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Module 06 · Integrations

Apollo.io

Coming soon

Let Sales search Apollo.io for people and companies and read your contacts, deals, and sequences to build prospect lists. Read only. Coming soon.

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Apollo.io is a database of companies and the people who work there, with tools for outreach. Once you connect it, Sales can find the companies and people that match your ideal customer and build a short, ranked list of who to approach next.

Which assistants use it#

AssistantStatus
SalesComing soon

What assistants can do#

Apollo.io connects through Apollo's own hosted server.

AbilityHow it runs
Search people and companiesReads on its own
Read contacts and accountsReads on its own
Read deals and sequencesReads on its own
Add contacts to a sequence or send outreachNever run from chat

Setup (when it opens)#

  1. In Apollo, open Settings, then Integrations, and choose API.
  2. Create a new key and turn on Set as master key. A key limited to some endpoints does not work here.
  3. Open Integrations in StellarFirm and pick Apollo.io.
  4. Paste the master key, switch on the live option, and press Connect.

Permissions#

  • The master key reaches everything your Apollo account can reach. Make it from an account whose data you are happy to share with your assistants.
  • Nothing here waits for an Approve because nothing is sent or changed from chat. Outreach stays with you.
  • Enriching a contact uses your Apollo plan's allowance. Ask for a short, focused list to keep the count low.
  • Delete the key in Apollo whenever you want to cut access.

Good to know#

  • Describe your ideal customer: industry, region, company size, and the roles you sell to. "Heads of operations at logistics companies in Germany with 50 to 200 people" beats "some leads".
  • Sales says where every name came from and never invents a contact or an email address.

Prompts to try#

PromptBuild a prospect list
Sales, find heads of operations at logistics companies in Germany with 50 to 200 people in Apollo.io and give me a ranked shortlist of ten.
PromptCheck a sequence
Sales, which contacts in our [sequence] sequence in Apollo.io have not replied yet? Read only.