Connect Apollo to Salesforce
Automate Apollo and Salesforce with AI
Sales reps research in Apollo.io but close in Salesforce, and the handoff breaks when titles and emails never copy over. Your Operator agent on OpenClaw matches Apollo contacts to Salesforce leads, syncs enrichment when a record changes, and logs outbound activity on the Salesforce timeline when a sequence step completes. Ask for every account Apollo flagged as hiring and it returns the list with matching Salesforce opportunities attached.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Apollo and Salesforce
What your agent does in Apollo
Add Contacts to Sequence
Adds contacts to a specified Apollo email sequence and returns the contact details. `sequence_id`, `emailer_campaign_id`, and `send_email_from_email_account_id` must be retrieved from Apollo listing/search endpoints before calling this t...
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io'). Each call consumes Apollo credits per domain enriched; monitor quota to avoid exhaustion...
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from Apollo's database. Each call consumes Apollo credits; avoid re-enriching the same contacts. Responses may include null or missing fields (e.g., email, pho...
Bulk update account stage
Bulk updates the stage for specified existing Apollo.io accounts, moving them to a valid new account stage.
Create an Apollo account
Creates a new account in Apollo.io; a new record is created even if a similar account exists, and provided `owner_id` or `account_stage_id` must be valid existing IDs. The response includes the new account's ID, which can be used directl...
Bulk create Apollo accounts
Creates multiple accounts in Apollo.io with a single API call (maximum 100 accounts per request). Use when creating multiple company records at once.
What your agent does in Salesforce
Add contact to campaign
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
Add lead to campaign
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...
Add product to opportunity
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...
Associate contact to account
Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
How it works
Tell the agent what you want to happen between Apollo and Salesforce, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Apollo, works out what to do, and runs the matching action in Salesforce without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Apollo and Salesforce
- How do I connect Apollo and Salesforce to Operator?
- You authorize Apollo and Salesforce once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Apollo and Salesforce?
- You describe the outcome in plain language and your agent works between the two, reading from one and acting in the other. It picks the right Apollo and Salesforce actions on its own, so you do not map fields or pick triggers.
- Can my agent keep Apollo and Salesforce in sync?
- Yes. It can watch Apollo and act in Salesforce, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Apollo and Salesforce integrations
Put your agent on Apollo and Salesforce
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
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