Apollo Salesforce integrationApollo prospects and sequences, with Salesforce as the system of record
Apollo has its own Salesforce integration. It pulls your leads, contacts, accounts and opportunities into Apollo and pushes new contacts, leads, accounts and activities back. We set up the push and pull settings, the field mapping and the integration user, then make Salesforce ready for the data: source fields, duplicate rules, assignment and reports.
- Apollo's native Salesforce integration set up and extended
- Emails, calls, tasks, notes and meetings logged in Salesforce
- Apollo sourced records tagged and matched before they are created
900+ integrations completed · Salesforce partner · We sign BAAs
- • New contacts and leads
- • Accounts
- • Activities
- • Field updates
- • Leads, contacts and accounts
- • Opportunities
- • Tasks
Prospect data that lands as a mess
When Apollo pushes to Salesforce with default settings, records arrive without a source, under the wrong owner, or twice. Reps work sequences in Apollo while Salesforce shows no activity, and the pipeline Apollo brings in cannot be reported on.
What it does
What the Apollo Salesforce integration handles
Push and pull settings
Which records Apollo pulls from Salesforce and which new records it pushes back, set to match how your team works.
Field mapping
Apollo fields mapped to your standard and custom Salesforce fields, including the enrichment fields you want kept.
Activities in Salesforce
Emails, calls, tasks, notes and meetings from Apollo logged on the lead or contact.
Integration user
A dedicated integration user with the access the sync needs, and users connected where activity should show under their own name.
Source fields
Lead Source and a source detail field set on every record Apollo creates, so reports separate Apollo from other sources.
Duplicates caught first
Matching and duplicate rules on email and phone, cleaned up before go-live, since duplicates in Salesforce show up in Apollo too.
Owner and assignment
Assignment rules or flows that give Apollo records the right owner.
Reports and dashboards
Apollo sourced leads, opportunities and revenue next to your other sources.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Apollo.io to Salesforce.
AimingData that flows
Apollo Salesforce integration: both directions, field by field
- Leads, contacts and accountsPulled so Apollo knows who is already in your CRM
- OpportunitiesPulled for context in Apollo
- TasksOpen and completed tasks pulled into Apollo
- New contacts and leadsPushed by the rules you set, with source fields
- AccountsCreated when a contact needs one
- ActivitiesEmails, calls, tasks, notes and meetings on the record
- Field updatesMapped fields kept current on existing records
See your own Apollo.io + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
Apollo Salesforce integration: the hard parts, already solved
Merges
Merges done in Salesforce can sync to Apollo, but merges done in Apollo do not come back. We set your team up to merge in Salesforce.
Sync errors
Apollo keeps a sync log per record. We check it at go-live and fix the field or rule behind each error.
Opt-outs
Email opt-out and do not call fields mapped, so a prospect who opted out in Salesforce is not sequenced in Apollo.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the Apollo Salesforce integration goes live
- 1
Book a free call
We look at how your reps prospect today, which records they create and what you need to report on.
- 2
Mapping
Which records are created or matched, which fields carry over, who owns them and how duplicates are caught, agreed first.
- 3
Set up and test
The connection configured and tested with real records before your team relies on it.
- 4
Go live and train
Your reps shown the new workflow, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the Apollo Salesforce integration is for
- Sales and business development teams prospecting into Salesforce
- Sales leaders who need to know which prospecting tool brings in pipeline
- Salesforce admins tired of cleaning up duplicate leads from list imports
Apollo Salesforce integration FAQ
Does Apollo have a native Salesforce integration?
Yes. Apollo has its own Salesforce integration. We set it up and extend it in Salesforce.
Will Apollo create duplicates in Salesforce?
We set matching and duplicate rules on email and phone first, and clean up existing duplicates, so records are matched instead of created again.
Can Apollo emails and calls show in Salesforce?
Yes. Apollo can push emails, calls, tasks, notes and meetings to the matching lead or contact.
Can we keep Apollo's enrichment fields?
Yes. We map the Apollo fields you want to standard or custom fields in Salesforce.
Have you done this before?
We have loaded prospect lists into Salesforce, connected outside enrichment data to it and tuned duplicate rules, and we have completed 900+ integrations in total.
Are you a Salesforce partner?
Yes. Journeys Through Search is a Salesforce partner.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.
