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Apollo Integration

Use the Apollo integration to fetch additional details about leads.

Updated over a month ago

Overview

Collect data-rich leads by integrating Apollo with Taskade. Automatically retrieve details such as LinkedIn profiles and other relevant contact information.


Connect & Configure Apollo

Before you start using Apollo in Taskade, you need to configure the integration:

  • Log into your Apollo account and navigate to SettingsIntegrations.

  • Choose the API option from the list and click Connect.

  • Click API keys in the sidebar on the left (1) ➡ click Create new key (2).

  • Choose a name for your API Key (1) and add a description (2).

  • Once you're done, click Create API key (4).

  • In Taskade, add Apollo as an action in your automation.

  • Click Connect in the sidebar to enable the integration.

  • Enter your API key and click Connect.


Build Apollo Automations

Use Apollo in your automation flows to dynamically retrieve detailed user information and enrich your CRM contacts with valuable insights.

💡 Note: Visit our Automation Guide to learn more about automations.


Add Apollo as an Action

  • Go to the Automations tab in your workspace or folder.

  • Click ➕ Create automation.

  • Select the Start from scratch tile.

  • Click ➕ Add Step.

  • Choose the Apollo action from the list.

  • Click Connect to enable the integration and connect it to your Apollo account.

  • Configure the action in the sidebar on the right.

  • Add a trigger and additional steps to the automation.

  • Click Save changes in the top-right corner.​

  • Toggle the automation on in the top-right corner.


Apollo Actions

Enrich User Information

Retrieve detailed user information from Apollo using an email or LinkedIn profile URL. Enhance contact data with insights for sales, recruitment, and outreach.


Automation Settings

Connector options give you full control over the Apollo automation.

Action: Enrich User Information

(required) Account

Connect your Taskade account to an Apollo account before you start.

(required) Email

Provide the lead’s email address to fetch their details.

(optional) LinkedIn URL

Enter the lead’s LinkedIn profile URL for additional insights.


Use Cases

Not sure how to use the Apollo connector? Here are a few ideas:

🪄 Use Case

Action Flow

Auto-enrich new inbound leads

✅ Trigger: Task Added
➡️ Apollo enriches the contact using email
➡️ Updates custom fields with job title, etc.
➡️ Assigns task to a sales rep

Enrich leads when assigned

✅ Trigger: Task Assigned
➡️ Apollo fetches profile details
➡️ Updates task with enriched data
➡️ Sends DM to the assignee via Slack

Update leads on pipeline stage change

✅ Trigger: Custom Field Updated
➡️ Apollo re-enriches the lead
➡️ Updates task fields
➡️ Sends update to relevant stakeholders

Daily sales prep briefing

✅ Trigger: Schedule (e.g., daily at 8 AM)
➡️ Finds assigned lead tasks
➡️ Enriches each lead via Apollo
➡️ Shares summaries via Slack or email

Screen job applicants

✅ Trigger: Task Added
➡️ Apollo enriches applicant info

➡️ Updates task fields

➡️ Notifies the recruiter in Slack or comment

Automated contact enrichment & outreach drafting

✅ Trigger: Task Added (new contact)
➡️ Apollo enriches contact
➡️ AI Agent drafts outreach email
➡️ Task is updated with all info

➡️ Check Gmail for new replies


😊 Helpful Links

🤖 Taskade AI Essentials


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