CB Insights + Apollo Integrations, Built by an AI Agent
Put CB Insights + Apollo to work with AI and enterprise-grade automation
Learn more about CB Insights integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between CB Insights and Apollo
See the kind of workflows teams build with CB Insights and Apollo below — describe the exact one you want above and the Agent builds it on demand.
CB Insights + Apollo
When business relationship data is pulled from CB Insights, enrich contact and company profiles in Apollo.
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Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in CB Insights, automatically log an activity in Apollo so account managers can respond promptly.
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Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Apollo, prompt CB Insights to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
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Export executive report when a high-value lead is created
When a new lead enters Apollo, automatically generate and export a detailed analytics report in CB Insights to evaluate marketing campaign performance.
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Browse the full workflow library →
Looking to achieve something else with CB Insights and Apollo?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for CB Insights and Apollo
Everything CB Insights and Apollo can do inside a workflow — the triggers that start one and the actions that run when it fires.
CB Insights Explore CB Insights →
CB Insights is an analytics and market intelligence platform that provides data-driven insights into private market transactions, startups, and technology trends.
TriggersTriggers when CB Insights logs a new vendor, client, or partner for a given organization.
Triggers when CB Insights logs one or multiple new investments, acquisitions, or divestitures fitting your search.
Triggers when CB Insights logs one or multiple new companies or investors fitting your search criteria.
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 Analytics & BI apps on Knit
Explore more Analytics & BI integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
360 Application Service
A business analytics dashboard tool that visualizes performance metrics and aggregates operational data for reporting.
Access FastTrack360
A recruitment software platform providing operational analytics, business intelligence, and payroll reporting for staffing agencies.
Atlas
Atlas is a business intelligence platform designed to aggregate organizational data and generate visual performance dashboards.
Auryc
Auryc is a digital analytics platform that provides session replay, heatmaps, and customer behavior insights for web and mobile applications.
Baremetrics
A subscription analytics platform that provides financial dashboards, recurring revenue metrics, and customer churn analysis.
Boloo
Boloo is an e-commerce management and analytics platform designed for sellers operating on online marketplaces like Bol.com and Amazon.
Brieferr
Brieferr is a data reporting and analytics platform that consolidates business metrics into automated summaries and insights for teams.
BuzzBoard Ignite
BuzzBoard Ignite is analytics & BI software.
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.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
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.
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 CB Insights + Apollo
Is there a pre-built CB Insights + Apollo automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches CB Insights and Apollo's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built CB Insights or Apollo connector?
No. The Agent works whether or not CB Insights 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.
How does connecting CB Insights to Apollo help our sales team?
It automatically logs sales milestones into CB Insights for real-time reporting and lets BI alerts update record details or log activities in Apollo when key thresholds are reached.
Can dashboard updates be automated when deals close in Apollo?
Yes, whenever key milestones like winning a deal occur in Apollo, CB Insights can automatically refresh dashboards or export updated reports for leadership.