Use the Apollo Chrome Extension

Article author
Apollo Team
Updated

Overview

The Apollo Chrome Extension brings Apollo's features directly into supported platforms, including Google Calendar, Gmail, HubSpot, Salesforce, Pipedrive, Salesloft, LinkedIn, and company websites. 

The extension includes a set of general features available across all supported sites. The sections below explains how to use these features.

Back to Top

Use the Apollo Chrome Extension

Once the Apollo Chrome Extension is installed, you can take action on prospects directly from supported platforms. The actions below are available wherever the extension is supported.

When viewing a saved contact, you can take the following actions:

Person actions in the Apollo Chrome Extension

Persons

Add to list Add to Sequence Compose Email
Log Activity View colleagues Push to CRM
Review Additional Information

Add to list

To add a contact to a list with the Apollo Chrome Extension:

  1. Open a saved contact.
  2. Click Add to list.
  3. Select your preferred lists.
  4. Click Apply.

Select lists then click Apply to add contacts to list with the Apollo Chrome Extension

  1. (Optional) To add the contact to a new list, click Create a new list > Enter a list name > Click Create list & add.

Enter list name, then click Create list & add.

You have now added a contact to a list with the Apollo Chrome Extension.

Add to Sequence

To add a contact to a sequence with the Apollo Chrome Extension:

  1. Open a saved contact.
  2. Click Add to sequence.
  3. Select your preferred sequence.

Select preferred sequence to add contact to sequence with the Apollo Chrome Extension

  1. Click Add now.
  2. (Optional) To add the contact later, click ▾ > Schedule for later > Choose a date and time > Click Schedule add.

Select date & time and then click Schedule add to add contact to sequence at a scheduled time

You have now added a contact to a sequence with the Apollo Chrome Extension.

Compose Email

To send an email with the Apollo Chrome Extension:

  1. Open a saved contact.
  2. Click Compose email.
  3. Enter a subject and body for your email.
  4. Click Send Now to send the email immediately.

Write email subject and body, then click Send now

  1. (Optional) To send your email later, click Delivery Schedule > Select when you want to send the email > Click Schedule.

Select email delivery date and time, then click Schedule

You have now sent an email using the Apollo Chrome Extension.

Log Activity

To log a note or a call with the Apollo Chrome Extension:

  1. Open a saved contact.
  2. Click Log activity.
  3. Select an activity type.
  1. Enter your note.
  2. (Optional) To associate the note to records, click Associated records. You may associate the note with the following:
    • Contact
    • Company
    • Deals
    • Meetings
    • Conversations
  3. Click Save.

Enter a note, associated record, and click save

  1. Select a Call outcome.
  2. Select a Call purpose.
  3. Enter your note.
  4. Click Save.

Enter a note, select a call outcome and purpose, then click save

You have now logged an activity with the Apollo Chrome Extension.

View colleagues

To view the contact’s colleagues:

  1. Open a saved contact.
  2. Click View colleagues.
  3. Click New for unsaved contacts, Suggested for contacts suggested by Apollo, or All for both.
 
Prospecting's Greatest Hits

Suggested contacts are based on your target personas, past prospecting, and prospect score. 

When you save a contact, you may be charged for credit.

  1. Click the prospects you want to include for your next actions.
  2. Click your preferred action for the prospects. You can save the contact, add them to a list or sequence, push their information to your CRM, send an email, or access their contact info.

Select action for prospects

You have now viewed the contact’s colleagues with the Apollo Chrome Extension.

Push to CRM

Apollo integrates with multiple CRMs, and the options available depend on the CRM connected to your Apollo account.

CRM Steps
HubSpot Click Push to HubSpot to sync the contact's information to HubSpot.
Salesforce Click Push to Salesforce to sync the contact's information to Salesforce.
Salesloft
  1. Click Salesloft cadence > Select a Salesloft cadence > Select an email address to send the email from > Click Confirm.
  2. (Optional) If your preferred Salesloft cadence or User doesn't show, click Refresh Outreach cadence & users to reload the lists.
Outreach
  1. Click Outreach sequence > Select an Outreach sequence > Select an email address to send the email from > Click Confirm.
  2. (Optional) If your preferred Outreach sequence or User doesn't show, click Refresh Outreach cadence & users to reload the lists.

Review Additional Information

The following tabs are also available for additional context:

Information Tab Description
Contact information

View your contact’s email address or phone number. Hover your mouse over the email address or phone number to:

Email address:

  • Copy: Copy the email address.
  • Compose: Compose and send an email.
  • Edit: Edit the email address.
  • Info: View additional information about the email address, such as email type, source, and verification status.
  • Flag as inaccurate: Flag the email address as inaccurate to Apollo.

Phone numbers:

  • Copy: Copy the phone number.
  • Call: Call the contact via the phone number.
  • Edit: Edit the phone number.
  • Info: View additional information about the phone number, such as phone number type, source, and verification status.
  • Flag as inaccurate: Flag the phone number as inaccurate to Apollo.
Record fields

View your contact fields:

  • Lists
  • Contact owner
  • Stage

Click See all fields to view all related fields to the contact.

Compatibility check View the contact’s compatibility based on your scores and signals. This will help you determine whether the contact matches your ICP.
Notes View the notes associated with the contact. Click on Add note to add a note related to the contact. (Reference to note above).
Latest activity View the activities related to this contact. Click on Log activity to log a note or a call to the contact. (Reference to note above).
Conversations Access relevant contact information through their related links.
Links View the contact's recorded conversations to gather contextual information.
 
Mix & Match Your Moves

If you want to reorder the contact tabs, click Customize & Reorder > click and drag the ⋮⋮ icon to adjust the order > click Save.

 

When viewing a saved company, you can add it to a list or review informational tabs to gather actionable insights.

Add to list

To add a company to a list:

  1. Access a saved company.
  2. Click Add to list.
  3. Select your preferred lists.
  4. Click Apply.

Select company list, then click Apply

  1. (Optional) To add the company to a new list, click Create a new list > Enter a list name > Click Create list & add.

Enter company list name, then click Create List & Add

You have now added a company to a list with the Apollo Chrome Extension.

Review Additional Information

The following tabs are also available for additional context:

Information Tab Description
About Learn key details about the company, including its brief description, industries and keywords, location, number of employees, technologies used, and annual revenue.
Record fields

View your company fields:

 

Click See all fields to view all related fields to the contact.

Compatibility Check

Determine if a company fits your Ideal Customer Profile at a glance by leveraging signals based on demographic and behavioral filters that matter to you.

News

Stay up to date with the latest news about the company using this section. Use these insights to target and customize your messaging.

Conversations

Review and listen to recorded conversations for contacts within the company.

Links Access relevant company information through their related links. Similar Companies

View lookalike companies that are similar to the account. This helps you find organizations with similar firmographic characteristics, making it easier to identify those most likely to benefit from your outreach.

 

Back to Top

Next Steps

If you’re rolling out the Apollo Chrome Extension, these are the next clicks that make it feel “always-on” for you and your team.

Install the Apollo Chrome Extension Install and pin the Apollo Chrome extension to put prospecting and engagement tools right inside LinkedIn, Gmail, Google Calendar, and the sites you already live in.
Apollo Chrome Extension Overview Map out what the extension can do to pick the highest-impact surfaces (Gmail, LinkedIn, Google Calendar, CRMs, company websites) for your rollout instead of trying everything at once.
Use the Apollo Chrome Extension Across All Websites Surface Apollo insights on any company website to qualify accounts faster while you browse.
Troubleshoot the Apollo Chrome Extension Run the Chrome Extension troubleshooting steps to fix missing widgets, login hiccups, or sync oddities before they derail your team’s workflow.

Back to Top