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Connect Agile CRM to Apollo

Use 3 documented Agile CRM triggers to run 10 documented Apollo actions.

3 source triggers
10 target actions

Why Connect Agile CRM & Apollo?

Start with a Agile CRM event

Choose from 3 documented triggers, including New Contact, New Task, New Ticket.

Run a Apollo action

Send the event into one of 10 documented actions, such as Add Contacts to Sequence, Create or Update Account, Create or Update Contact.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Agile CRM

Triggers (3)

New Contact

Emit new event when a new contact is created

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New Task

Emit new event when a new task is created

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New Ticket

Emit new event when a new ticket is created

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Actions (14)

Add Score to Contact

Used to change the score of a contact. See the documentation

Add Tags to Contact

Adds a tag or tags to an existing contact. See the documentation

Create Company

Create a new company in Agile CRM. See the documentation

Create Contact

Create a new contact in Agile CRM. See the documentation

Create Contact Note

Adds a note to a contact. See the documentation

Create Deal

Create a new deal in Agile CRM. See the documentation

Create Deal Note

Adds a note to a deal. See the documentation

Create Task

Create a new task in Agile CRM. See the documentation

Create Ticket

Create a new ticket in Agile CRM. See the documentation

List Filter Options

Retrieves available options for the Filter field.

Update Company

Updates an existing company in Agile CRM. See the documentation

Update Contact

Update an existing contact in Agile CRM. See the documentation

Update Deal

Updates an existing deal in Agile CRM. See the documentation

Update Deal Note

Update a note attached to a deal. See the documentation

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Apollo

Actions (10)

Add Contacts to Sequence

Adds one or more contacts to an email outreach sequence in Apollo. Requires a sequence ID, contact IDs, and a sending email account ID. Use **List Metadata** (type sequences) to find sequence IDs, (type email_accounts) to find email account IDs. Use **Search Contacts** to find contact IDs to enroll. Set sequenceActiveInOtherCampaigns to true to enroll contacts already active in other sequences. See the documentation

Create or Update Account

Creates a new account (company) or updates an existing one in your Apollo CRM. To create, omit accountId and provide at least a name. To update, provide the accountId and any fields to change. Use **Search Accounts** to find existing accounts before updating. Use **List Metadata** (type account_stages) to discover valid stage IDs. See the documentation

Create or Update Contact

Creates a new contact or updates an existing one in your Apollo CRM. To create, omit contactId and provide at least an email. To update, provide the contactId and any fields to change. Use **Search Contacts** to find existing contacts by name or email before updating. Use **List Metadata** (type contact_stages) to discover valid stage IDs. The accountId links this contact to a company — use **Search Accounts** to find the account ID. See the documentation

Create or Update Opportunity

Creates a new opportunity (deal) or updates an existing one in your Apollo CRM. To create, omit opportunityId and provide name, opportunityStageId, closedDate, and accountId. To update, provide the opportunityId and any fields to change. Use **Get Opportunity** to fetch current details before updating. Use **List Metadata** (type opportunity_stages) to discover valid stage IDs, and **Search Accounts** to find account IDs. Use **Get Current User** to find owner IDs. See the documentation

Enrich Person

Enriches a person's information using Apollo's 270M+ contact database. Pass any combination of name, email, domain, organization, or LinkedIn URL — the more info you provide, the better the match. This action consumes Apollo enrichment credits. Returns detailed profile data including title, company, seniority, phone numbers, and social profiles. Do NOT pass personal social media URLs as the domain — use only company domains like apollo.io. If revealPhoneNumber is true, you must also provide a webhookUrl where Apollo will POST the phone data asynchronously. See the documentation

Get Current User

Returns the authenticated user's profile including their ID, name, email, and team information. Use this tool first to identify the current user's ID for filtering records by owner in **Search Contacts** or **Search Accounts**. See the documentation

Get Opportunity

Fetches a single opportunity (deal) by ID with full details including name, amount, stage, close date, owner, and linked account. Use **Create or Update Opportunity** to modify it after retrieval. See the documentation

List Metadata

Lists metadata such as stages, sequences, labels, email accounts, or team users. Use this tool to discover valid IDs before calling write tools — e.g., find a contact stage ID for **Create or Update Contact**, a sequence ID for **Add Contacts to Sequence**, or an opportunity stage ID for **Create or Update Opportunity**. See the documentation

Search Accounts

Searches for accounts (companies) in your Apollo CRM by name, stage, or sort criteria. Returns account name, domain, industry, and stage. Use this to find accounts before updating them with **Create or Update Account** or linking them to contacts or opportunities. See the documentation

Search Contacts

Searches for contacts in your Apollo CRM by keyword, stage, or sort criteria. Returns contact name, email, title, company, and stage. Use this to find contacts before updating them with **Create or Update Contact** or enrolling them with **Add Contacts to Sequence**. The query parameter searches across name, title, company, and email. See the documentation

Integration Features

3 documented Agile CRM triggers
10 documented Apollo actions
Configurable field mapping
Conditional workflow steps
Execution monitoring

Capability Examples

Agile CRM trigger → Apollo action

Catalog example
Agile CRMAgile CRM

New Contact

ApolloApollo

Add Contacts to Sequence

How It Works

1

Connect Apps

Authenticate your Agile CRM and Apollo accounts

2

Choose a Trigger

Select a documented Agile CRM event

3

Choose an Action

Select the documented Apollo operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented Agile CRM triggers.

Automated Actions

Run one of 10 documented Apollo actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All Agile CRM Integrations

Explore all available Agile CRM connections

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All Apollo Integrations

Explore all available Apollo connections

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