Apollo + Attio Integrations

See the kind of workflows teams build with Apollo and Attio below — describe the exact one you want above and the Agent builds it on demand.

Apollo + Attio When new contacts are created in Apollo, automatically create or update records in Attio.

Sync newly created leads across CRM platforms When a new lead is captured in Apollo, automatically create or update the matching contact in Attio to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Attio, update the corresponding opportunity stage in Apollo for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Apollo, log a status update activity on the corresponding account record in Attio. See details

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Triggers & actions for Apollo and Attio

Everything Apollo and Attio can do inside a workflow — the triggers that start one and the actions that run when it fires.

Apollo Explore Apollo →

A B2B sales intelligence and engagement platform that provides contact database search, email outreach, and lead management.

Triggers

Account Updated

Triggers when an existing Account is updated.

Contact Updated

Triggers when an existing Contact is updated.

New Account

Triggers when a new Account is created.

New Contact

Triggers when a new Contact is created. Note: This trigger may not always fire instantly after Contacts are created in Apollo. Contact information must be verified as up-to-date first, so there may be a delay of up to 30 minutes.

Actions

Create Account

An Account is a company that your team has added to Apollo.

Create Contact

A Contact is a person your team has added to Apollo.

Create Deal

Deals are records that you can use to track possible opportunities with your prospective customers.

Create Task

Creates a Task.

Update Account

Update an existing Account.

Update Contact

Update an already existing Contact.

Attio Explore Attio →

A fully customizable, data-driven CRM platform built for modern sales, venture capital, and relationship management workflows.

Triggers

Call Recording Created

Triggers when a call recording finishes uploading in Attio. The video link expires one hour after the trigger fires.

List Entry Created

Triggers when a record, such as a person, company or deal, is added to a list.

List Entry Deleted

Triggers when a record is removed a list.

List Entry Updated

Triggers when an attribute on a list entry is updated.

Record Created

Triggers when a record, such as a person, company or deal, is created.

Record Deleted

Triggers when a record, such as a person, company or deal, is deleted.

Actions

Create or Update List Entry by Parent Record

Creates or updates a list entry by parent record. If an entry for the parent record already exists, it will be updated. Otherwise, it will be created. If multiple entries for the record exist in the list, an error will occur.

Create or Update Record

Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.

Create List Entry

Add a record to a specified list and set values for the new entry.

Create Note

Creates a new note on a given record.

Create Record

Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.

Create Storage Location

Connects a folder from a file provider (eg. Dropbox) to a record.

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