Cash Flow Portal + Apollo Integrations
Put Cash Flow Portal + Apollo to work with AI and enterprise-grade automation
Learn more about Cash Flow Portal integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between Cash Flow Portal and Apollo
See the kind of workflows teams build with Cash Flow Portal and Apollo below — describe the exact one you want above and the Agent builds it on demand.
Cash Flow Portal + Apollo
Sync new or updated investment details from Cash Flow Portal into Apollo CRM records.
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Sync newly created leads across CRM platforms
When a new lead is captured in Cash Flow Portal, automatically create or update the matching contact in Apollo to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Apollo, update the corresponding opportunity stage in Cash Flow Portal for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Cash Flow Portal, log a status update activity on the corresponding account record in Apollo.
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Browse the full workflow library →
Looking to achieve something else with Cash Flow Portal and Apollo?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Cash Flow Portal and Apollo
Everything Cash Flow Portal and Apollo can do inside a workflow — the triggers that start one and the actions that run when it fires.
Cash Flow Portal Explore Cash Flow Portal →
Cash Flow Portal is a real estate investment management platform designed to help syndicators manage investors, capital raising, and deals.
TriggersTriggers when a new contact is created.
Triggers when investment is created or updated in any of user-owned deals.
Triggers when a new investment is created. For use with ActiveCampaign.
Triggers when a new investment is created in any of your deals.
Triggers when a contact is recently created or updated.
Triggers when an investment is fund-fully-received. For use with ClickUp.
Creates a meeting for an existing contact in Cash Flow Portal.
If contact exists, update the contact, otherwise create a contact.
Apollo Explore Apollo →
A B2B sales intelligence and engagement platform that provides contact database search, email outreach, and lead management.
TriggersTriggers when an existing Account is updated.
Triggers when an existing Contact is updated.
Triggers when a new Account is created.
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.
An Account is a company that your team has added to Apollo.
A Contact is a person your team has added to Apollo.
Deals are records that you can use to track possible opportunities with your prospective customers.
Creates a Task.
Update an existing Account.
Update an already existing Contact.
Other CRM apps on Knit
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1CRM
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ABC GymSales
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AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Active Knocker
Active Knocker is a canvassing and door-to-door sales management software designed to track field reps and leads.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Active Knocker
Active Knocker is a canvassing and door-to-door sales management software designed to track field reps and leads.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Cash Flow Portal + Apollo
Is there a pre-built Cash Flow Portal + Apollo automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Cash Flow Portal and Apollo's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Cash Flow Portal or Apollo connector?
No. The Agent works whether or not Cash Flow Portal or Apollo already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.