Apollo integration

Connect Apollo with your Softr applications to keep your sales pipeline in sync with what happens in your app. Turn form submissions into contacts, portal activity into deals, and follow-ups into tasks — automatically, without copying data between tools.

Overview

The Softr Apollo integration lets your workflows create and update the core records of your Apollo workspace: contacts, accounts, deals, and tasks. When a lead comes in through your Softr app, the workflow can find or create the matching contact, attach it to an account, open a deal, and queue a task for your sales team — all in one pass.

In a typical Softr app, Apollo connects your customer-facing surfaces to your sales engine: lead-capture forms feed the pipeline, client portals update account data, and admin dashboards create follow-up tasks — so your CRM reflects reality without manual entry.

Available Actions

Create contact

Add a new contact to Apollo when a lead submits a form or a user signs up in your app.

Find contact

Look up an existing contact to use or update its details in later steps — and avoid duplicates.

Update contact

Keep contact details current when users edit their profile or new information arrives.

Create account

Add a company account when a new organization signs up or is registered through your app.

Update account

Refresh account details as company information changes in your Softr database.

Create deal

Open a new deal when a qualified lead comes in or a client requests a quote.

Update deal

Move deals through your pipeline — change stage, value, or owner — based on activity in your app.

Create task

Queue a follow-up task for your sales team when a lead acts or a deal needs attention.

Update task

Adjust or complete tasks automatically as the related work gets done.

Key Benefits

• Pipeline without data entry: Leads, accounts, and deals create themselves from app activity — your team just follows up.
• No duplicates: Find contacts before creating them, so your Apollo workspace stays clean.
• Full sales loop: Cover the whole chain — contact, account, deal, task — from one visual workflow.
• Faster follow-up: Tasks land in Apollo the moment a lead acts, so no opportunity waits in an inbox.

Example Use Cases

How to Connect Softr with Apollo

1. Open your Softr app and go to Workflows.
2. Create a new workflow and add an Apollo action.
3. Click Connect Apollo and paste your Apollo API key. You can create one in Apollo under Settings → Integrations → API.
4. Pick the action you need — contact, account, deal, or task.
5. Map fields from your Softr forms, records, or previous workflow steps to the action’s inputs.
6. Save and activate your workflow.