Access the Data Health Center in Apollo

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Overview

Use the Data Health Center to monitor the quality of your CRM and Apollo contact data, review enrichment activity, and enrich records with missing or outdated information.

 
Connect Your CRM

You need a connected CRM to access CRM health metrics and CRM enrichment in the Data Health Center. Without a connected CRM, you can still review and enrich saved contacts with job changes or missing emails, depending on your Apollo plan. To upgrade, go to your plan settings or reach out to the Apollo sales team.

Check out the following sections to access the Data Health Center, review data health metrics, and schedule or manage enrichment.

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Review Data Health Metrics

Launch Apollo, then go to Data enrichment > Data health center to review data health metrics, find records that need enrichment, and monitor enrichment activity.

Metric What It Shows What You Can Do
Enrichment stats CRM contacts, leads, accounts, contact emails, and mobile numbers enriched in the last 30 days. Review recent enrichment totals.
Job changes Saved contacts with available job-change data. Click View contacts to review records or Schedule to automate enrichment.
Credit usage Credits used for CRM, CSV, API, job-change, and missing-email enrichment. Monitor your team's enrichment credit usage.
Missing emails Saved contacts without email addresses. Click View contacts to enrich records or Schedule to automate enrichment.
Enrichment job activity Recent enrichment jobs organized chronologically. Review recent enrichment activity.
CRM status The percentage of up-to-date records in your CRM. Click View enrichable records to start CRM enrichment.
Enrichable records with new values CRM contacts, accounts, or leads with stale field values. Click View enrichable contacts to review the records.
Enrichable records with missing values CRM contacts, accounts, or leads with missing field values. Click View enrichable contacts to review the records.
Enrichable records by owner – Top 100 owners A leaderboard of account owners based on enriched records. Review missing emails, job changes, and CRM enrichable records by owner.
Duplicates Duplicate contact counts for teams with access to contact deduplication. Open the widget to access deduplication setup or review results.
 
Ready, Set, Enrich

Ready to update your contact data? Learn how to enrich contacts with job changes or use waterfall enrichment to find missing email data.

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Schedule Enrichment

Apollo admins can schedule recurring enrichment for contacts with job changes or missing emails. For real-time CRM enrichment instead, click Automate Enrichment > Enable real-time enrichment, then refer to Use CRM Enrichment.

 
Before the Clock Starts

Before you schedule job-change enrichment, enable Job Change Alerts in Settings > Outbound > Prospecting configuration. In the classic navigation, go to Settings > Rules of engagement > Prospecting config.

To schedule enrichment:

  1. Launch Apollo, then go to Data enrichment > Data health center.
  1. Click Automate Enrichment > Schedule from scratch.
  2. Click Workflow > Define object to enrich.
  3. Select Contacts, then click Save object.
  4. Click Enrich records, then select Job changes or Missing emails.
    • For job changes, choose whether to Update existing contacts or Create new contact.
  5. For either enrichment type, review Find data via Waterfall. The setting follows your team's global Email Waterfall setting. Toggle it on to use the configured waterfall sources, or toggle it off to use only Apollo data.
Find data via Waterfall enabled for scheduled job-change enrichment
 
Credit Where Credit Is Due

The record limit applies to records, not credits. Apollo doesn't show a separate waterfall credit estimate, and each record may use multiple credits based on your team's configured waterfall sources.

  1. Click Save action.
  2. Click Set filters, then configure the filters you want to apply.
  3. Click Set cadence, then configure how often Apollo runs the schedule and the maximum number of records to enrich in each run.
  4. Click Save cadence.
  5. Click Settings, then enter a descriptive name for the schedule.
  6. Click Save enrichment job.

You have now created a scheduled enrichment job. Apollo runs it based on the cadence and record limit you set.

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  1. Click Automate Enrichment > Schedule with templates.
  2. Click Enrich Missing Emails or Enrich Job Changes, then click Try It for the template you want to use.
  3. Click Workflow to review the template's preconfigured settings.
  4. For either enrichment type, review Find data via Waterfall. The setting follows your team's global Email Waterfall setting. Toggle it on to use the configured waterfall sources, or toggle it off to use only Apollo data.
Find data via Waterfall enabled in a missing-email enrichment template
 
Credit Where Credit Is Due

The record limit applies to records, not credits. Apollo doesn't show a separate waterfall credit estimate, and each record may use multiple credits based on your team's configured waterfall sources.

  1. Click Set filters, then configure the filters you want to apply.
  2. Click Cadence, then update how often Apollo runs the schedule and the maximum number of records to enrich in each run.
  3. Click Settings, then enter a descriptive name for the schedule.
  4. Click Save enrichment job.

You have now created a scheduled enrichment job from a template. Apollo runs it based on the cadence and record limit you set.

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Manage Enrichment Schedules

Apollo admins can edit, pause, resume, or delete schedules for job change and missing email enrichment.

To manage an enrichment schedule:

  1. Launch Apollo, then go to Data enrichment > Data health center.
  2. Click View scheduled jobs.
  3. Click Pause, Resume, or Delete for the schedule you want to manage.
 
Pause for Thought

Pause a schedule if you may want to resume it later. Deleting a schedule permanently removes it from Apollo.

  1. Click … beside a schedule, then click Edit.
Edit option for an existing enrichment schedule
  1. Review or update the enrichment type, Find data via Waterfall, filters, cadence, and schedule name.
    • Existing missing email schedules don't automatically adopt Find data via Waterfall. Toggle it on if you want the schedule to use your team's configured waterfall sources.
  2. Click Save enrichment job.

You have now updated the enrichment schedule.

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Next Steps

Check out these resources to learn more about enrichment in Apollo:

Data Health Center Overview Learn how Apollo evaluates data quality and displays enrichment insights in the Data Health Center Overview.
Enrichment Overview Explore Apollo's enrichment options and choose the right method in the Enrichment Overview.
Use CRM Enrichment Configure enrichment for your connected CRM with Use CRM Enrichment.
Enrich Contacts with Job Changes Review and update saved contacts with new roles by following Enrich Contacts with Job Changes.
Use Waterfall Enrichment Find contact data across your configured data sources with Use Waterfall Enrichment.
Create a Workflow Automate actions for selected records by following Create a Workflow.

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