Overview
Apollo displays standard default contact and account fields you can map to Salesforce contact, lead, or account fields. Use auto-map to automatically map fields, then finetune as necessary, or manually map fields, including autofill and auto-overwrite settings for each field.
Check out the following sections to map default Apollo fields to Salesforce.
Field mapping and data writing settings are currently undergoing a makeover! While Apollo rolls out these changes, your experience may differ from the one shown here. Stay tuned for additional details.
Map Default Fields
To map default Apollo fields to Salesforce:
- Launch Apollo and navigate to Integrations > Salesforce, then click Contacts, Leads, Accounts, or Deals, depending on the type of record you want to map.
The process to map Apollo default fields to Salesforce fields is the same for all record types, so repeat these steps to map additional fields to Salesforce.
- Click Default fields.
- For each Apollo field in the name column, select a corresponding Salesforce field from the dropdown. Unmapped fields won't sync.
- Click the Autofill checkbox if you want Apollo to automatically use the information within the Apollo database to fill in the field from Salesforce. Apollo only autofills a default field if the Salesforce field is empty and Apollo has relevant information available.
- Click the Auto Overwrite checkbox if you want Apollo to automatically overwrite the existing information in the field from Salesforce with the information within Apollo. Apollo only overwrites a default field if it has relevant information available for the field that differs from the data in Salesforce.
Manual actions always take precedence. If you manually enrich a field from the CRM enrichment page, Apollo pushes the update even if you have disabled the autofill or auto overwrite setting for that field.
- When finished, click Save.
You have now manually mapped Apollo's default fields to Salesforce. If you make future changes in your Salesforce environment after mapping, make sure those changes reflect in Apollo.
When you enable autofill or auto overwrite, the feature only runs when Apollo pulls information from Salesforce.
Keep Apollo Updated with Salesforce Changes
If you change or add a stage in Salesforce after you've mapped it to Apollo, make sure those changes match your stage mapping in Apollo.
If you delete a stage in Salesforce, remember to move the lead/contact/account/deal information into an active stage that is in use. For more information about mapping best practices, refer to Automatically Create and Map Stages Between Salesforce and Apollo.
Learn More About the Salesforce Integration
If you have additional questions related to the Apollo-Salesforce integration, visit the Salesforce section of the Apollo knowledge base.
For a general overview of how contact and account stages work in Apollo, check out Contact and Account Stages Overview.