Workflows Overview

Overview

Workflows provide end-to-end automations that help you reduce manual tasks, increase efficiency, and drive more pipeline. Create workflows in Apollo to automate time-consuming manual actions and connect with your ideal customers at scale.

Use workflows to automate fundamental steps in your sales workflow, including adding or removing contacts from a sequence or list, scheduling tasks for your reps, and updating contact job changes. You can also configure alerts to remind you when you need to take manual actions.

The following sections detail the key benefits of workflows by role and provides more learning resources.

Understand the Benefits of Workflows

Different roles experience distinct advantages when leveraging workflows in Apollo, including:

Role	Benefits
Sales Development Reps (SDRs) and Account Executives (AEs)	Automate your prospecting activities to book more meetings and generate more revenue. Reduce arduous manual tasks and spend more time in meetings with your ideal prospects.
Sales Leaders	Improve your team's efficiency and establish best practices that help you scale the end-to-end workflows that drive the highest impact. Automate successful go-to-market strategies that enable your reps to dedicate more time to the activities that generate the most revenue. Increase and improve pipeline by creating automated, repeatable, and scalable processes that work.
Founders and CEOs	Improve team efficiency and automate tedious tasks that help your team focus on the most impactful activities that lead to consistent growth. Automate your entire lead generation and talent recruitment process in one platform to scale your business effectively as your team closes more and more deals. Empower your team to generate more pipeline and automate the entire go-to-market workflow, from lead generation to prospecting to booked meetings and beyond.
Demand Gen	Automate lead generation and increase overall TAM coverage with Apollo's B2B data and automation. Improve efficiency across teams and automate manual tasks and CRM syncs to ensure no marketing leads fall through the cracks when you pass them over to sales.

Create Workflows

When you create a workflow, use templates from Apollo to quickly generate new pipeline, secure more meetings, retain existing business, and automate several other parts of the sales workflow.

Alternatively, build workflows from scratch that run based on a variety of triggers and automated actions.

Outbound Optimization

Want to create a workflow for outbound engagement? Use the outbound assistant to whip up a workflow that finds matching prospects and adds them to a sequence or a list in a few clicks. The outbound assistant acts as a copilot, guiding you through workflow creation so you can jumpstart your outbound engagement.

Run Account-based Sales Motions

Use workflows to more effectively target high-priority accounts. A successful account-based sales motion relies on your team consistently finding the right contacts at your high-priority accounts, and that often means manual prospecting and messaging. To avoid those tedious manual tasks, follow Apollo's example of an account-based workflow to automatically surface the right contacts and add them to sequences.

Use AI Power-ups in Workflows

Run AI power-ups in workflows to automate manual tasks, like researching prospects and generating personalized email language for them. Check out AI Power-ups Overview to learn more about power-ups, then add a power-up into your workflow.

Receive Slack Notifications for Workflows

Set up the Apollo-Slack integration to receive workflows-related alerts in Slack. Use Slack notifications to inform yourself or other members of your team that a workflow ran in Apollo, or that they need to take a manual action in Apollo such as calling a contact or adding an account to a list. Also, add a priority status to notifications so that team members can easily determine how quickly they need to take action in Apollo.

Send Customer Renewal Notifications Using Workflows

If you've just started exploring workflows, you should know that you can use custom fields in your workflows. To learn how custom fields can be used, walk through Use Case: Automate Customer Renewal Notifications Using Workflows. This example workflow shows the various shows you can build a workflow that automatically sends emails to customers with upcoming renewal dates. The workflow uses updates to a custom contact field as an enrollment trigger.

Start Automating Your Sales Workflows

Ready to automate your sales motions? Launch Apollo and click Workflows to get started.

Apollo Certified

Want to learn everything there is to know about workflows in Apollo? Check out the free Apollo Academy course How to Use Workflows to Automate Your Sales Process and get certified on your workflows knowledge.