Apollo.io
Apollo support lets an agent work with Apollo data directly for lead sourcing, enrichment, and sales operations. Use it when you want an agent to find prospects, research accounts, enrich people or organizations, inspect saved contacts, or help prepare Apollo contact and sequence workflows.
Apollo connects as a native workspace app through OAuth. You authorize Apollo, return to the platform, and the Apollo row shows as connected. After that, ask the agent for the lead sourcing or enrichment task you want.
The examples below focus on common Apollo workflows, but the connection uses Apollo's API rather than a narrow form-based integration. That means an agent can help across the broader Apollo API surface your account, plan, scopes, and permissions allow. If you are not sure whether a workflow is supported, ask the agent for the Apollo action you want and it will try the right API path or tell you what access is missing.
When To Use It
Use Apollo when you want an agent to:
- Search Apollo for people who match specific prospect criteria.
- Search Apollo for organizations and accounts by firmographic filters.
- Enrich known people, contacts, accounts, or organizations.
- Inspect contacts and accounts already saved in your Apollo workspace.
- Create or update Apollo contacts after you approve the write.
- Work with Apollo sequences, tasks, calls, conversations, deals, analytics, users, usage stats, and rate-limit information when your Apollo permissions allow it.
If you only need general web research, Apollo may be unnecessary. Use Apollo when the workflow depends on Apollo's sales intelligence data or should update your Apollo workspace.
Connect Apollo
You can start from chat or go straight to integrations. If you ask an agent to connect Apollo before access is available, it can point you to the integrations page. To open integrations yourself, click Settings in the bottom-left navigation, then choose Integrations & MCP.
Open Add Apps, find Apollo, and click Connect.
Apollo will open an authorization screen. Review the requested access, then choose Authorize to continue.
After authorization, return to the platform. Apollo should show as Connected.
Then:
- Open the agent that should use Apollo.
- Ask it to connect Apollo, follow its integrations link, or open Settings -> Integrations & MCP directly.
- Click Add Apps.
- Find Apollo and click Connect.
- Review the Apollo authorization screen and click Authorize.
- Confirm that Apollo shows Connected in the platform.
- Return to chat and send a small test request, such as:
Search Apollo for five VP Sales prospects at healthcare SaaS companies in Boston, then summarize the matches without creating contacts.
Give A Good Apollo Request
Apollo works best when you give the agent tight prospecting criteria and clear write boundaries.
For people search, include:
- Job titles or seniorities.
- Company type, industry, geography, or employee range.
- Domains, company names, or account lists when you have them.
- How many results you want.
- Whether similar titles are acceptable.
- Whether the agent should only report results or also enrich and save contacts.
Examples:
Search Apollo for 25 RevOps leaders at logistics companies with 200 to 1,000 employees in Texas. Dedupe by email and report the best matches before creating any contacts.
Enrich these ten people by email, then return title, company, LinkedIn URL, location, and whether Apollo found an email. Do not reveal phone numbers.
Find cybersecurity companies in Austin with 50 to 200 employees. Return company name, domain, employee range, industry, and Apollo organization ID.
Search our existing Apollo contacts for people in the demo-request stage at Acme. Summarize what you find before updating any stages.
For contact or sequence work, be explicit:
If any of these prospects are not already contacts, propose the exact contacts you would create. Wait for my approval before writing to Apollo.
Find the sequence named
Q3 Midmarket Follow-up, list the available sending inboxes, and ask me which mailbox to use before adding contacts.
Read Versus Write Workflows
Apollo read workflows include search, enrichment, contact inspection, account inspection, profile checks, usage stats, and rate-limit checks. These are good first steps when you are exploring a market or building a lead list.
Apollo write workflows can create or update records in your Apollo workspace. Treat writes more carefully:
- Ask for a preview before creating contacts.
- Require approval before changing contact stages, adding contacts to sequences, or updating saved Apollo records.
- Include dedupe instructions when creating contacts from search results.
- Ask the agent to summarize changed records after a write.
- Keep prospecting requests narrow enough to review.
Example:
Search Apollo for ten target prospects, enrich them, and show me the proposed contact records. Do not create or update anything until I approve the exact list.
Safety Boundaries
Apollo can contain sensitive sales and prospecting data. Keep the agent's role and instructions specific.
- Connect Apollo only when the workflow needs Apollo data.
- Review OAuth access before authorizing.
- Give precise filters so the agent does not over-collect broad prospect lists.
- Require approval before outreach, sequence changes, bulk enrichment, broad contact creation, or stage updates.
- Follow your team's compliance, privacy, and prospecting rules.
- Disconnect Apollo if the workspace no longer needs it.
Troubleshooting
Apollo does not show as connected. Return to Settings -> Integrations & MCP, open Add Apps, and connect Apollo again. Make sure the Apollo row shows Connected.
The agent says Apollo is not connected. Confirm the workspace integration is connected, then ask the agent to retry the Apollo request. If the connection expired or scopes changed, reconnect Apollo.
Search results are too broad or irrelevant. Add stricter titles, seniorities, locations, company domains, industries, employee ranges, or exclusions. Ask the agent to show the filters it used.
Search results are empty. Loosen one filter at a time. For example, broaden geography, allow similar titles, remove a narrow company-size filter, or provide known company domains.
Enrichment did not return an email or phone. Apollo may not have enough matching data, the available record may not include the requested field, or the request may require additional Apollo permissions or credits.
A write failed. Ask the agent to inspect the Apollo response, confirm required fields and IDs, and retry only after you approve the corrected write.