Overview
Map Apollo fields to ensure that contact, lead, and account data from your Salesforce CRM syncs properly to Apollo. In additiona, you can set auto-fill or overwrite settings to define how Apollo updates data from your CRM during enrichment.
Check out the following sections to learn how to:
- Map Apollo fields to your Salesforce CRM.
- Configure data writing rules for CRM enrichment.
Map Fields to Salesforce
Once you connect Salesforce to Apollo, you first need to map Apollo's default fields to the fields in your CRM.
To map Apollo fields to Salesforce:
- Launch Apollo and go 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 fields to Salesforce fields is the same for contacts, accounts, leads, and deals, so repeat these steps for all record types from Salesforce.
- Click Fields.
- Map your Apollo fields to their corresponding Salesforce fields by selecting fields from the dropdowns. Use the search bar to search for a specific field.
- Click Add field mapping to map any additional fields not included by default. Click the trashcan to remove a field mapping.
- Click Save when you're done.
Configure Data Writing Rules
After you map your fields, set data writing rules for contact, lead, and account records. These settings define how Apollo manages your CRM record data when you enrich it with Apollo data and are required for you to set up real-time or scheduled enrichment.
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 auto-fill or overwrite settings for that field.
To configure data writing rules:
- Launch Apollo and go to Integrations > Salesforce, then click Contacts, Leads, or Accounts.
- Click Data writing rules.
- Select whether to overwrite or auto-fill your Salesforce CRM fields with Apollo data:
- Click the Auto-fill checkbox to automatically use Apollo data to fill in a Salesforce field. Apollo only autofills if the Salesforce field is empty and Apollo has relevant data available.
- Click the Overwrite checkbox to automatically overwrite the existing information in a Salesforce field with data from Apollo. Apollo only overwrites field data if relevant information is available that differs from the record data already in Salesforce.
- When finished, click Save.
Auto-fill and overwrite settings only apply when Apollo pulls record data from Salesforce. It can take up to 30 minutes to pull records from Salesforce.
Keep Apollo Updated with Salesforce Changes
If you update or add fields or stages in Salesforce, make sure to update your mapping settings in Apollo to reflect these changes.
If you delete a stage in Salesforce, remember to move the lead, contact, account, or deal information into an active stage that is in use. For more information about stage mapping best practices, refer to Automatically Create and Map Stages Between Salesforce and Apollo.
Learn More About the Salesforce Integration
Check out the Salesforce section of the Apollo knowledge base to learn more about setting up the Salesforce Integration in Apollo.
For a general overview of how contact and account stages work in Apollo, check out Contact and Account Stages Overview.