Smartsheet and Apollo.io Integration

Explore Triggers and Actions

New Row Added (Instant)

Trigger new event when a row is added to a sheet.

New Comment Added (Instant)

Trigger new event when a comment is added in a sheet.

New Row Deleted (Instant)

Trigger new event when a row is deleted from a sheet.

New Row Updated (Instant)

Trigger new event when a row is upedated in a sheet.

Add Contacts to Sequence

Adds one or more contacts to a sequence in Apollo.io.

Create Account

Creates a new account in Apollo.io.

Create Contact

Creates a new contact in Apollo.io.

Create Opportunity

Creates a new opportunity in Apollo.io.

Create Or Update Contact

Creates or updates a specific contact. If the contact email already exists, it's updated. Otherwise, a new contact is created.

Get Opportunity

Gets a specific opportunity in Apollo.io.

People Enrichment

Enriches a person's information, the more information you pass in, the more likely we can find a match.

Search For Contacts

Search for contacts in Apollo.io.

Search For Sequences

Search for sequences in Apollo.io.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Smartsheet and Apollo.Io?

The Smartsheet and Apollo.io integration empowers teams to streamline lead management and project tracking by syncing Apollo.io’s rich prospect data directly into Smartsheet. Automate lead imports, update contact details, and manage outreach campaigns without switching platforms, enabling smarter decision-making and enhanced collaboration across sales and operations.

Frequently asked questions

What benefits does the Smartsheet and Apollo.io integration offer?

This integration allows you to automate the flow of prospect and lead data from Apollo.io into Smartsheet, helping you keep your sales pipeline and project plans up-to-date in one centralized platform. It reduces manual data entry, improves accuracy, and accelerates your sales and project workflows.

How do I set up the integration between Smartsheet and Apollo.io?

You can set up the integration by connecting your Apollo.io account within Smartsheet’s integration settings or via a third-party automation tool. Once connected, configure your sync preferences to map Apollo.io lead fields to your Smartsheet columns for seamless data transfer.

Can I customize which Apollo.io data syncs to Smartsheet?

Yes, the integration allows you to select specific fields such as contact information, company details, and lead status to sync into Smartsheet. This customization ensures you only import relevant data tailored to your team’s workflow.

Is the data sync between Smartsheet and Apollo.io real-time?

The integration supports scheduled syncs at configurable intervals to keep your data fresh. While not always instant, these frequent updates ensure your Smartsheet sheets reflect the latest Apollo.io prospect information.

Do I need technical expertise to use this integration?

No technical expertise is required. The integration is designed for ease of use with guided setup and intuitive configuration options, enabling sales and project teams to get started quickly without developer support.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Smartsheet and Apollo.Io?

Frequently asked questions

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