Automatically sync contact and account data, activities, and/or update stale or inaccurate data in your Salesforce CRM.

Follow this Guide to Connect and Configure your Apollo Salesforce Integration to pass exactly the information you want and nothing you don't. 

Connect your Salesforce Account and Select your Sync Credentials

1. Navigate to Settings > Integrations > Salesforce in the left main menu and click Connect

2. Fill in your Salesforce Credentials on the ensuing Salesforce sign in page.

3. Under Sync Credentials, be sure to select and save the credentials of your Apollo User with the highest level of Salesforce admin privileges as the default for pushing information back and forth from Apollo to Salesforce. Whenever your Apollo Users connect their individual Salesforce Accounts, the updates they make in Apollo that are pushed to Salesforce will be associated with their login, rather than the default sync credentials. Click here for more info on the differences and uses of these Salesforce Account and (master) Sync Credentials. 

Important: Salesforce lets you configure many different levels of permissions, and it's essential that the login you use for your Apollo Sync Credentials belongs to a Salesforce user with both "read and write" permissions for all of the objects and fields you're syncing to ensure they can save successfully. Additionally, if any of your Apollo Users connect their Salesforce Accounts

Select the Emails, Notes, Tasks, Calls, and/or Meetings you Want to Push and Pull From and To Salesforce

Important: When you initially connect your Salesforce account, all your settings are set to off by default so you have to select/activate each/all types of information you want to "push" from Apollo to Salesforce.

1. Still under Settings > Integrations > Salesforce, click to view the Activities, Tasks, Meetings, and Notes tab

• Email tasks in Apollo sync as manual email tasks in SFDC
• Phone call tasks in Apollo sync as calls in SFDC
• Meeting tasks in Apollo sync as action items in SFDC. These are created in Apollo whenever you set a Google Calendar meeting with a Contact or Account in your Apollo database. We automatically exclude events with your teammates-only since those don't pertain to your prospects.

Tasks are synced every 15 minutes, along with all other bidirectional sync data for contacts.

• Note: Account based data will sync every 60-120 minutes

2. Under the Outbound (Apollo -> Salesforce) column on the left, select exactly the types of records you want to "push" from Apollo to Salesforce. Be sure to scroll down and click Save.

• Pay special attention to the types of emails you want to track in Salesforce (i.e. outgoing and incoming emails sent within Apollo itself and/or outgoing and incoming emails sent from/to your Apollo User's connected email mailboxes).
• Also note that it's only possible to push completed tasks from Apollo to Salesforce and NOT tasks before they've been marked as complete.

3. Under the Inbound (Salesforce -> Apollo) column on the right, decide whether or not you want to "pull" tasks created in Salesforce (before they're marked as complete) into Apollo (and complete them using our tasks management tools). Be sure to click Save. 

Configure Push and Pull Settings for Contacts

1. Still under Settings > Integrations > Salesforce, click to view the Contacts tab

2. Under the Push (Apollo -> Salesforce) column on the left: 

• Use the first switch and optional checkbox to turn on Creating Salesforce Contacts whenever new Contacts are created in Apollo, optionally only when they hit particular Contact Stages that you can specify if you click the checkbox
  • Note that this optional stage filter for pushing contacts/leads also applies to contacts/leads created from a received/sent email (which you can enable in the previous section)
• Use the dropdown menu to determine if you want to "push" Apollo Contacts to Salesforce as "Lead" or "Contact" objects in Salesforce. Salesforce has both types whereas Apollo only has Contacts, so you do have to choose Lead or Contact on the Salesforce side with this Setting.
• Be sure to specify how you want Apollo to appear as a Salesforce Lead/Contact Source so you and your team can easily verify Salesforce records created by Apollo
• You can't currently disable it, but note that we will update corresponding Salesforce Lead/Contact records when their corresponding Apollo Contacts are updated
• Be sure to click Save
• These settings determine which records will be pushed to Salesforce "from now on", so the button at the bottom of this section will do a one-time push of all your existing Apollo Contacts to Salesforce if you want to align your existing records. We highly recommend you complete the rest of the mappings on this page BEFORE using this option. 

3. Under the Pull (Salesforce ->Apollo) column on the right: 

• You can't currently disable it, but note that we will automatically pull your Salesforce Lead/Contact records into your Apollo database, so we can automatically de-dupe duplicate records and ensure you don't prospect/spend lead credits in Apollo on Contacts already in your Salesforce
• However, if you don't want all your Salesforce Lead/Contact records VISIBLE in Apollo and cluttering up searches for Contacts in yourApollo App, keep the second setting in this column OFF
• SFDC Contacts can be associated with SFDC Accounts, so Contacts pulled from SFDC to Apollo will be associated with the proper Account in Apollo. Even though Salesforce doesn't allow you to associate SFDC Leads with SFDC Accounts, when those Leads are pulled into Apollo, we associate the corresponding Apollo Contact with whatever Apollo Account matches the domain of that SFDC Lead's email address. Click here for more info.
• Be sure to click Save
• These settings determine which records will be pulled from Salesforce to Apollo "from now on", so the button at the bottom of this section will do a one-time pull of all your existing Salesforce Lead/Contacts toApollo if you want to align your existing records. We highly recommend you complete the rest of the mappings on this page BEFORE using this option. 

4. Scroll down to the Enrichment column on the left. In order for enrichment to function, you need to complete the Field Mappings further down on the page, but note that we will enrich any new Salesforce Lead/Contact after the sync is configured with whatever Apollo Fields you map below no matter what (no reason to not take advantage of all that free Apollo data) 

• Click to turn on Enrich existing salesforce leads/contacts if you ALSO want Apollo data fields added to your existing Salesforce records
• Be sure to click Save

5. Scroll down to Stage Mappings, where you'll find columns for Salesforce Lead Status Sync and Salesforce Contact Status Sync.

• Map the Apollo Contact Stages on the left. Click Edit if you want to add or edit any of the Contact Stages to your corresponding Salesforce Lead or Salesforce Contact Statuses on the right. 

• The Salesforce Statuses in the dropdown menus here come directly from your Salesforce account, so if you need to add/update any of those along the way, click the blue Pull Now button to update these dropdowns with your latest Salesforce Status options
• Though you had to select above whether to push Apollo Contacts as Leads or Contacts in Salesforce (one or the other), Apollo pulls-in both Lead and Contact records from Salesforce to update Apollo Contact records, so it's key to configure your Contact Status Field if and only if you have created a Custom Field in Salesforce for tracking Contact Status. It is not a standard Salesforce field, whereas Lead Status is. If you don't track Contact Status in Salesforce, you can ignore that column.

6. Scroll down to Field Mappings to find a list of all your current Apollo Custom and System (default) Contact Fields. If you want to add more Custom Apollo Fields you don't see here, click the +Add Field button on the right side, but primarily focus on clicking the options button to the right of any field you want to be passed back and forth to Salesforce and then Edit in the dropdown:

7. This pops up a modal where you can select a corresponding Salesforce Contact and/or Lead Field to map to your Apollo Contact Field (click Save once you've made you selections). The SFDC Contact and Lead fields in the picklists come directly from your linked Salesforce account, so you'll be able to choose any fields currently configured in your Salesforce, as long as they're a type we support:

8. Be sure to work your way down through the entire list and map every Apollo Field you want to sync to a corresponding field in Salesforce (you may want to make more custom fields in Salesforce for these mappings). Fields left unmapped will NOT overwrite Salesforce fields but rather simply not sendto/update in Salesforce (since there's no selected Field to update). 

Configure Push and Pull Settings for Accounts 

1. Still under Settings > Integrations > Salesforce, click to view the Accounts tab

2. Under the Push (Apollo -> Salesforce) column on the left: 

• If Apollo pushes a Contact to Salesforce that belongs to an Account not yet in your Salesforce, we'll always automatically create that Account (in Salesforce), but use the first switch here to determine whether or not you also want to create Accounts in Salesforce when you add an Account from the Prospect Searches page to your Apollo Accounts database (without yet adding any actual Contacts from that Account)
• You can't disable it, but also note that Accounts updated in Apollo will always be updated in Salesforce
• Be sure to click Save

3. Under the Pull (Salesforce -> Apollo) column on the right: 

• You can't currently disable it, but note that we will automatically pull your Salesforce Account records into your Apollo database, so we can automatically de-dupe duplicate records and ensure you get accurate Account Insights in Apollo
• However, if you don't want all your Salesforce Account records VISIBLE in Apollo and cluttering up searches for Accounts in your Apollo App, keep the second setting in this column OFF
• Be sure to click Save
• These settings determine which records will be pulled from Salesforce to Apollo "from now on", so the button at the bottom of this section will do a one-time pull of all your existing Salesforce Accounts to Apollo if you want to align your existing records. We highly recommend you complete the rest of the mappings on this page BEFORE using this option. 

4. Scroll down to the Enrichment column on the left. In order for enrichment to function, you need to complete the Field Mappings further down on the page, but note that new Salesforce Accounts will be automatically enriched with any Fields you map, so that's not yet a configurable option. 

• Click to turn on Enrich existing Salesforce Accounts if you ALSO want Apollo data fields added to your existing Salesforce records
• Be sure to click Save

5. Scroll down to Stage Mappings, where you'll find a column for Salesforce Account Status Sync 

• Salesforce does not have an Account Status field by default, so use the first dropdown to Infer what [Apollo] stage should be based on the Salesforce opportunities created if you want to automatically sync Account stage based on the opening and closing of the opportunities within your Salesforce Account records. Otherwise, choose Map to a custom Salesforce account status field and if you haven't created one already, you can do so here (and here's Salesforce's guide on that)

If you choose to Infer what [Apollo] stage should be based on the Salesforce opportunities created, you're done with this section and can scroll down to Field Mappings. If you choose to Map to a custom Salesforce account status field, follow the rest of these directions:

• Use the Salesforce Account Status Field dropdown to select the custom Salesforce field you want to use as your corresponding field to Apollo's Account Stage. The Salesforce Custom Account Fields in the dropdown here come directly from your Salesforce account, so if you just created your custom account field in Salesforce, click the blue Pull Now button at the bottom of this section to update the list in the dropdown. 

• Be sure to map the Apollo Account Stages on the left (click Edit if you want to add or edit any of those) to your corresponding Salesforce Account Statuses on the right. It's okay to have multiple Apollo stages map to the same Salesforce Status, but ensure you map every Apollo Stage to a Salesforce Status.
• The Salesforce Statuses in the dropdown menus here come directly from your Salesforce account, specifically the options you've created in the Salesforce custom account field you selected here, so if you need to add/update any of those along the way, click the blue Pull Now button to update these dropdowns with your latest Salesforce Status options

6. Scroll down to Field Mappings to find a list of all your current Apollo Custom and System (default) Account Fields. If you want to add more Custom Apollo Fields you don't see here, click the +Add Field button on the right side, but primarily focus on clicking the options button to the right of any field you want to be passed back and forth to Salesforce and then Edit in the dropdown:

7. This pops up a modal where you can select a corresponding Salesforce Account Field to map to your Apollo Account Field (click Save once you've made you selection):

8. Be sure to work your way down through the entire list and map every Apollo Field you want to sync to a corresponding field in Salesforce (you may want to make more custom fields in Salesforce for these mappings). Fields left unmapped will NOT overwrite Salesforce fields but rather simply not sendto/update in Salesforce (since there's no selected Field to update).

Congrats, your configuration is now complete!

Error Log

You don't have to configure any settings on this tab, but navigate to it to see a running list of all errors Apollo encounters when pushing information from Apollo to your Salesforce. This is the first best place to start if you have any issues with the information you configured to sync actually doing so. For every error listed, you'll find:

• On the far left, a description of the exact type of "push" that failed
• In the middle, the reason why that error occurred 
• On the right, a blue button to attempt a manual re-push of that info (which you should only use once you've corrected whatever issue caused the error)
• On the far right, the exact date/time that error ocurred

Link Salesforce as a Non-Admin

To correctly log activities to Salesforce from ZenProspect, link your Salesforce account and as a Non-Admin on your team. 

Navigate to Settings > You

Click the blue "Connect" button. This will prompt you to log into your Salesforce instance. And, you're set! This extra step will allow you to correctly log activities from your ZenProspect account in Salesforce under your user name.