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CRM ⇄ Accounting and finance

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

Keep Apollo.io and Rillet 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 Rillet

Sync customers, invoices, and payment status between Rillet and Apollo.io in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Apollo.io knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Charge, Reimbursement, Custom Field, Account in Rillet to People (database records), Sequences, Deals (Opportunities), Tasks and calls in Apollo.io with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • 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.

Billing detail changes flow back

When a contact or address is corrected in Apollo.io, Rillet gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Apollo.io when chasing a balance, and sales sees that the chase is happening.

Where Apollo.io tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.

What you can sync between Apollo.io and Rillet

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 Rillet objects
People (database records) Prospects from Apollo's global database, pulled into downstream systems once enriched or saved. Journal Entry Synced with incremental and full sync per the Stacksync docs.
Sequences Outreach cadences (emailer campaigns in the API); enrollment status is read to track which contacts are being worked. Invoice Payment Synced with incremental and full sync per the Stacksync docs.
Deals (Opportunities) Pipeline records that can be read and written to keep Apollo aligned with the CRM of record. Charge Synced with incremental and full sync per the Stacksync docs.
Tasks and calls Rep activity records synced for activity reporting and coaching workflows. Reimbursement Synced with incremental and full sync per the Stacksync docs.
Custom fields Account- and contact-level custom attributes mapped field-by-field in a sync. Custom Field Synced with incremental and full sync per the Stacksync docs.
Contacts People saved to your Apollo account, synced with emails, phone numbers, and enrichment fields. Account Synced with incremental and full sync per the Stacksync docs.
What ships with Apollo.io ⇄ Rillet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

Track your Apollo.io ⇄ Rillet 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 Rillet.

How the Apollo.io and Rillet 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

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

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

    Choose tables

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

Apollo.io and Rillet 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 Rillet.

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