Onboarding and setup
Sign up and connect accounts
Create an account, choose the free or paid tier, then link Gmail, Outlook or SMTP. Verify SPF, DKIM and DMARC records to protect deliverability.
Integrate your CRM
Enable the Salesforce, HubSpot or Pipedrive connector so new contacts and activities sync automatically. Set rules for how Apollo should update lead status when replies arrive.
Campaign building process
Build prospect lists
Use 200+ filters to search Apollo’s database by industry, role, technology and funding events. Save the search or enrich a CSV of target accounts. Focus on contacts marked verified to minimise bounces.
Design sequences
Create an email first touch, schedule follow-ups and insert call steps or manual LinkedIn tasks. Configure stop rules so any reply or booked meeting pauses further messages.
Personalisation tools
Merge tags and conditional text
Insert fields such as first name, company and industry. Add simple if/else logic to tweak lines for different roles.
AI writing assistant
Prompt the built-in AI to draft message variants, then edit for tone and accuracy before launching A/B tests.
Deliverability and send volume
Verification and rotation
Filter out risky emails, start with low daily send caps and rotate across multiple inboxes on higher plans to keep reputation healthy.
Scheduling and throttling
Limit sends to business hours in the prospect’s timezone and increase volume gradually over several weeks.
CRM integration and automation
Two-way sync
Ensure emails, calls and status updates flow into your CRM. Let Apollo create new contacts for any net-new leads you engage.
Workflow rules
Set automations such as notifying Slack when a lead replies or moving a contact to a nurturing list if they click but do not respond.
Strengths and limitations
All-in-one efficiency
Apollo delivers data, enrichment and outreach in one licence, reducing tool sprawl and speeding campaign launch.
When to add specialists
For personalised images, deeper LinkedIn automation or enterprise-grade analytics, export Apollo leads to Lemlist, Mailshake or Outreach while retaining Apollo as your master data source.
Conclusion
By uniting a vast, verified database with sequenced email and phone outreach, Apollo turns cold lists into warm conversations quickly. Follow best practices for deliverability, integrate with your CRM and add niche tools only when your strategy outgrows Apollo’s native feature set.