4 ways to automate Apollo

Sales involves so much more than just closing deals, and Apollo promises to help your team handle all those tasks—from finding new leads to analyzing what’s working.

But even the best platform doesn’t exist in a vacuum. You still use other apps across your company, and your workflows are bound to cut across them. What you really need is to keep all of those apps in sync without creating extra work for your team.

That’s where automation comes in. You can use Zapier’s automated workflows—called Zaps—to connect Apollo to the other apps you use every day. Zapier can handle all kinds of work for you, from updating your sales contacts to creating follow-up items on your to-do list. Here’s how.

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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Back up your Apollo contacts in a spreadsheet

Backing up your data is incredibly important—especially if you’re storing business-critical info like customer names, addresses, and more. But collecting that data by hand is time your team could have spent closing deals.

Instead of trying to keep your backup spreadsheet up to date manually, you can automate the process. These Zaps will instantly add a new row to your sheet for every new (or updated) Apollo contact.

Keep your CRM up to date with Apollo data

Today, sales teams have a multitude of tools and apps they can use to do their jobs. For example, you might use Apollo as your sales intelligence platform but use a totally different app as your customer relationship management (CRM) tool. But that creates a new problem: How do you keep your CRM up to date with the latest information from Apollo?

You can create a Zap that automatically adds new Apollo contacts to your CRM or updates existing contacts with new information.

Track offline conversions

To run your sales and marketing efficiently, it’s crucial to have a holistic view of how everything is working. You need to understand where your leads and customers come from—but you also need to keep your advertising segments and lists updated. Otherwise, you’ll constantly retarget people who’ve already made a purchase.

Thankfully, it’s easy to add conversions to your digital advertising platform with automation. Just create a Zap that sends offline conversions or funnel events to your ad tool when there are new customers in Apollo.

Turn sales activity into to-do list items

When it comes to sales and marketing, speed is the name of the game—you want to act fast when you have a new lead or customer. But what if you don’t have a dedicated project manager to tell you the next steps?

With automation, you can streamline managing all your follow-up tasks. For example, you can use a Zap to create tasks in your to-do list or project management app every time you have a new contact in Apollo. That way, nothing falls through the cracks—and you can focus on closing deals.

Give your sales team superpowers with Apollo and Zapier

Apollo gives your sales team a wealth of knowledge and tools, from deal management features to inbound optimization tools. But Apollo is even more powerful when you connect it to your other business-critical apps with Zapier. By automating crucial sales workflows, you give your team more time to do what they do best: sell, sell, sell.

And this is just the start of what you can do with Apollo and Zapier. What will you automate first?

by Zapier