RGIP x Apollo.io turns Sales Copilot into a one stop shop for prospecting. Sellers no longer need to switch between multiple tools to find the right prospects. This integration allows your sellers to discover key contacts they may be missing in their book of accounts without leaving Sales Copilot.
Overview
Integrating Apollo.io with RGIP enhances the sales process by enabling teams to access and prospect new contacts directly from Sales Copilot, without needing external searches. This integration transforms Sales Copilot into a powerful tool for targeted sales prospecting by leveraging Apollo.io’s extensive database. Sales teams can easily identify and engage key buyers not currently in their system and initiate personalized outreach sequences —all within RGIP.
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How to connect Apollo.io
Pre-requisites
You must have an Apollo.io account. Not a customer yet? Start with their free plan!
You must permit the RGIP user in Salesforce to create leads and contacts
As an Apollo.io customer and a RGIP Admin,
Log into RGIP Admin console
Navigate to Integrations then click on Apollo.io
Click on Configuration.
Enter your Apollo.io API key. To find it, please follow instructions here.
Click on Connect.
You should be able to see that it has been successfully connected.
Once connected your users will be able to source people from RGIP using Apollo.io's database.