Overview
You need a connected CRM to access full functionality in the Data Health Center. If you don't have a connected CRM, you can still access insights related to job changes and missing emails for saved contacts depending on your plan. To upgrade your plan, head to your plan settings or reach out to the Apollo sales team for help.
Use the Data Health Center to visualize the overall health of your CRM data. You can glean insights from your dashboard's widgets to take quick action on enrichable records and track your team's enrichment activities and credit usage.
If you have access to CRM enrichment, connect your CRM to leverage full functionality in the Data Health Center. When you first access the Data Health Center, click Connect CRM to integrate your CRM with Apollo. Once you log in to your CRM, Apollo navigates automatically to Settings for you to configure field mapping.
Learn more about connecting your CRM with the following articles:
For Salesforce:
For HubSpot:
Once you connect your CRM, head back to the Data Health Center to start analyzing data insights.
Read the following sections to learn how to access and use the Data Health Center.
Use the Data Health Center
To access the Data Health Center, launch Apollo and click Data enrichment.
From the Data Health Center tab you can see a dashboard with different widgets that help you monitor your CRM data and track your team's enrichment activities.
Learn more about each widget:
Available Metrics
| CRM quick stats | Job changes | Credit usage |
| Missing emails | CRM status | Enrichment job activity |
| Enrichable records with new values | Enrichable records with missing values | Enrichable records by owner – Top 100 owners |
CRM quick stats
Gain quick insight into the data your team enriched in the last 30 days. This includes:
- CRM contacts enriched
- CRM leads enriched
- CRM accounts enriched
- Contact emails enriched
- Contact mobile numbers enriched
Job changes
Access to job change alerts depends on your Apollo plan. To upgrade your plan, head to your plan settings or reach out to the Apollo sales team for help.
Check the percentage of contacts with accurate or inaccurate data to visualize the accuracy of your existing data.
Click View contacts to update stale contacts with job change data.
Click Schedule to schedule an enrichment job. This automates when and how Apollo enriches your contacts with job change data.
Credit usage
See how many credits your team has used for enrichment activities. This includes credit usage for the following types of enrichment:
Got questions on credits? Head to Apollo to learn more.
Missing emails
Check how many contacts have missing email addresses. Click View contacts to enrich these contacts with Apollo's data. Note that Apollo can't enrich records with unknown or unverified data.
Click View contacts to enrich missing emails with new email data.
Click Schedule to schedule an enrichment job. This automates when and how Apollo enriches your contacts with new email data.
Enrichment job activity
Access an activity log, with enrichment jobs organized chronologically, to monitor your team's recent enrichment activities.
CRM status
View the percentage of up-to-date records in your CRM. Click View enrichable records to launch CRM enrichment and select the records you want to enrich.
Enrichable records with new values
Review the number of contacts, accounts, or leads in your CRM with stale values, organized by field.
Click View enrichable contacts to launch CRM enrichment for these records.
Enrichable records with missing values
Review the number of contact, account, or lead records in your CRM with missing values, organized by field.
Click View enrichable contacts to launch CRM enrichment for these records.
Enrichable records by owner – Top 100 owners
Access a leaderboard for your team's top account owners based on the number of records they've successfully enriched. Apollo displays the following stats for each account owner:
- # of missing emails enriched
- # of job chnages enriched
- # of of CRM enrichable records
Enrich Contacts with Job Changes and Missing Emails
Use the job changes and missing emails widgets to enrich stale contact records with new job change and email data.
Access to job change alerts depends on your Apollo plan. To upgrade your plan, head to your plan settings or reach out to the Apollo sales team for help.
To enrich contacts with job change data:
- Open Data Health Center and navigate to the Job changes widget. Click View contacts.
- Apollo opens job change alerts and automatically displays all records with available job change data. Apply filters to refine your results.
- Check the records you want to enrich with job changes or use the top-left checkbox to select all available records. Click Job change actions, then select one of the following options:
- Export job change data: Download a CSV file with available job change data for your selected contacts. Note that exporting contact records with verified emails requires credits. Before you export, Apollo provides an estimate for the number of credits you may consume.
- Create new contacts from job change: Use available job change data to create new contact records for your selected contacts. Before you create new records, Apollo prompts you to set an owner for the new records and to update the stage for the existing contact records you're replacing.
- Update existing contacts with job change: Use available job change data to update the existing records for your selected contacts.
Enriching contact records with net-new job change data requires credits. You won't consume credits to access job change data you purchased in previous enrichments. Learn more about Apollo credits here.
To enrich contacts with missing emails:
- Open the Data Health Center and navigate to Missing emails. Click View contacts.
- Apollo provides an overview of the contacts with missing emails. Apply account owners or persona filters to narrow your results.
- Check the records you want to enrich or use the top-left checkbox to select all available records. Click Update selected.
- Click Update with new email to enrich an individual contact with a missing email.
- (Optional) Add your selected contacts to a list in Apollo.
- Click Enrich contacts to enrich the selected contacts with new email data.
Review your team's past job change enrichments from Settings > System activity > Data requests > Job change. Refer to Use Job Change Alerts to Enrich Contacts for more info.
Schedule Enrichment for Job Changes and Missing Emails
If you're an Apollo admin, you can schedule data enrichment contacts with job changes or missing emails. This automates the enrichment process based on the schedule you set.
Teams with access to job change and missing email enrichment can use this feature regardless of whether you connected a CRM. It is not related to CRM field enrichment.
To schedule enrichment for CRM fields, you need to connect your CRM and have access to CRM enrichment. Read Use CRM Enrichment to learn more.
You'll need to configure job change alert settings for your team before before you can create job change enrichment schedules. To do so, launch Apollo and go to Settings > Rules of engagement > Prospecting config. Toggle on the settings under Job Change Alerts to enable them.
Create New Enrichment Schedules from Scratch
To build new job change or missing email enrichment schedules from scratch:
- Launch Apollo and click Data enrichment > Data health center.
- Click Automate Enrichment > Schedule from scratch.
- Click Workflow > Define object to enrich > Contacts. Then, click Save object.
Only teams with access to CRM enrichment can create scheduled enrichment for lead or account data. Ensure you select Contacts for your enrichment object to schedule job change or missing email enrichment.
- Click Enrich records, then select Job changes or Missing emails for your enrichment type. Click Save action.
- If you schedule job change enrichment, select whether to Update existing contacts or Create new contact.
- (Optional) Click Set filters to save the filters that define the types of contacts you want to enrich with job change or missing email data. You can apply multiple filters, including owner, stage, list, person info, company info, and source.
- Click Set cadence to configure how often Apollo runs the scheduled enrichment. You can also set a credit limit to ensure you don't run out of credits. Once you reach this limit, Apollo concludes the scheduled enrichment job. Click Save cadence.
- Click Settings and give your new schedule a name. Then, click Save enrichment job.
You've successfully created a new enrichment schedule from scratch for job changes or missing emails. Your new schedule will run on the cadence you've set.
Next, learn how to create schedules via templates.
Use Enrichment Schedule Templates
Use Apollo's pre-built templates to quickly schedule missing email or job change enrichment. Templates automatically populate schedule settings based on your chosen use case, but you can also customize template settings to better fit your team's needs.
To create a new enrichment schedule for missing emails or job changes via a template:
- Launch Apollo and click Data enrichment > Data health center.
- Click Automate Enrichment > Schedule with templates.
- Click Enrich Missing Emails or Enrich Job Changes to browse available templates, then click Try It to open the schedule template you want to use.
- Click Workflow to review the template's pre-built settings. You can click Set filters to include additional filters to refine which contacts are included in your enrichment schedule, or click Cadence to update how often this enrichment schedule runs.
- Click Settings to give your new enrichment schedule a descriptive name.
- Click Save enrichment job to save and launch your new enrichment schedule.
You've successfully created an enrichment schedule from one of Apollo's templates. Your missing email or job change enrichment schedule will run based on the cadence set in the template or the cadence you set (if you updated it).
Next, learn how to edit your existing enrichment schedules.
Edit Enrichment Schedules
If you're an Apollo admin, you can also edit, pause, or delete existing schedules for job change or missing email enrichment.
To edit an existing schedule:
- Launch Apollo and click Data enrichment > Data health center.
- Click View scheduled jobs.
- Apollo displays a list of your existing enrichment jobs. Check a schedule to resume, pause, or delete it. You can also toggle a schedule on or off as needed.
Pause enrichment schedules if you want to reactivate them in the future. Deleting an enrichment job removes it permanently from Apollo.
- Click ... next to an enrichment schedule, then click Edit.
- You can edit the enrichment type, filters, cadence, and name. Click Save enrichment job when you've finished editing.
Enrich Emails Data via Workflows
Workflows can be used to automate a variety of repetitive sales tasks, including enriching missing or inaccurate email data for your contacts. To enrich emails data in a workflow, add the Enrich data action to a workflow that targets people.
