• Admin permissions required
• An active Apollo.io account

1. Go to Settings > Other > App Store.
   
2. Find Apollo.io, then click Install.
   
3. Select the Apollo Service tab and click Connect.
   
4. Follow the prompts to authorize the connection.
   
5. Click Test Connection, then click Save changes.  

1. Select the Enrich Settings tab.
2. Choose which record types to enrich: Person fields, Company fields, or both.
3. Decide whether to Override existing data when enriching records.
   
4. Select the Person Field Mapping and/or Company Field Mapping tabs to review and adjust mappings.
   
5. Click Back to App Store and enable the integration.

• Records are enriched automatically based on work email:
  • New person created with work email → Record is enriched
  • Person updated, email unchanged → No enrichment
  • Person updated, email changed → Record is enriched

⚠️ Note: Enabling the integration does not update all existing records. Only records created or updated after enabling will be enriched.

1. Go to Settings > Other > App Store > Select Apollo.io
2. In the Lead Generation Settings tab.
3. Enable Lead generation importing.
4. Select a Lead Source (recommended).
   
5. Select the users you wish to assign the leads to.

⚠️ Note: Lead generation uses the same field mapping you configured for enrichment.

1. Click the Add (+) icon, then select Find Leads.
   
2. Set your search criteria (Apollo.io filters), then choose how many leads to import.
   
3. Click Import leads.
4. Track progress on the status page, and use Manage Imports to review past imports. 

• Nothing is enriching: Confirm the Person has a Work Email, and that the integration is enabled in the App Store.
• Data got replaced unexpectedly: Check if Override existing data is enabled in mapping settings.
• Fields aren’t populating where expected: Re-check your field mapping, especially for any custom fields you added.