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ERP ⇄ CRM

Acumatica to Apollo.io integration — real-time, two-way sync

Keep Acumatica and Apollo.io in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Acumatica and Apollo.io

Close the gap between front office and back office: Apollo.io and Acumatica share customers and status in real time, in both directions.

Apollo.io holds the customer relationship; Acumatica runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Deals (Opportunities), Tasks and calls, Custom fields, Contacts in Apollo.io with Vendors, Sales Orders, Invoices, Purchase Orders in Acumatica field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Deduplicate contacts across Apollo and the CRM by syncing on email as the match key.
  • Push CRM opportunity stages back into Apollo so reps see pipeline context while sequencing.
  • Align Acumatica's built-in CRM opportunities and cases with an external sales or support platform.
  • Two-way sync of customers, orders, and invoices between Acumatica and a CRM so sales sees ERP truth without ERP logins.

Where Acumatica handles order-to-cash: closed-won flows through

A deal won in Apollo.io creates or updates the customer in Acumatica with clean data, so fulfillment and invoicing start without re-entry.

Where Acumatica is the finance system of record: money status on the account

Invoice and payment state from Acumatica shows on the account in Apollo.io, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Acumatica and Apollo.io

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Acumatica objects Apollo.io objects
Invoices AR and AP billing documents synced for payment tracking and CRM visibility. Tasks and calls Rep activity records synced for activity reporting and coaching workflows.
Purchase Orders Procurement documents exchanged with supplier-facing systems. Custom fields Account- and contact-level custom attributes mapped field-by-field in a sync.
Stock Items Inventory master data with quantities shared with external sales channels. Contacts People saved to your Apollo account, synced with emails, phone numbers, and enrichment fields.
Shipments Fulfillment documents read to update tracking in storefronts and CRMs. Accounts Company records with firmographic attributes, matched to CRM accounts during sync.
Payments Customer payment records reconciled against invoices from payment platforms. People (database records) Prospects from Apollo's global database, pulled into downstream systems once enriched or saved.
Journal Transactions GL entries replicated into reporting databases. Sequences Outreach cadences (emailer campaigns in the API); enrollment status is read to track which contacts are being worked.
What ships with Acumatica ⇄ Apollo.io

Connect Acumatica and Apollo.io for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Acumatica–Apollo.io connection.

Real-time

Two-way sync

Changes in Acumatica or Apollo.io instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Apollo.io data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Acumatica or Apollo.io record.

Observability

Monitoring

Track your Acumatica ⇄ Apollo.io sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Acumatica and Apollo.io.

How the Acumatica and Apollo.io connectors work

Acumatica

Integration surface
Contract-based REST API (JSON over versioned endpoints), plus SOAP web services and OData access to Generic Inquiries
Authentication
OAuth 2.0 or cookie-based session login with Acumatica credentials
Change detection
Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields
Capabilities
read · write · webhooks

Apollo.io

Integration surface
REST API
Authentication
API key (passed in request headers); master keys unlock account-wide endpoints
Change detection
Polling on updated-at timestamps; webhook callbacks exist only for delivering asynchronous enrichment results, not as a general change-event stream
Capabilities
read · write
Rate limits
Rate limits and enrichment credits vary by plan; bulk endpoints are throttled separately from single-record calls
How it works

How to connect Acumatica to Apollo.io — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Acumatica and Apollo.io with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Acumatica connected
    Apollo.io connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Acumatica and Apollo.io objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Acumatica ⇄ Apollo.io
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Acumatica Apollo.io
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Acumatica and Apollo.io integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Acumatica and Apollo.io.

Popular · 8 of 386
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