Every day at 7am
Fill missing titles on Salesforce leads from Apollo
New Salesforce leads without a title get one from Apollo each morning, plus city and country where those are blank.
Apollo + Salesforce integration
Combine Apollo + Salesforce and move prospect data into Salesforce, or CRM data into Apollo. Just ask Letaido's AI agent and watch it do the work.
Best Apollo and Salesforce integration jobs to start with
Use this Apollo Salesforce integration for lead titles, job change alerts, reply tasks, campaign enrollment and call briefs.
Every Monday at 8am
Job changes on open Salesforce deals
Every Monday, the agent checks contacts on open Salesforce opportunities in Apollo and gives the deal owner a task when one seems to have changed jobs.
Every weekday at 8am
Interested Apollo replies as Salesforce tasks
Every weekday, the agent turns Apollo replies marked interested into Salesforce tasks for the record owner, once per person and sequence.
Every hour
Enroll Salesforce campaign members in Apollo
People who join a Salesforce campaign are saved in Apollo hourly and enrolled in your named sequence, subject to Apollo's own skip rules.
When you ask
Account brief from Salesforce and Apollo
Ask before a call and the agent combines a Salesforce account's open deals and contacts with Apollo's company data, news and open jobs.
Apollo Salesforce integration options, compared
Apollo's managed package syncs records between the two apps. Leta handles the checks and follow-ups around it.
| Option | Records synced both ways | Fills empty Salesforce fields | Job change tasks for deal owners | Interested replies as tasks | Runs on its own |
|---|---|---|---|---|---|
 Letaido AI agent | No | Yes | Yes | Yes | Yes |
| Apollo's Salesforce integration | Yes | Yes | Partly | Partly | Yes |
| Zapier, Make and other recipe tools | Partly | Partly | Partly | Partly | Yes |
Read the full comparison
| Option | How a run begins | Good at | Keep in mind |
|---|---|---|---|
| Letaido AI agent | A timer you set by chatting with Leta, or a one-off chat request | Lead titles, job change alerts, reply follow-ups, campaign enrollment and account briefs | Leta works in scheduled or requested runs rather than mirroring records. Apollo enrichment uses credits, the account brief's news and job posting reads charge per page, sequence work requires a master API key, and nothing in either app kicks off a run |
| Apollo's Salesforce integration | Continuous sync configured inside Apollo (Settings, Integrations, Salesforce) once a Salesforce admin installs Apollo's managed package | Bringing Salesforce records into Apollo and sending contacts, leads, accounts, deals, emails, tasks and calls back. Most contact and company syncs finish within 15 to 30 minutes | Made by Apollo. Setup takes Salesforce admin rights, a dedicated integration user and stage and field mapping. Tasks and other activities reach Salesforce only as your push settings allow |
| Zapier, Make and other recipe tools | A new or changed record in Apollo or Salesforce, such as a new Apollo account or a new Salesforce lead | Prebuilt recipes that mirror records, like Salesforce leads from new Apollo contacts or Apollo contacts from new Salesforce contacts | Every trigger, field mapping and filter is yours to build and maintain, one recipe per direction; with Leta you describe the outcome |
Apollo and Salesforce: the old way vs. Letaido
- 1Build a list view of untitled leads
- 2Open each lead
- 3Look the person up in Apollo
- 4Note title, city, country
- 5Type them into the lead
Every morning at 7am, take open Salesforce leads created during the last 24 hours (plus 5 minutes so nothing slips between runs) that have an email and a blank Title. Find each person in Apollo, write their title to the lead, and add city and country only where the lead has none. Leave leads Apollo doesn't recognise alone and report how many were updated.
Lead: Priya Raman
Title: Director of Procurement
City: Austin
Country: United States
How Apollo and Salesforce jobs start
On a schedule
Saved as an automation, like these jobs: every day at 7am, every Monday at 8am or every weekday at 8am. Neither app sends events to Letaido.
When you ask
One message, 133 Apollo and Salesforce actions to draw on.
How to set up the Apollo Salesforce integration
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1Paste an Apollo master API key
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2Connect with Salesforce after a one time admin setup
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3Approve the first Apollo and Salesforce run
Allow all read operations once per app; approve each kind of write once.
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4Check the first result in chat
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5Pick a schedule
Every Apollo and Salesforce action the agent can take
Apollo
12 groups: 40 reads, 27 writes
- Enrich people and companies
- Access conversations
- Admin and advanced
- 9 more
Bulk create contacts · Update account · Get deal · Search contacts
Salesforce
12 groups: 42 reads, 25 writes
- Run and manage reports
- View and refresh dashboards
- Publish platform events
- 9 more
Clone report · Search · Get updated records · Get dashboard status
Frequently asked
Does Apollo integrate with Salesforce? +
Yes. Apollo's managed package syncs records between the two apps. Leta adds the checks and follow-ups on this page, such as lead titles and job change alerts.
How do I connect Apollo to Salesforce in Letaido? +
Paste an Apollo master API key, then sign in to Salesforce once your admin has done the one time setup. After that, describe the job you want in chat.
Does it spend Apollo credits? +
Yes. Apollo enrichment, like matching a lead or looking up a company, uses credits from your Apollo plan, and the account brief's news and job posting reads charge per page. Enrolling people in a sequence needs an Apollo master API key too.
Can it create duplicate records? +
No new leads or contacts are made in Salesforce: jobs only fill blank fields on existing leads or add tasks. When campaign members go to Apollo, Apollo's dedupe reuses contacts it already has, unchanged, instead of adding a copy.
Can a new Salesforce lead start a job? +
No. Nothing in Apollo or Salesforce can kick off a run. Jobs run on a timer, like each morning at 7am, or the moment you ask in chat.
Will Leta ask before it changes Salesforce or Apollo? +
Allow all read operations once per app; approve each kind of write once.
Put Apollo and Salesforce to work today
Connect Apollo and Salesforce, then ask for a job like "Add Apollo titles to new Salesforce leads each morning". Leta gets it done on your schedule, or the moment you ask.
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