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CRM ⇄ Business productivity

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

Keep Apollo.io and ConnectWise 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 Apollo.io and ConnectWise

Sync what happens in ConnectWise with the customer records in Apollo.io, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever ConnectWise holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Invoices, Configurations, Members, Activities in ConnectWise to Accounts, People (database records), Sequences, Deals (Opportunities) in Apollo.io with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Apollo.io, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
  • Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • Push CRM opportunity stages back into Apollo so reps see pipeline context while sequencing.
  • Land sequence enrollment status and outcomes in a warehouse for outbound performance reporting.

Where ConnectWise processes payments

Charges, refunds, and subscription changes appear on the account in Apollo.io, so revenue context lives with the relationship.

Where ConnectWise can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Apollo.io sync into ConnectWise, so people working there have the context without switching tools.

Where ConnectWise handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Apollo.io, so sales sees open issues before the next call.

What you can sync between Apollo.io and ConnectWise

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.

Apollo.io objects ConnectWise objects
People (database records) Prospects from Apollo's global database, pulled into downstream systems once enriched or saved. Invoices Billing records reconciled against accounting systems.
Sequences Outreach cadences (emailer campaigns in the API); enrollment status is read to track which contacts are being worked. Configurations Managed devices and assets tied to companies, useful for asset inventory syncs.
Deals (Opportunities) Pipeline records that can be read and written to keep Apollo aligned with the CRM of record. Members Internal users and technicians referenced by tickets and time entries.
Tasks and calls Rep activity records synced for activity reporting and coaching workflows. Activities Sales and service activity records synced for engagement reporting.
Custom fields Account- and contact-level custom attributes mapped field-by-field in a sync. Companies Client and prospect account records that anchor most other PSA data in a sync.
Contacts People saved to your Apollo account, synced with emails, phone numbers, and enrichment fields. Contacts People attached to companies, commonly synced against CRM contact records.
What ships with Apollo.io ⇄ ConnectWise

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Apollo.io or ConnectWise 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 Apollo.io or ConnectWise record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Apollo.io and ConnectWise connectors work

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

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration
How it works

How to connect Apollo.io to ConnectWise — 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 Apollo.io and ConnectWise 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
    Apollo.io connected
    ConnectWise connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Apollo.io and ConnectWise 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 · Apollo.io ⇄ ConnectWise
    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
    Apollo.io ConnectWise
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Apollo.io and ConnectWise 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 Apollo.io and ConnectWise.

Popular · 8 of 386
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