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 Settings โก Integrations.
- Choose the API option from the list and click Connect.
- Click API keys in the sidebar on the left (1) โก 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.
๐ก 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 โ Create automation.
- Select the Start from scratch tile.
- Click โ 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. |
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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 leadโs email address to fetch their details. |
| (optional) LinkedIn URL | Enter the leadโs LinkedIn profile URL for additional insights. |
Use Cases
Not sure how to use the Apollo connector? Here are a few ideas:
| ๐ช Use Case | โฉ Action Flow |
|---|---|
| Auto-enrich new inbound leads | โ
Trigger: Task Added โก๏ธ Apollo enriches the contact using email โก๏ธ Updates custom fields with job title, etc. โก๏ธ Assigns task to a sales rep |
| Enrich leads when assigned | โ
Trigger: Task Assigned โก๏ธ Apollo fetches profile details โก๏ธ Updates task with enriched data โก๏ธ Sends DM to the assignee via Slack |
| Update leads on pipeline stage change | โ
Trigger: Custom Field Updated โก๏ธ Apollo re-enriches the lead โก๏ธ Updates task fields โก๏ธ Sends update to relevant stakeholders |
| Daily sales prep briefing | โ
Trigger: Schedule (e.g., daily at 8 AM) โก๏ธ Finds assigned lead tasks โก๏ธ Enriches each lead via Apollo โก๏ธ Shares summaries via Slack or email |
| Screen job applicants | โ
Trigger: Task Added โก๏ธ Apollo enriches applicant info โก๏ธ Updates task fields โก๏ธ Notifies the recruiter in Slack or comment |
| Automated contact enrichment & outreach drafting | โ
Trigger: Task Added (new contact) โก๏ธ Apollo enriches contact โก๏ธ AI Agent drafts outreach email โก๏ธ Task is updated with all info โก๏ธ Check Gmail for new replies |
Use this integration as an AI agent tool โ see Tools for AI Agents.
Available Capabilities
| Type | Capability | Description |
|---|---|---|
| ๐ง Action | Enrich User Information | Performs the enrich user information operation |