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When Apollo Salesforce integrate, reps see verified contacts inside Salesforce and keep Apollo sequences grounded in CRM truth. Less rework, faster follow-ups, and cleaner pipeline reporting support predictable growth today.
Apollo prospects saved from searches can create new Salesforce leads when matching rules differ, causing duplicates, split ownership, and wasted outreach across teams each week.
Salesforce records often lack Apollo engagement history, so managers cannot see calls, emails, and tasks tied to prospects during active sequences in one place daily.
Reps qualify prospects in Apollo but forget to create Salesforce opportunities, leaving pipeline reviews short on next steps and close dates for each open deal.
If Apollo sync credentials lack Salesforce admin rights, record ownership and field writes can fail, causing mismatched owners, missing fields, and sync errors at login.
Pull Salesforce contacts and leads into Apollo for prospecting. Your team works from the same records, so outreach and reporting reflect current CRM status always.
Push net new Apollo contacts or leads to Salesforce when criteria match. Reps spend less time copying fields, so routing and assignments happen sooner consistently.
Map Apollo deal stages with Salesforce opportunity stages. Forecast meetings use one stage language, so changes made during outreach show up in pipeline views immediately.
Sync Apollo emails, calls, and tasks into Salesforce activities. Managers review touches next to records, so coaching and follow-up plans match what happened most recently.
Sales development teams need fast access to CRM status while prospecting. With Apollo and Salesforce connected, reps see who already exists and who owns the record. That cuts duplicate outreach and protects handoffs.RevOps teams need consistent fields for routing and reporting. The integration keeps contact, account, and deal data consistent across tools. Finance and leadership can trust summaries because activities and stage changes stay attached.
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
Apollo pulls Salesforce contacts and leads into its database for prospecting, then can push updates back. Accounts and deals can sync too, keeping both systems in sync on mapped fields only.
Apollo supports two-way syncing for core records when configured, but you can restrict what flows each direction. Pull brings CRM data into Apollo; push writes selected records into Salesforce first.
Sync runs when new records are saved, imported, or edited, depending on pull and push settings. You choose which objects sync, then Apollo applies mapping rules before writing updates out.
Field write rules control whether Apollo fills blanks or overwrites Salesforce values. When both systems change a field, your mapping and overwrite choices decide which value wins during sync cycles.
Apollo’s Salesforce connection covers contacts, leads, accounts, deals, and activities, with separate pull and push controls per object. Field mapping decides where values write, and you can link custom fields for bidirectional sync so teams keep shared record of truth.
Contacts, leads, accounts, and deals can sync between Apollo and Salesforce based on your settings. You can pull all records or use selective sync to narrow what enters Apollo today.
Apollo can sync emails, calls, tasks, and other activities to Salesforce so timelines reflect outreach. Activity syncing depends on configured object settings and mapped fields in both systems each day.
For data outside default fields, create a custom field in Salesforce and link it to an Apollo custom field. That connection supports bidirectional sync for those values as needed later.
Apollo’s native Salesforce integration is set up inside Apollo, then authorized through Salesforce OAuth. After connection, configure which objects pull into Apollo and which new records push to Salesforce. Field mapping and write rules prevent unwanted overwrites during initial sync.
Folio3 proposed a comprehensive solution to address Easilock’s challenger. This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more..
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Folio3 proposed a comprehensive solution to address Easilock’s challenger.This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more.
Read more
Folio3 proposed a comprehensive solution to address Easilock’s challenger.This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more.
Read more