Overview
When you integrate Salesforce with Apollo, Apollo mirrors the data in Salesforce. If Salesforce contains duplicate leads, contacts, or accounts, those same duplicates appear in Apollo. Likewise, if duplicate records are created in Apollo and pushed to Salesforce, Salesforce creates the same duplicate records.
Apollo doesn't automatically merge or delete duplicate records. Instead, Apollo provides merge and deletion sync settings that help keep Salesforce and Apollo aligned after duplicate records have been cleaned up.
When connected, Apollo mirrors your CRM. To minimize duplicate records in Apollo, clean and deduplicate Salesforce before connecting the integration.
Check out the following section to learn how merge and deletion sync work.
Enable Merge or Deletion Sync
If duplicate records have already been synchronized between Salesforce and Apollo, you can enable merge and deletion sync to keep both systems aligned when records are merged or deleted in Salesforce.
To configure these settings:
- Launch Apollo and click Settings > Integrations > Connected integrations.
- Click Salesforce.
- Select Contacts, Leads, Accounts, or Deals, then click Sync.
- Enable one or both of the following settings:
- Deletion sync: Deletes linked records in Apollo when the corresponding Salesforce record is deleted, and vice versa.
- Merge sync: Mirrors Salesforce record merges in Apollo so only the surviving Salesforce record remains linked.
- Click Save.
You have now managed merge and deletion sync settings.
If you merge records in Salesforce and merge sync is enabled, Apollo mirrors the merge and combines the records under the same Salesforce ID.
If you merge records in Apollo, that merge doesn't sync to Salesforce. The merged Apollo record remains linked, while Salesforce continues to maintain separate records until you merge or delete them in Salesforce.
If activity sync is enabled, activities follow the system where the merge occurs. Salesforce manages activity merges for Salesforce records, while Apollo manages activity merges for Apollo records.
If you unmerge records in Salesforce, Apollo doesn't reverse previously synchronized merges, so you may need to manually clean up duplicate records in Apollo.
Next Steps
Keep your Salesforce integration clean with these resources for sync setup, field mapping, duplicate management, and troubleshooting.
| Salesforce Integration Overview | Start with the big picture and review Salesforce sync behavior to understand how records, activities, mapping, and duplicate handling work across Apollo and Salesforce before your team changes settings. |
|---|---|
| Configure Salesforce Pull Settings | Need more control over what comes into Apollo? Configure Salesforce pull settings to decide how Salesforce records appear in Apollo and reduce clutter while your team prospects. |
| Configure Salesforce Push Settings | Before Apollo sends net-new records back to your CRM, configure Salesforce push settings to control when contacts, accounts, deals, and activities sync without creating unnecessary noise. |
| Map Default Apollo Fields to Salesforce | Keep your data landing in the right place when records sync and map default Apollo fields to Salesforce to align core contact, lead, account, and deal fields across both systems. |
| Use the Salesforce Integration Error Log | When something doesn't sync as expected, check the Salesforce integration error log to spot failed records, identify duplicate-rule blocks, and retry fixes with more confidence. |