CRM & sales systems
Create and update contacts, accounts, deals, and tasks, or search for contacts in your workflows.
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 contactAdd a new contact to Apollo when a lead submits a form or a user signs up in your app.
- Find contactLook up an existing contact to use or update its details in later steps — and avoid duplicates.
- Update contactKeep contact details current when users edit their profile or new information arrives.
- Create accountAdd a company account when a new organization signs up or is registered through your app.
- Update accountRefresh account details as company information changes in your Softr database.
- Create dealOpen a new deal when a qualified lead comes in or a client requests a quote.
- Update dealMove deals through your pipeline — change stage, value, or owner — based on activity in your app.
- Create taskQueue a follow-up task for your sales team when a lead acts or a deal needs attention.
- Update taskAdjust or complete tasks automatically as the related work gets done.
Example use cases
Usecase
Description
- Lead capture to pipelineWhen a lead form is submitted in your Softr app, create the contact, open a deal, and assign a follow-up task.
- Sign-ups to CRMAdd every new app member as an Apollo contact, attached to their company account.
- Quote requests to dealsWhen a client requests pricing through your portal, create a deal with the request details already filled in.
- Keep accounts currentWhen a client updates company info in your portal, update the matching Apollo account automatically.
- Stage-driven tasksWhen a record's status changes in your admin dashboard, update the deal stage and create the next task.
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.
