How to Setup Your Account
Here's how you can get your account setup before your call with a dedicated Customer Success Manager (CSM).
- Link your mailbox to start sending emails. We support Gmail, Microsoft Exchange, Office 365, Outlook, or your own custom email servers
- Install our Chrome extension to have the power of Apollo within Gmail (and Salesforce)
- Add users to your account and adjust their permissions accordingly
- Upload existing clients so you know who not to prospect. If you use Salesforce or Hubspot for your CRM, setting up our integration allows you to prevent engagement of leads you already have as well, instead of uploading a CSV of your current customers.
- Connect and Configure our Salesforce integration to bidirectionally sync lead, contact, and account information between SFDC and Apollo and much more
- If you use Hubspot instead, Connect and Configure our HubSpot integration to bidirectionally sync contact and account information between Hubspot and Apollo and much more