Configure Salesforce Pull Settings

Apollo automatically pulls all contacts and leads from Salesforce to Apollo as contacts, then makes them visible to your team when prospecting in Apollo. However, you can use selective sync to set conditions that define how you sync contacts from Salesforce. Selective sync may be useful to avoid pulling unneeded records.

You can also configure record visibility, which determines whether Salesforce contacts are visible to your team when prospecting in Apollo.

You can manually pull all contacts. This may be useful after making a change to a field or stage mapping.

• Selective sync
• Manual pull
• Record visibility

Selective sync

It's in the Plan

Selective sync is available on certain Apollo plans purchased after July 24, 2024. To access selective sync, upgrade your plan. If you have questions about upgrading, reach out to the sales team.

1. To use selective sync, toggle Pull contacts based on specific conditions, then click Add pull conditions.

2. Click + AND condition to add conditions like owner, status, created date, and more. Each condition works with AND logic, meaning if you add a condition where owner includes Maria Yuara and created date is 01/01/2025 — 12/31/2025, then Apollo only syncs contacts owned by Maria that were created in 2025.
3. Add and edit more conditions as needed. You can add up to twenty conditions.
4. When finished, click Save.

You have now configured selective sync. Apollo only pulls contacts matching the conditions you set.

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Manual pull

Manual pull allows you to pull all records from Salesforce at once. After you add or change a field or stage mapping, click Pull all to apply Salesforce data to existing Apollo records.

To manually pull records:

1. Click Pull all contacts.

 

Time to Launch

Manual pull all doesn't work with selective sync. After connecting the integration for the first time or triggering a manual pull, the sync process may take several hours to complete, depending on the number of records in your CRM. After that, Apollo automatically syncs any new or updated records from Salesforce every 30 minutes.

You have now manually pulled your contacts.

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Record visibility

By default, Apollo makes contacts synced from Salesforce visible to your team when prospecting in Apollo. This is the recommended setting to engage with contacts.

To change record visibility:

1. Check Hide my contacts and leads pulled from Salesforce, then click Save.

You have now changed record visibility.

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Apollo automatically pulls all accounts from Salesforce and makes them visible to your team when prospecting in Apollo. You can change the visibility of pulled accounts if you don't want your team to see them in Apollo.

You can use selective sync to set conditions for the Salesforce accounts Apollo pulls. This can help prevent Apollo from importing accounts your team does not need.

If an account pulled from Salesforce doesn't include a name or website, Apollo can infer missing information and enrich the account with updated data.

You can also manually pull all accounts from Salesforce. This may be useful after you change a field or stage mapping, so you can apply the updated mapping to existing Apollo accounts.

• Selective sync
• Infer missing data
• Manual pull
• Record visibility

Selective sync

It's in the Plan

Selective sync is available on certain Apollo plans. To access selective sync, upgrade your plan. If you have questions about upgrading, reach out to the sales team.

Use selective sync to set conditions that define how you sync accounts from Salesforce. Selective sync may be useful to avoid pulling unneeded records.

1. To use selective sync, toggle Pull accounts based on specific conditions, then click Add pull conditions.

2. Click + AND condition to add conditions like owner, status, created date, and more. Each condition works with AND logic, meaning if you add a condition where owner includes Maria Yuara and created date is 01/01/2025 — 12/31/2025, then Apollo only syncs accounts owned by Maria that were created in 2025.
3. Add and edit more conditions as needed. You can add up to twenty conditions.
4. When finished, click Save.

You have now configured selective sync. Apollo only pulls accounts matching the conditions you set.

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Infer missing data

If accounts pulled from Salesforce have no name or website, Apollo can infer and enrich those records with updated information from Apollo's database.

To configure inferring account data:

1. Check Infer missing data from Salesforce accounts with no name or website, then click Save.

Apollo infers missing name and website data for accounts pulled from Salesforce.

 

Match Maker

Accounts are best enriched when Apollo can infer data for both name and website fields. If Apollo finds data for only one of these fields, the account is still enriched, but data accuracy may vary.

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Manual pull

Manual pull allows you to pull all records from Salesforce at once. After you add or change a field or stage mapping, use a manual pull all to apply the updated configuration to existing Apollo records.

To manually pull records:

1. Click Pull all accounts.

 

Time to Launch

Manual pull all doesn't work with selective sync enabled. Once initiated, it may take up to 30 minutes for Apollo to pull your records from Salesforce.

You have now manually pulled accounts.

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Record visibility

By default, Apollo makes accounts synced from Salesforce visible to your team when prospecting in Apollo. This is the recommended setting to engage with accounts.

To change record visibility:

1. Check Hide my accounts pulled from Salesforce, then click Save.

You have now changed record visibility.

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To configure pull settings for deals:

1. Check Sync deals with Apollo to actively sync pipeline and deal information bidirectionally when Apollo detects a change.
2. Ensure that Pull opportunities is checked.

• When enabled, Apollo pulls all Salesforce opportunity (deal) information and uses Salesforce as the source of truth for any previously synced deals.
• If you deactivate this setting at any point, Salesforce deal information remains in Apollo, but Apollo no longer actively syncs with Salesforce.

3. (Optional) Click to manually pull all opportunities. This may be useful if you recently changed your sync settings.

3. (Optional) Check Hide my deals to hide deals pulled from Salesforce to Apollo. When enabled, synced deals won't appear in Apollo, but automations could still update deals in Salesforce.
4. When finished, click Save.

You have now configured pull settings for deals.

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You can pull activities like tasks from Salesforce to Apollo.

To configure pull settings for activities:

1. Check Pull tasks to pull Salesforce tasks to Apollo.
2. When finished, click Save.

You have now enabled task pull, and Apollo automatically syncs tasks from Salesforce. Apollo pulls both completed and scheduled / open tasks from Salesforce into Apollo. This allows your team to view and manage task activity across both systems.

2. When finished, click Save.

You have now configured pull settings for activities.

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4. Apollo displays queued record pulls along a timeline, including when each pull request occurred and how many records are queued, so you can easily visualize your activity. This may be helpful to spot progress on very large data pulls from Salesforce.

5. (Optional) Click Last 24 hours to change the time, then select Last 3 days, Last 7 days, or Custom for a date range.
6. Hover over a queued pull to see the exact date and time of the pull request, as well as the number of records queued.

4. Apollo displays a log of completed pulls from Salesforce to Apollo. Each entry shows when the sync ran and whether any records were updated.

5. (Optional) Click Last 24 hours to change the time, then select Last 3 days, Last 7 days, or Custom for a date range.