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CRM ⇄ Business productivity

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

Keep Apollo.io and Servicemax 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 Servicemax

Sync what happens in Servicemax 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 Servicemax 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 Work Orders, Work Details, Installed Products, Service Contracts in Servicemax to Sequences, Deals (Opportunities), Tasks and calls, Custom fields in Apollo.io with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Apollo.io, and CRM data flows the other way wherever Servicemax can store and use it.

Common use cases

  • 01 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
  • 02 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
  • 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 Servicemax processes payments

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

Where Servicemax can store CRM context: fields kept current

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

Where Servicemax supplies contact or company data

Enriched fields land directly on records in Apollo.io, and refreshes keep them from going stale.

What you can sync between Apollo.io and Servicemax

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 Servicemax objects How this pairing syncs
Contacts People saved to your Apollo account, synced with emails, phone numbers, and enrichment fields. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Accounts Company records with firmographic attributes, matched to CRM accounts during sync. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. 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.
Custom fields Account- and contact-level custom attributes mapped field-by-field in a sync. Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Custom fields is specific to Apollo.io and Stock History to Servicemax — each maps to any object or custom field on the other side.
People (database records) Prospects from Apollo's global database, pulled into downstream systems once enriched or saved. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. People (database records) is specific to Apollo.io and Cases to Servicemax — each maps to any object or custom field on the other side.
Sequences Outreach cadences (emailer campaigns in the API); enrollment status is read to track which contacts are being worked. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Sequences is specific to Apollo.io and Products to Servicemax — 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. Work Orders SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close. Deals (Opportunities) is specific to Apollo.io and Work Orders to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Apollo.io and Servicemax

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 Servicemax 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 Servicemax through its API, with automatic retries and rate-limit backoff.

Servicemax Apollo.io Sub-second propagation

DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.

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.
  • Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Apollo.io ⇄ Servicemax

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

Track your Apollo.io ⇄ Servicemax 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 Servicemax.

How the Apollo.io and Servicemax 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

Servicemax

Integration surface
Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
Authentication
Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
Change detection
Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
Capabilities
read · write · CDC
Rate limits
Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works

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

    Choose tables

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

Apollo.io and Servicemax 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.

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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 413 integrations available for Apollo.io and Servicemax.

Popular · 7 of 413
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