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CRM ⇄ ERP

Apollo.io to JobBOSS² integration — real-time, two-way sync

Keep Apollo.io and JobBOSS² 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 JobBOSS²

Close the gap between front office and back office: Apollo.io and JobBOSS² share customers and status in real time, in both directions.

Apollo.io holds the customer relationship; JobBOSS² 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 Accounts, People (database records), Sequences, Deals (Opportunities) in Apollo.io with Invoices, Shipments, Customers, Quotes / Estimates in JobBOSS² 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

  • Land sequence enrollment status and outcomes in a warehouse for outbound performance reporting.
  • Deduplicate contacts across Apollo and the CRM by syncing on email as the match key.
  • Sync quotes and jobs from JobBOSS² to a CRM so estimators and sales share live status on make-to-order work
  • Push won CRM deals into JobBOSS² as quotes or orders without re-keying part and customer details

One customer master

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

Where JobBOSS² manages people and org data: keep Apollo.io aligned

Owners, territories, and org structure informed by JobBOSS² stay current in Apollo.io.

Where JobBOSS² handles order-to-cash: closed-won flows through

A deal won in Apollo.io creates or updates the customer in JobBOSS² with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Apollo.io and JobBOSS²

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 JobBOSS² objects
Tasks and calls Rep activity records synced for activity reporting and coaching workflows. Invoices Billing documents flow to accounting and BI systems.
Custom fields Account- and contact-level custom attributes mapped field-by-field in a sync. Shipments Shipment records close the loop to customers and CRM records.
Contacts People saved to your Apollo account, synced with emails, phone numbers, and enrichment fields. Customers Customer records sync with CRM accounts so sales and the shop share one file.
Accounts Company records with firmographic attributes, matched to CRM accounts during sync. Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP.
People (database records) Prospects from Apollo's global database, pulled into downstream systems once enriched or saved. Jobs / Work Orders Job records carry production status back to sales and customer-facing tools.
Sequences Outreach cadences (emailer campaigns in the API); enrollment status is read to track which contacts are being worked. Routings & Operations Operation steps support scheduling and costing data in external reporting.
What ships with Apollo.io ⇄ JobBOSS²

Connect Apollo.io and JobBOSS² for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Apollo.io–JobBOSS² connection.

Real-time

Two-way sync

Changes in Apollo.io or JobBOSS² instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Apollo.io or JobBOSS² 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 JobBOSS² record.

Observability

Monitoring

Track your Apollo.io ⇄ JobBOSS² 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 JobBOSS².

How the Apollo.io and JobBOSS² 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

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Apollo.io to JobBOSS² — 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 JobBOSS² 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
    JobBOSS² connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Apollo.io and JobBOSS² 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 ⇄ JobBOSS²
    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 JobBOSS²
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Apollo.io and JobBOSS² 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 JobBOSS².

Popular · 8 of 386
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