When your team relies on Crunchbase and Apollo for company intelligence and Salesforce for managing leads, keeping that data aligned can quickly become a challenge. That’s why we’ve built a pre-configured automation that connects Crunchbase, Apollo, and Salesforce!
This integration pulls organizations from Crunchbase, uses Apollo to find contacts at those organizations, and automatically creates leads in Salesforce, turning company intelligence into pipeline-ready data without any manual input.
How the Crunchbase-Apollo-Salesforce Automation Works
This prebuilt workflow is designed to move seamlessly from company discovery to lead creation.
1. Crunchbase Organization Pull
The automation connects to the Crunchbase API and pulls a list of organizations based on your defined filters, such as industry, location, funding stage, or company size.
2. Organization Processing
Each organization retrieved from Crunchbase is processed individually. This ensures that every company is evaluated and handled accurately within the workflow before moving on to contact discovery.
3. Contact Search with Apollo
Each organization pulled from Crunchbase is passed into Apollo to find relevant people associated with that company for faster, targeted contact discovery.
4. Contact Looping
Once contacts are found, the workflow loops through each person tied to the organization that was returned from Apollo. This allows contacts to be processed one by one, ensuring clean data handling.
5. Contact Validation
Before creating records, the workflow confirms that Apollo has successfully returned usable contact data. This step helps prevent invalid records from entering Salesforce.
6. Salesforce Lead Creation
Validated contacts are then pushed into Salesforce. Key fields such as name, company, title, and contact details are mapped automatically. Once all organizations and contacts have been processed, the workflow completes with Salesforce fully updated and ready for outreach.
Why Connect Crunchbase, Apollo, and Salesforce?
This integration closes the gap between research and execution. Instead of treating discovery, sourcing, and lead creation as separate steps, CloudQix connects them into one automated flow.
With this automation, you can:
- Identify target organizations in Crunchbase
- Source contacts at those organizations using Apollo
- Automatically create Salesforce Leads
- Scale prospecting efforts with consistent, reliable data
Connect Crunchbase, Apollo, and Salesforce with CloudQix
You can deploy this same automation and more directly inside CloudQix. CloudQix enables teams the ability to connect their own systems and automate workflows using an extensive library of prebuilt connectors. With CloudQix, teams can automate complex processes across platforms and deploy workflows themselves in hours instead of weeks.
Create your free CloudQix account today and start turning your data into action!
