CRM actions

Services

Apollo actions

• Account: CreateCreate an account (company) in your Apollo CRM. Needs a name or domain.
• Account: Get by IDFetch a single Apollo account by its ID (Apollo master key required).
• Account: UpdateUpdate an existing Apollo account by ID. Only supplied fields change.
• Accounts: SearchSearch the accounts saved in your Apollo CRM by name, stage and list.
• Companies: SearchSearch Apollo's company database by name, location and headcount.
• Company: Bulk EnrichEnrich up to 10 companies at once from a comma-separated list of domains.

Salesforce actions

• Salesforce: Activate ContractMark a signed contract as Activated so it counts as live. Salesforce stamps who activated it and when. Activating is one-way, so this is the step to run once the signature is actually in.
• Salesforce: Activate OrderActivate an order once its product lines are in place, so it counts as a real order rather than a draft. Salesforce stamps who activated it and when, and locks the product lines from further changes.
• Salesforce: Add Campaign MemberSign a lead or a contact up to a Salesforce campaign and set where they have got to: Sent, Responded, Registered, whatever your campaign uses. Give either a Lead or a Contact, not both.
• Salesforce: Add Case CommentPost a comment onto a Salesforce case: an internal note for the team, or a reply the customer can see in the portal.
• Salesforce: Add Contact to CampaignSign a contact up to a Salesforce campaign with a member status such as Sent, Registered or Responded. Optionally update their status if they are already on the list.
• Salesforce: Add Contact to OpportunityLink a contact to a deal and say what part they play in it - decision maker, influencer, technical buyer. This is how a deal stays reportable and how anyone knows who to ring.