Add Apollo Contacts to Your Salesforce Campaigns

Article author
Brandan Blevins
Updated

Overview

If you have set up the Salesforce integration and want to add the contacts you've prospected in Apollo to your Salesforce campaigns, refer to the following section.

 
Outside the Apollo Box

New to Salesforce campaigns? Follow the steps in Salesforce's Create a Campaign article to get started.

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Add Contacts to Salesforce Campaigns

To add Apollo contacts to your Salesforce campaigns:

  1. Go to Apollo, click Search, and then click People.
  2. Use the search filters to find the contacts you want to add to the Salesforce campaign. Filter your contacts.
  3. Click the checkbox for each contact you want to add to the campaign.
  4. Click the Salesforce drop-down, then click Add to Salesforce Campaign. Add your contacts to a Salesforce campaign.
  5. Enter the name of the Salesforce campaign to which you want to add the contacts. It must match the name in Salesforce, but it is not case-sensitive. Then, click Save. Enter your Salesforce campaign name.
  6. Apollo adds the contacts to the Campaign Members section of your Salesforce Campaign. This process typically completes within a few minutes. However, the number of contacts and other processes might delay the process. Members added to your Salesforce campaign.

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