CRM · 0 triggers · 10 actions
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Add Apollo to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Apollo.
Searches for contacts in your Apollo CRM by keyword, stage, or sort criteria. Returns contact name, email, title, company, and stage. Use this to find contacts before updating them with Create or Update Contact or enrolling them with Add Contacts to Sequence. The query parameter searches across name, title, company, and email. View docs
Searches for accounts (companies) in your Apollo CRM by name, stage, or sort criteria. Returns account name, domain, industry, and stage. Use this to find accounts before updating them with Create or Update Account or linking them to contacts or opportunities. View docs
Lists metadata such as stages, sequences, labels, email accounts, or team users. Use this tool to discover valid IDs before calling write tools — e.g., find a contact stage ID for Create or Update Contact, a sequence ID for Add Contacts to Sequence, or an opportunity stage ID for Create or Update Opportunity. View docs
Fetches a single opportunity (deal) by ID with full details including name, amount, stage, close date, owner, and linked account. Use Create or Update Opportunity to modify it after retrieval. View docs
Returns the authenticated user's profile including their ID, name, email, and team information. Use this tool first to identify the current user's ID for filtering records by owner in Search Contacts or Search Accounts. View docs
Enriches a person's information using Apollo's 270M+ contact database. Pass any combination of name, email, domain, organization, or LinkedIn URL — the more info you provide, the better the match. This action consumes Apollo enrichment credits. Returns detailed profile data including title, company, seniority, phone numbers, and social profiles. Do NOT pass personal social media URLs as the domain — use only company domains like apollo.io. If revealPhoneNumber is true, you must also provide a webhookUrl where Apollo will POST the phone data asynchronously. View docs
Creates a new opportunity (deal) or updates an existing one in your Apollo CRM. To create, omit opportunityId and provide name, opportunityStageId, closedDate, and accountId. To update, provide the opportunityId and any fields to change. Use Get Opportunity to fetch current details before updating. Use List Metadata (type opportunity_stages) to discover valid stage IDs, and Search Accounts to find account IDs. Use Get Current User to find owner IDs. View docs
Creates a new contact or updates an existing one in your Apollo CRM. To create, omit contactId and provide at least an email. To update, provide the contactId and any fields to change. Use Search Contacts to find existing contacts by name or email before updating. Use List Metadata (type contact_stages) to discover valid stage IDs. The accountId links this contact to a company — use Search Accounts to find the account ID. View docs
The leading AI Sales Platform
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Follow the setup prompts for Apollo. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add an Apollo action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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