Automatically Create and Map Stages Between Salesforce and Apollo

Overview

While you can always manually map stages between Apollo and Salesforce, you can also use automapping to make the job easier. If an unmapped stage in Apollo matches an unmapped value in Salesforce, then Apollo automatically maps the two together. Additionally, for Salesforce values that don’t have a matching stage in the platform, Apollo will create one for you.

Apollo will not overwrite any mappings you created before running the auto-mapping feature. Apollo will only automatically map stages that are not already mapped.

Refer to the sections below to automatically map contact, lead, or account fields from Salesforce to stages in Apollo. Keep in mind that the process for automatically mapping stages is the same for all record types.

Back to Top

Automatically Map Stages

To automatically map your Apollo stages to your Salesforce fields:

1. Launch Apollo and click the integrations icon.
    

   Feeling Left Out?

   Only users with permission to edit the integrations settings can access the integrations page in Apollo. If you want to automatically map your stages, reach out to an admin to update your permissions. For more info on permission profiles, refer to this article.

2. Click View in the Salesforce section.
3. On the Salesforce integration page, select Contacts, Leads, or Accounts, then click Stages.
4. Under Select Salesforce status field to sync with Apollo stages, select one of your status fields and click Auto-map all stages.
5. Apollo automatically maps the status field you selected. Repeat this process for any additional mappings you'd like to create.
    

   Unmapped Stages Without Matching Salesforce Values

   Please note, if an unmapped value from Salesforce does not match a stage in Apollo, Apollo will automatically create a stage and map the two together. If an unmapped value from a Salesforce field matches an existing stage, but that stage is already mapped to a different value, Apollo will not map the Salesforce field to the existing stage. Apollo will also not attempt to create a new stage and match the two together since that would incorrectly create a duplicate for an existing stage.

Back to Top

Stage Mapping Best Practices

To prevent stage mapping errors between Salesforce and Apollo:

1. Map all stages 1:1.
• Map each stage in your CRM to a corresponding stage in Apollo.
• Don't map more than one stage to the same field in Salesforce.
2. Make sure the stage name matches.
• This is very important to remember if you plan to automatically create and map stages. However, you can also manually map stages that don't share the same name.
3. Stay on top of housekeeping.
• Delete old or unused stages.
• Move the contacts from the old stages into the correct, active, mapped stage.

Back to Top