AppsPricingBlogTry it
Salesforce logo
Apollo logo

Connect Salesforce to Apollo

Build an AI agent that works across Salesforce and Apollo, on a schedule or when you click Run.

24 source actions
10 target actions

Why Connect Salesforce & Apollo?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a Apollo action

Then it uses one of 10 documented actions, such as Add Contacts to Sequence, Create or Update Account, Create or Update Contact.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Apollo logo

Apollo

Actions (10)

Add Contacts to Sequence

Adds one or more contacts to an email outreach sequence in Apollo. Requires a sequence ID, contact IDs, and a sending email account ID. Use **List Metadata** (type sequences) to find sequence IDs, (type email_accounts) to find email account IDs. Use **Search Contacts** to find contact IDs to enroll. Set sequenceActiveInOtherCampaigns to true to enroll contacts already active in other sequences. See the documentation

Create or Update Account

Creates a new account (company) or updates an existing one in your Apollo CRM. To create, omit accountId and provide at least a name. To update, provide the accountId and any fields to change. Use **Search Accounts** to find existing accounts before updating. Use **List Metadata** (type account_stages) to discover valid stage IDs. See the documentation

Create or Update Contact

Creates a new contact or updates an existing one in your Apollo CRM. To create, omit contactId and provide at least an email. To update, provide the contactId and any fields to change. Use **Search Contacts** to find existing contacts by name or email before updating. Use **List Metadata** (type contact_stages) to discover valid stage IDs. The accountId links this contact to a company — use **Search Accounts** to find the account ID. See the documentation

Create or Update Opportunity

Creates a new opportunity (deal) or updates an existing one in your Apollo CRM. To create, omit opportunityId and provide name, opportunityStageId, closedDate, and accountId. To update, provide the opportunityId and any fields to change. Use **Get Opportunity** to fetch current details before updating. Use **List Metadata** (type opportunity_stages) to discover valid stage IDs, and **Search Accounts** to find account IDs. Use **Get Current User** to find owner IDs. See the documentation

Enrich Person

Enriches a person's information using Apollo's 270M+ contact database. Pass any combination of name, email, domain, organization, or LinkedIn URL — the more info you provide, the better the match. This action consumes Apollo enrichment credits. Returns detailed profile data including title, company, seniority, phone numbers, and social profiles. Do NOT pass personal social media URLs as the domain — use only company domains like apollo.io. If revealPhoneNumber is true, you must also provide a webhookUrl where Apollo will POST the phone data asynchronously. See the documentation

Get Current User

Returns the authenticated user's profile including their ID, name, email, and team information. Use this tool first to identify the current user's ID for filtering records by owner in **Search Contacts** or **Search Accounts**. See the documentation

Get Opportunity

Fetches a single opportunity (deal) by ID with full details including name, amount, stage, close date, owner, and linked account. Use **Create or Update Opportunity** to modify it after retrieval. See the documentation

List Metadata

Lists metadata such as stages, sequences, labels, email accounts, or team users. Use this tool to discover valid IDs before calling write tools — e.g., find a contact stage ID for **Create or Update Contact**, a sequence ID for **Add Contacts to Sequence**, or an opportunity stage ID for **Create or Update Opportunity**. See the documentation

Search Accounts

Searches for accounts (companies) in your Apollo CRM by name, stage, or sort criteria. Returns account name, domain, industry, and stage. Use this to find accounts before updating them with **Create or Update Account** or linking them to contacts or opportunities. See the documentation

Search Contacts

Searches for contacts in your Apollo CRM by keyword, stage, or sort criteria. Returns contact name, email, title, company, and stage. Use this to find contacts before updating them with **Create or Update Contact** or enrolling them with **Add Contacts to Sequence**. The query parameter searches across name, title, company, and email. See the documentation

Integration Features

24 documented Salesforce actions
10 documented Apollo actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring

Capability Examples

Salesforce trigger → Apollo action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

ApolloApollo

Add Contacts to Sequence

How It Works

1

Connect Apps

Authenticate your Salesforce and Apollo accounts

2

Describe the Job

Say what to read from Salesforce and what to do in Apollo

3

Choose an Action

Select the documented Apollo operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 10 documented Apollo actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and Apollo actions it needs.

Your Own Accounts

You connect your own Salesforce and Apollo accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Salesforce logo

All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
Apollo logo

All Apollo Integrations

Explore all available Apollo connections

View All Integrations

Ready to Connect Salesforce & Apollo?

Build this agent in Mazaal AI and test it on your ownSalesforce and Apollo data.

Start building

Rather not build it yourself? We set up one Salesforce to Apollo agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod