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How to connect Apollo and OpenPhone
Create a New Scenario to Connect Apollo and OpenPhone
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Apollo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Apollo or OpenPhone will be your first step. To do this, click "Choose an app," find Apollo or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Apollo Node
Select the Apollo node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Apollo node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
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Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Apollo and OpenPhone Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Apollo and OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Apollo, OpenPhone, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Apollo and OpenPhone integration works as expected. Depending on your setup, data should flow between Apollo and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Apollo and OpenPhone
Apollo + OpenPhone + Slack: When a new contact is created in Apollo, a task is created in OpenPhone to call them. A notification is sent in Slack to the sales team to inform them about the new prospect.
OpenPhone + Apollo + HubSpot: When a call event occurs in OpenPhone, the details are logged in Apollo. Then, the corresponding contact information in HubSpot is updated with the call details.
Apollo and OpenPhone integration alternatives
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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See how Latenode works
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FAQ Apollo and OpenPhone
How can I connect my Apollo account to OpenPhone using Latenode?
To connect your Apollo account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Apollo and click on "Connect".
- Authenticate your Apollo and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Apollo calls in OpenPhone?
Yes, with Latenode you can automatically log Apollo calls in OpenPhone, creating a unified view of your communications. This ensures accurate record-keeping without manual entry using our no-code interface and advanced features.
What types of tasks can I perform by integrating Apollo with OpenPhone?
Integrating Apollo with OpenPhone allows you to perform various tasks, including:
- Automatically creating new OpenPhone contacts from qualified Apollo leads.
- Sending SMS messages via OpenPhone to Apollo contacts at specific stages.
- Updating Apollo contact information based on OpenPhone call activity.
- Triggering OpenPhone calls when a new lead enters Apollo.
- Logging OpenPhone call outcomes as notes within Apollo.
What Apollo data can I access within Latenode workflows?
Latenode lets you access contact details, lead statuses, activity history, and other Apollo data. Use this information to personalize and automate your OpenPhone interactions.
Are there any limitations to the Apollo and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on Apollo and OpenPhone API availability.
- Complex workflows might require JavaScript for advanced data transformations.
- Historical data migration between Apollo and OpenPhone may need custom scripting.
