Access the Data Health Center in Apollo

Article author
Paige York
Updated

Overview

 
What If I Don't Have a CRM?

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.

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.

Data health center dashboard

 
Connection Is Key

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 navigate to Settings and set up your CRM and field mapping. Learn how 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.

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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 Widgets

CRM quick stats Job changes Missing emails
CRM status Credit usage Enrichable records with new values
Enrichable records with missing values Enrichment job activity  

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
CRM quick stats widget in data health center

Back to Available Widgets

Job changes

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.

Job changes widget in data health center

Back to Available Widgets

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.

Missing emails widget in data health center

Back to Available Widgets

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.

CRM status widget in data health center

Back to Available Widgets

Credit usage

See how many credits your team has used for enrichment activities. This includes credit usage for the following types of enrichment:

Credit usage widget in data health center
 
Credits 101

Got questions on credits? Head to Apollo to learn more.

Back to Available Widgets

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 stale values widget in data health center

Back to Available Widgets

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 with missing values widget in data health center

Back to Available Widgets

Enrichment job activity

Access an activity log and monitor your team's recent enrichment activities.

Enrichment job activity widget in data health center

Back to Available Widgets

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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.

To enrich contacts with job change data:

  1. Open Data Health Center and navigate to the Job changes widget. Click View contacts.
  2. Apollo provides an overview of contact records with available job change data. Apply account segments or persona filters to narrow your results.

Job change data enrichment page

  1. Check the records you want to enrich with job changes or use the top-left checkbox to select all available records. Click Update selected.
    • Click Fix data to enrich an individual contact record with job change data.

Contact selection for job change data enrichment

  1. Select whether to update the existing records for your selected contacts or create a new contact record for them.
  2. If you update the existing record, you can add the contact to a list or assign them to a stage.

Update existing contact for job change enrichment

  1. If you create a new contact, configure the following settings:
    • Owner: Select whether to keep the existing owner or add a new one.
    • Add to a list or sequence (optional): Add the new contact to a list or sequence.
    • Old contact stage: Assign the contact's outdated record to a stage. Check Mark current sequences as finished to remove the old contact record from your active sequences.

Create new contact for job change enrichment

  1. Click Enrich contacts to complete the enrichment.

To enrich contacts with missing emails:

  1. Open the Data Health Center and navigate to Missing emails. Click View contacts.
  2. Apollo provides an overview of the contacts with missing emails. Apply account segments or persona filters to narrow your results.

Missing emails data overview page

  1. 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.

Contact selection for missing email enrichment

  1. (Optional) Add your selected contacts to a list in Apollo.
  2. Click Enrich contacts to enrich the selected contacts with new email data.

Enrich contacts window for missing emails

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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.

 
CRM Enrichment Jobs

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.

Configure job change alert settings before scheduling job change enrichment. To do so, launch Apollo and go to Settings > Prospecting > Configuration. Toggle on the settings under Job Change Alerts.

Job change alerts configuration

Create New Enrichment Schedules

To schedule job change or missing email enrichment:

  1. Launch Apollo and click Data enrichment > Data health center.
  2. Click Create scheduled enrichment or scroll to the job changes or missing email widgets and click Schedule.

Create scheduled enrichment button highlighted

  1. Click Workflow > Define object to enrich > Contacts. Then, click Save object.

Contacts selected for object to enrich

 
No Leads or Accounts Here

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.

  1. 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.

Job changes selected for enrichment type

  1. (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.

Filter selection for job change enrichment schedule setup

  1. 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.

Frequency and credit limit settings for job change enrichment schedule setup

  1. Click Settings and give your new schedule a name. Then, click Save enrichment job.

Adding a name for new enrichment scheduled job

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:

  1. Launch Apollo and click Data enrichment > Data health center.
  2. Click Create scheduled enrichment > View scheduled jobs.

View scheduled jobs button highlighted

  1. 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.

Scheduled job selected with options for pausing and deleting

 
Freeze!

Pause enrichment schedules if you want to reactivate them in the future. Deleting an enrichment job removes it permanently from Apollo.

  1. Click ... next to an enrichment schedule, then click Edit.

Scheduled job edit button highlighted

  1. You can edit the enrichment type, filters, cadence, and name. Click Save enrichment job when you've finished editing.

Edit enrichment job workflow expanded

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