Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Apollo.io

ET
Engineering Team
Updated 5 days ago
Apollo.io is a B2B sales intelligence platform with contact/company data, search filters, and outreach tools that help speed up prospecting and engagement.  

What you can do with this integration
  • Enrich records: Add/update data on People and/or Companies using Apollo.io.
  • Lead generation (optional): Search for leads and import them into Pipeline.  
Before you begin
  • You must be a Pipeline Admin to install and configure the integration.
  • Decide whether you want to use:
    • Enrichment, Lead generation, or both.
    • If you need extra places to store Apollo.io data, create custom fields in Pipeline first.  
Set up the Apollo.io integration (Enrichment)
  1. In Pipeline, 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.
  5. Click Test Connection, then click Save.  
Configure field mapping (what data goes where)
  1. In the Enrich Settings tab, choose what to enrich:
    • Person fields
    • Company fields
    • Override existing data.
      If override is enabled, Apollo.io can replace values you already entered
  2. Select the Person Field mapping and/or Company Field Mapping tabs. Some fields are mapped automatically, however, feel free to update these.
  3. When finished, click Back to App Store and enable the integration.
      
Important notes about how enrichment works
  • Pipeline does not retroactively update all existing records when you enable the integration.
  • Only People/Companies created or updated after enabling will be enriched.
  • Enrichment is based on the Work Email on the Person record:
    • New Person + Work Email present → gets enriched.
    • Person updated but Work Email unchanged → no enrichment.
    • Person updated and Work Email changed → gets enriched.  
Enable Apollo.io Lead Generation (optional)
  1. Go to Settings > Other > App Store > Select Apollo.io
  2. In the Lead Generation Settings tab click Enable Lead generation importing.
  3. Recommended: Select a Lead Source.
    Here is more information on how to create lead sources.
  4. Select the users you wish to assign the leads to.
Note that Lead Generation uses the same mapping you set up for enrichment.  


Using Lead Generation: Find and import leads
  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. 
Troubleshooting and common gotchas
  • 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.  
Need help? Contact support at [email protected].
Did this answer your question?
😞 😐 😃