Apollo.io

Premium

Overview

Connect Feathery to Apollo.io to automatically create Apollo.io records from your collected form data. You may set up multiple Apollo.io actions at once.

What you need

Background

Apollo.io is a sales and marketing platform designed to help businesses with lead generation, sales engagement, and customer relationship management. It provides a suite of tools and features aimed at improving the efficiency and effectiveness of sales and marketing teams.

Key Features of Apollo.io:

  1. Lead Generation:
    • Database Access: Provides access to a large database of contact information and company profiles, helping users identify potential leads and prospects.
    • Search and Filter: Advanced search and filtering options to find leads based on criteria such as industry, company size, and job title.
  2. Sales Engagement:
    • Email Outreach: Tools for crafting and sending personalized email campaigns, including automated follow-ups and tracking.
    • Templates and Sequences: Offers pre-built email templates and automated sequences to streamline outreach efforts.
  3. CRM Integration:
    • Synchronization: Integrates with popular CRM systems like Salesforce, HubSpot, and others to keep lead and contact information synchronized.
    • Data Enrichment: Enriches CRM data with additional information from Apollo.io’s database.
  4. Analytics and Reporting:
    • Performance Metrics: Provides analytics and reporting tools to track the effectiveness of sales campaigns, outreach efforts, and lead conversion rates.
    • Insights: Offers insights into lead engagement and sales performance to inform strategy and decision-making.
  5. Workflow Automation:
    • Task Management: Automates repetitive tasks and workflows, such as follow-up reminders and lead assignment.
    • Integration with Tools: Connects with various sales and marketing tools to streamline processes and improve efficiency.
  6. Prospecting Tools:
    • Company and Contact Data: Provides detailed information about companies and key contacts, including contact details and company insights.
    • Lead Scoring: Helps prioritize leads based on predefined criteria and engagement levels.
  7. Collaboration Features:
    • Team Management: Facilitates collaboration among team members with shared access to lead and sales data.
    • Notes and Tags: Allows users to add notes and tags to leads for better tracking and management.

Common Use Cases for Apollo.io:

  • Lead Generation and Prospecting:
    • Finding Leads: Identify and acquire new leads from a vast database of companies and contacts.
    • Targeted Searches: Use advanced filters to find prospects based on criteria like industry, company size, or job title.
  • Sales Outreach and Engagement:
    • Personalized Email Campaigns: Create and send personalized email sequences to engage potential leads and prospects.
    • Automated Follow-ups: Set up automated follow-ups to ensure consistent and timely communication with leads.
  • CRM Integration and Data Management:
    • Syncing Data: Integrate with CRM systems like Salesforce or HubSpot to keep lead and contact information synchronized and up-to-date.
    • Data Enrichment: Enhance CRM data with additional information from Apollo.io’s database to improve lead profiles.
  • Sales Analytics and Reporting:
    • Performance Tracking: Monitor the effectiveness of sales campaigns and outreach efforts through detailed analytics and reporting.
    • Insights Generation: Use data insights to refine sales strategies and improve conversion rates.
  • Workflow Automation:
    • Task Automation: Automate repetitive tasks such as follow-up reminders and lead assignment to streamline sales processes.
    • Process Integration: Connect with other sales and marketing tools to create a more efficient workflow.
  • Lead Scoring and Prioritization:
    • Lead Evaluation: Score and prioritize leads based on engagement levels and predefined criteria to focus efforts on high-potential prospects.
    • Segmentation: Segment leads for targeted campaigns and personalized outreach.
  • Market Research and Competitive Analysis:
    • Company Insights: Gather detailed information about companies and key contacts for market research and competitive analysis.
    • Industry Trends: Stay informed about industry trends and potential opportunities through comprehensive data.

How to set up

Navigate to the Feathery form that you want to connect to Apollo.io. Click on the Integrations tab.

Open the Apollo.io integration and choose the Feathery form event to trigger the Apollo.io action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)

Authorize and connect your Apollo.io account.

Map your Feathery fields to the Apollo.io account properties you want to populate.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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