Question

How can I create synced contacts and accounts in Apollo and Freshsales through Zapier?

  • 20 February 2024
  • 1 reply
  • 15 views

Hello,

I am currently trying to integrate Apollo and Freshsales Suite.

The objective is that when one contact is created in Apollo, it must be created in Freshsales. However, the Account must also be created if it doesn’t exist in Freshsales.

So something like:

(Apollo) Create contact → (Freshsales) Check if account exists, if not then create and associate contact with this account → (Freshsales) Check if contact exists, if not then create and associate account with this contact

 

Is this possible? Do we need to break it up into two workflows (one for creating or finding the account and another for the contact)

 

Thank you! 


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1 reply

Userlevel 7
Badge +14

Hi @josecruz 

Have you tried to create the Zap steps and test?

To give us more context, post screenshots with how your Zap steps are outlined and configured.

You may have to use Paths to handle the different logic cases: https://help.zapier.com/hc/en-us/articles/8496288555917

NOTE: Paths require a Zapier Pro+ plan.

 

Check the available Zap app triggers/actions:

Apollo: https://zapier.com/apps/apollo/integrations#triggers-and-actions

Freshsales Suite: https://zapier.com/apps/freshsales-suite/integrations#triggers-and-actions