Automatic Salesforce Contact or Lead Creation From Apollo.io Data
It is now possible to automatically create Salesforce contacts (or leads) from Apollo.io data using our new Apollo.io integration.
To automatically create Salesforce contacts (or leads) for stores created or updated during a weekly workflow, simply add a Contact/Lead Creation Rule to the workflow's Salesforce action.
You can configure multiple contact/lead creation rules and they will each be tried until the maximum number of contacts/leads is reached. This allows you to configure fallback logic such as:
- Find people at the company from Apollo.io working in Marketing with a Director title or above.
- If none found, then query Apollo.io for any people working in Sales.
- If none found, then fallback to using a generic email from the Store Leads database.