Overview
Integrate Salesforce with Apollo to keep CRM data aligned across both platforms and give your team a consistent view of the people, companies, and opportunities they work with.
Use the integration to keep Salesforce and Apollo connected as your team prospects, enriches records, manages pipeline, and logs activity across both systems.
To set up a new connection, integrate Salesforce with Apollo using the Apollo managed package and a dedicated Salesforce integration user.
Check out the following sections to learn how the Salesforce integration works.
How It Works
Once you connect Salesforce to Apollo, Apollo keeps data aligned between both platforms based on your mappings and sync settings.
- Apollo pulls Salesforce records into Apollo so your team can work with existing CRM data while prospecting.
- Apollo pushes records and activities to Salesforce based on your push settings.
- Field and stage mappings control how data is organized between Salesforce and Apollo.
Most push and pull syncs for contacts and companies complete within 15-30 minutes after you create or update a record. Initial syncs and large bulk syncs can take longer.
Get Started
Set up the Salesforce integration in a few key steps. Start by connecting Salesforce, then configure how records, stages, fields, and activities should sync between both platforms.
| Connect Salesforce | Start by integrating Salesforce with Apollo. For new connections, install the Apollo managed package, configure a dedicated integration user, and connect Salesforce to Apollo. |
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| Align Your CRM Structure | Next, map your Salesforce stages and map Salesforce fields so records move between both platforms with the right stages and data. |
| Control What Comes Into Apollo | Configure Salesforce pull settings to control how Salesforce records are brought into Apollo for your team to prospect, manage, and enrich. |
| Control What Goes to Salesforce | Configure Salesforce push settings to decide which records and activities Apollo sends to Salesforce and when they should sync. |
FAQs
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Frequently asked questions |
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| What data can I sync with Salesforce? | How does push vs. pull work for Salesforce? | How quickly does Salesforce data sync? |
| How does Apollo handle duplicate Salesforce records? | Can multiple Apollo workspaces connect to the same Salesforce org? | |
What data can I sync with Salesforce?
Apollo pulls leads, contacts, accounts, and opportunities from Salesforce into Apollo. Depending on your sync settings, Apollo can also push contacts, leads, accounts, deals, and activities from Apollo to Salesforce.
Activities can include emails, notes, tasks, calls, meetings, and conversation summaries. Use Salesforce push settings to choose which records and activities Apollo sends to Salesforce.
How does push vs. pull work for Salesforce?
Pull brings Salesforce records into Apollo so your team can work with existing CRM data while prospecting. Apollo pulls Salesforce records on a recurring basis.
Push sends Apollo records and activities to Salesforce when your push settings and sync rules are met. Updates to already synced records can be sent automatically as changes occur.
Use pull settings and push settings to control how data moves between both platforms.
How quickly does Salesforce data sync?
Most push and pull syncs for contacts and companies complete within 15-30 minutes after you create or update a record. Initial syncs and large bulk syncs can take longer.
How does Apollo handle duplicate Salesforce records?
Apollo generally mirrors the records in Salesforce. If Salesforce contains duplicate leads, contacts, or accounts, those duplicates can also appear in Apollo.
When Apollo finds both a Salesforce lead and contact for the same person, Apollo pulls the contact instead of the lead. For broader duplicate management, clean up duplicates in Salesforce and review how to avoid duplicates with the Salesforce integration.
Can multiple Apollo workspaces connect to the same Salesforce org?
Yes. Multiple Apollo workspaces can connect to the same Salesforce org.
Learn More
Now that you know how the Salesforce integration works, these resources can help you keep your CRM data complete, organized, and ready for your team to use.
| Use CRM Enrichment | Keep your Salesforce records fresh by enriching CRM records to fill missing data, refresh outdated information, and automate enrichment for the contacts and accounts your team relies on. |
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| Link Custom Salesforce Fields to Custom Apollo Fields | Does your team track data beyond the default fields? Link custom Salesforce fields to keep the business-specific data you depend on aligned across Salesforce and Apollo. |
| Map Apollo Deals to Salesforce Opportunities | If your team manages pipeline in both platforms, map Apollo deals to Salesforce opportunities to keep deal stages and opportunity data aligned as your pipeline changes. |