Apollo for Workflows
All the actions you could wish for in your workflow
Apollo for Workflows is designed to streamline your agency's CRM and sales processes. With a suite of powerful actions, Apollo helps you efficiently manage contacts, accounts, opportunities, and tasks, ensuring seamless workflow automation and data management for your team.
CRM Automation
Opportunity Tracking
Task Management
Contact Sync
Detailed Information
Actions
Create Contact
Add new contacts to your CRM quickly, ensuring your database is up to date with fresh leads or customer details.
Update Contact
Modify existing contact information to keep your records accurate and relevant.
Create Account
Easily create new accounts to organize your contacts and opportunities in one central place.
Update Account
Keep your account details up to date, ensuring accurate tracking and communication across all contacts.
Create Opportunity
Generate new opportunities to track sales, deals, and business prospects with ease.
Update Opportunity
Edit and update details of existing opportunities to reflect progress, ensuring accurate tracking and management.
Detailed Information
Use Cases
Lead Enrichment and Assignment
Automatically create and update contacts as new leads come in from forms, email campaigns, or outreach tools. Assign leads to sales reps and trigger follow-up tasks instantly to accelerate response time.
Sales Pipeline Management
Create opportunities for each qualified lead and track them through stages. Automatically update opportunities based on activity (e.g., calls, emails) and generate reports to monitor deal health and forecasting.
Account-Based Marketing (ABM)
Group contacts under strategic accounts and manage customized messaging or offers. Use workflows to update account details and coordinate sales and marketing activities based on account behavior.
Task Automation for Follow-ups
Automatically create and assign tasks based on opportunity stage changes, contact updates, or account activity—ensuring timely follow-ups, demos, and proposal submissions without manual effort.
Apollo for Workflows
Why Choose Apollo for Workflows?
Efficient CRM Management
Seamless Opportunity Tracking
Task Automation
Outstanding Support
Expert Training Resources
Apps Installation and Integration
Custom Actions
Create Contact
Update Contact
Create Opportunity
View Opportunity
Create Account
Update Account
Get Task
Update Opportunity
Create Task
Get Contact
Custom Actions
Customer Created
Customer Created
Customer Created
Customer Created
Customer Created
Customer Created
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