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How to connect Apollo and Salesmate
Create a New Scenario to Connect Apollo and Salesmate
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 Salesmate will be your first step. To do this, click "Choose an app," find Apollo or Salesmate, 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 Salesmate Node
Next, click the plus (+) icon on the Apollo node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
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Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the Apollo and Salesmate 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 Salesmate 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, Salesmate, 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 Salesmate integration works as expected. Depending on your setup, data should flow between Apollo and Salesmate (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 Salesmate
Apollo + Salesmate + Slack: When a new contact is created in Apollo, create a corresponding contact in Salesmate and send a notification to a designated Slack channel.
Salesmate + Apollo + Google Sheets: When a deal is closed in Salesmate, update the corresponding contact information in Apollo and record the successful deal in a Google Sheet.
Apollo and Salesmate 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 Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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FAQ Apollo and Salesmate
How can I connect my Apollo account to Salesmate using Latenode?
To connect your Apollo account to Salesmate 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 Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesmate contacts from Apollo leads?
Yes, you can! Latenode automates contact creation in Salesmate using new Apollo leads. This eliminates manual data entry, freeing your team to focus on nurturing promising prospects.
What types of tasks can I perform by integrating Apollo with Salesmate?
Integrating Apollo with Salesmate allows you to perform various tasks, including:
- Automatically creating Salesmate deals from qualified Apollo leads.
- Updating Salesmate contact information based on Apollo activity.
- Triggering email sequences in Salesmate when a lead reaches a stage in Apollo.
- Syncing custom fields between Apollo and Salesmate for enhanced data visibility.
- Logging Apollo call data and notes directly into Salesmate contact records.
What Apollo data can I access within Latenode workflows?
Latenode allows access to Apollo contacts, companies, activities, and custom fields. Use this data to build tailored Salesmate automations.
Are there any limitations to the Apollo and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Apollo and Salesmate may affect high-volume data transfers.
- Complex custom field mappings might require advanced configuration within Latenode.
- Initial data synchronization can take time depending on the size of your databases.
