollo guessed emails to Salesforce, click the third toggle to enable this feature. Push guessed emails into Salesforce
  7. When you're finished, click Save to preserve your changes. Save
     
    The Golden Oldies Vs. The Newbies!

    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.

Back to Top

Accounts

To configure push record settings for your accounts:

  1. On the "Accounts" tab, click the first toggle to enable or deactivate the pushing of new Apollo accounts to Salesforce. Save
  2. Click the second toggle on the page to enable or disable pushing accounts from Apollo to Salesforce based on their Apollo stage. Push accounts based on their stage in Apollo
  3. 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. Push accounts based on their stage in Apollo
  4. 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. Which Salesforce field should we use for Account source?
  5. 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. Which Salesforce field should we use for Account source?
  6. When you're finished, click Save to preserve your changes. Save

Back to Top

Opportunities

To configure push record settings for your deals:

  1. On the "Opportunities" tab, click the toggle to enable or deactivate pushing new deals to Salesforce. Push new Apollo Opportunities to Salesforce
  2. When you're finished, click Save to preserve your changes. Save

Back to Top

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:

  1. In the Emails section, click the toggles to enable or deactivate 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
    Email Settings
     
    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.

  2. Click View Advanced Settings if you would like to customize the Title Template that Apollo uses when pushing email data to Salesforce. Advanced Email Settings Customize Title
     
    Update With Caution

    Please note, you should exercise caution when you edit 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.

  3. Click the toggle in the Notes section to enable whether or not Apollo should push notes from the platform to Salesforce. Push Notes to Salesforce
  4. Click the toggle in the Tasks section to enable whether or not Apollo should push completed tasks from the platform to Salesforce. Push Tasks to Salesforce
  5. Click View Advanced Settings if you would like to customize the Title Template that Apollo uses when pushing task data to Salesforce. Advanced Task Settings Customize Title
     
    Update With Caution

    Please note, you should exercise caution when you edit 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.

  6. Click the toggle in the Calls section to enable whether or not Apollo should push calls made from Apollo to Salesforce. Push Calls to Salesforce
  7. Click View Advanced Settings if you would like to customize the title template that Apollo uses when pushing call data to Salesforce. Advanced Call Settings Customize Title
     
    Update With Caution

    Please note, you should exercise caution when you edit 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.

  8. In the Meetings/Calendar Events section, click the toggles to enable or deactivate the following options:
    • Push Meetings to Salesforce
    • Push all calendar events even if the participants don't exist in Salesforce
    Meetings / Calendar Events Settings
     
    Enable Push Meetings To Salesforce First

    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. It may create contacts in Salesforce that you don't want to see.

  9. When you're finished, click Save to preserve your changes. Save
     
    Default Push to Contacts and Accounts

    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.

Back to Top

Step 2: (Optional) Push Individual Records to Salesforce

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

 
Breaking Your Limits!

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.

To manually push individual records to Salesforce:

  1. Launch Apollo, click Search, and then click the People or Companies tab.
  2. Click the individual record you want to manually push to Salesforce. Individual Record on Search Page
  3. Click More and then click Push to Salesforce. More Button

You have now manually pushed the record to Salesforce.

Back to Top