Integrate Zapier with Apollo

Article author
Dustin Nathaniel Keys
Updated

Overview

If you're looking for ways to automate your workflows and move data across your apps, you integrate Zapier with Apollo to use all Zapier-supported apps, including Slack, Google Sheets, Typeform, Zoho CRM, and others. Check out a comprehensive list of all the apps you can use through Zapier on Apollo.

Check out the following sections to connect Zapier and use the integration with Apollo.

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Connect the Integration

 
Permission Required

To set up the Zapier integration on Apollo, you need permission to edit integration settings. If you don't have permission, reach out to your team's Apollo admin for help.

To connect Zapier to Apollo:

  1. Launch Apollo and click Settings > Integrations > API > API keys.
  2. Click Create new key and name the key Zapier. Set it as a master key, then click Create API key to confirm.

An example Apollo API key is created for Zapier

  1. Copy the API key, and paste it to a secure location for use in a later step.

The copy button is highlighted on an example API key

  1. Next, log in to Zapier and click My Apps > Add Connection.

Add Connection

  1. Search for and click Apollo.

New App Connection

  1. Paste the Apollo API key you copied in step 3, and name the connection anything you want.

Connection Details

  1. Click Yes, Continue to Apollo.

You have now connected Zapier to Apollo. You can now use the integration to create zaps.

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Use the Integration

Zapier uses zaps to connect apps and services together.

Each zap includes a trigger and at least one action. When you create a zap and a trigger takes place, Zapier automatically completes the action for you. You can either create zaps that complete an action in Apollo based on a trigger in another app, or zaps that complete an action in another app based on a trigger in Apollo.

Supported Triggers

Apollo supports the following triggers that you can use to connect any Zapier-supported apps:

Trigger Description
Account updated This triggers when you update an existing account in Apollo.
New account This triggers when you save a new account in Apollo.
Contact updated This triggers when you update an existing contact in Apollo.
New contact This triggers when you save a new contact in Apollo.

Supported Actions

You can take the following actions in Apollo based on zap triggers:

Action Description
Create account This creates a new account in Apollo.
Create contact This creates a new contact in Apollo.
Create deal This creates a new deal in Apollo.
Create task This creates a new task in Apollo.
Update account This updates an existing account in Apollo.
Update contact This updates an existing contact in Apollo.
Update deal This updates an existing deal in Apollo.
Find contact This allows you to find a contact in Apollo by email and create the contact if it doesn't exist. If you have multiple contacts with the same email address, Apollo returns the contact that you created first.
Find or create contact This allows you to find a contact in Apollo by email and will create the contact if it doesn't exist. If you have multiple contacts with the same email address, Apollo returns the contact that you created first.

Create a Zap

You can either create zaps that complete an action in Apollo based on a trigger in another app, or zaps that complete an action in another app based on a trigger in Apollo.

To create a zap to complete an action in Apollo:

  1. Log in to Zapier and click + Create > Zaps.
The Create Zaps button is highlighted on Zapier
  1. Click Trigger.
The Trigger button is highlighted on Zapier
  1. Select or search for the app that should trigger an action in Apollo. You can choose apps like Zoho, Slack, Google Sheets, or any other supported app.
An example app is selected for a trigger - Google Sheets
  1. Choose the event in the app that should trigger an action in Apollo, then click Continue.
An example event is selected on Google Sheets - a new row
 
Set Up May Vary

Trigger set up may vary for different apps. In this example, Google Sheets is the app and a new spreadsheet row is the trigger. Reach out to Zapier Support if you have questions about other third-party apps.

  1. If necessary, sign in to the app, and configure the app settings. Click Continue.

The Continue button is highlighted in Zapier

  1. Choose the specific trigger details for the app and click Continue.

An example trigger is chosen and the Continue button is highlighted in Zapier

  1. Click Test trigger to test the trigger settings.
  1. Next, click Apollo to set up the action.

An example action app is chosen - Apollo

  1. Choose an event from the available actions in Apollo.

An example action is chosen - Create a Contact

  1. If necessary, sign in to Apollo. Click Continue.
  2. Depending on the action you chose, configure the action settings and click Continue.

Additional action settings are highlighted

  1. Click Test step or skip the test.
  2. When finished, click Publish to enable the zap.

You have now connected your app with Apollo. When the trigger takes place, the action automatically occurs in Apollo.

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To create a zap to complete an action in another app:

  1. Log in to Zapier and click + Create > Zaps.

The Create Zaps button is highlighted on Zapier

  1. Click Trigger.

The Trigger button is highlighted on Zapier

  1. Choose Apollo as the app that should trigger an action.

The Trigger button is highlighted on Zapier

  1. Choose one of the available triggers in Apollo and click Continue.

An example trigger, new account, is highlighted

  1. If necessary, sign in to Apollo. Click Continue.
  2. Click Test trigger.
  3. Next, select or search for the app that should receive the action. You can choose apps like Zoho, Slack, Google Sheets, or any other supported app. An example app is selected
    1. Choose an event that the action in Apollo should trigger in the app, then click Continue.

    An example event is highlighted

     
    Set Up May Vary

    Action set up may vary for different apps. In this example, we chose Google Sheets and a new spreadsheet row as the action. Reach out to Zapier Support if you have questions about third-party apps.

    1. If necessary, sign in to the app, and configure the app settings. Click Continue.
    2. Choose the specific action details for the app and click Continue.

    Action details are shown

    1. Click Test step or skip the test.
    2. When finished, click Publish to enable the zap.

    You have now connected your app with Apollo. When the trigger takes place in Apollo, the action will automatically occur in the linked app.

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