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CRM ⇄ Accounting and finance

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

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

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

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Why teams connect Apollo.io and Recurly

Sync customers, invoices, and payment status between Recurly 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. Recurly 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 Measured Units and Usage, Accounts, Subscriptions, Plans in Recurly 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

  • 01 Trigger revenue-recognition or ERP entries when new_subscription and canceled_subscription webhooks fire.
  • 02 Post usage records to Measured Units on metered Subscriptions from a metering database before each bill run.
  • 03 Deduplicate contacts across Apollo and the CRM by syncing on email as the match key.
  • 04 Push CRM opportunity stages back into Apollo so reps see pipeline context while sequencing.

Common sync patterns

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

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

Payment status on the account

Invoice and payment status from Recurly appears on the account in Apollo.io, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

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

What you can sync between Apollo.io and Recurly

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 Recurly objects How this pairing syncs
Accounts Company records with firmographic attributes, matched to CRM accounts during sync. Accounts Customer/billing entity records keyed by account_code; the anchor most subscriptions and invoices hang off. Synced two-way with CRM accounts or a customer database. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Sequences Outreach cadences (emailer campaigns in the API); enrollment status is read to track which contacts are being worked. Plans The product and pricing catalog (plan codes, intervals, add-ons); usually mastered in Recurly and read out, or mirrored from a product database. Sequences is specific to Apollo.io and Plans to Recurly — each maps to any object or custom field on the other side.
Deals (Opportunities) Pipeline records that can be read and written to keep Apollo aligned with the CRM of record. Invoices Charge and credit billing documents; read-heavy for revenue reporting, and creatable through Purchases for one-off charges. Deals (Opportunities) is specific to Apollo.io and Invoices to Recurly — each maps to any object or custom field on the other side.
Tasks and calls Rep activity records synced for activity reporting and coaching workflows. Transactions Individual payment attempts — captures, refunds, and voids; typically read into a warehouse for reconciliation and dunning analysis. Tasks and calls is specific to Apollo.io and Transactions to Recurly — each maps to any object or custom field on the other side.
Custom fields Account- and contact-level custom attributes mapped field-by-field in a sync. Line Items One-time charges and credits on an account outside a subscription; synced for accurate revenue and adjustment reporting. Custom fields is specific to Apollo.io and Line Items to Recurly — each maps to any object or custom field on the other side.
Contacts People saved to your Apollo account, synced with emails, phone numbers, and enrichment fields. Coupons and Redemptions Discount definitions and their application to accounts and subscriptions; read for discount and promotion analysis. Contacts is specific to Apollo.io and Coupons and Redemptions to Recurly — each maps to any object or custom field on the other side.

How changes propagate between Apollo.io and Recurly

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Apollo.io Recurly Interval-based propagation

DetectionStacksync polls Apollo.io for changes on an incremental schedule, reading only records changed since the previous pass. Polling on updated-at timestamps.

DeliveryEach detected change is written to Recurly through its API, with automatic retries and rate-limit backoff.

Recurly Apollo.io Sub-second propagation

DetectionRecurly notifies Stacksync of record changes through webhook events. Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints.

DeliveryEach detected change is written to Apollo.io through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Apollo.io: Rate limits and enrichment credits vary by plan; bulk endpoints are throttled separately from single-record calls.
  • Recurly: Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
What ships with Apollo.io ⇄ Recurly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

Track your Apollo.io ⇄ Recurly 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 Recurly.

How the Apollo.io and Recurly 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

Recurly

Integration surface
REST API (V3, date-versioned; legacy V2 XML API also exists)
Authentication
API key via HTTP Basic auth (key as username, blank password); keys are per-site, with separate sandbox and production keys
Change detection
Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints sorted by updated_at with begin_time/end_time filters
Capabilities
read · write · webhooks
Rate limits
Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
How it works

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

    Choose tables

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

Apollo.io and Recurly integration FAQ

SECURITY

Security teams trust 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 403 integrations available for Apollo.io and Recurly.

Popular · 4 of 403
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