Configure the Dialer

Article author
Eric Zrinsky
  • Updated

Overview

 
Dialer Availability

Please note, the dialer is available for customers in the Professional and Custom pricing plans. If you have a Professional plan, you may make and receive phone calls only within the United States. Apollo provides 10 minutes of dialing time per dollar spent on your Professional subscription. If you have a Custom plan, you may make calls within the United States and internationally (pending approval). Apollo provides 3 minutes of international dialing time per dollar spent on your Custom subscription.

Apollo counts your talk time by the second, not by the minute. If you talk for 32 seconds, Apollo does not round up to the closest minute—we count 32 seconds, just as it should be.

You can make and receive phone calls directly from Apollo with the in-app dialer. This allows you to contact the leads you prospect on the platform. Additionally, you can enable automatic call recording, transcriptions, and CRM logging. This article describes the types of calls you can make and receive with Apollo as well as how to obtain an Apollo phone number and configure it for incoming and outgoing calls.

 
Managing Minutes Like a Boss

To keep track of your team’s talk time, click Settings and then click Manage Plan. Scroll to Dialer Usage and voila! Your monthly minutes are there waiting to be admired.

Dialer Usage

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Get An Apollo Phone Number

Get a New Phone Number (US)

 
Phone Number Requests

Please note, you can only request 5 new phone numbers per month. International Phone numbers are an add-on feature. Please contact your CSM or the [Apollo Support team](mailto:support@apollo.io) if you would like to add this feature to your account.

Launch Apollo and navigate to Settings.

Settings

Click Voice from the "You" section.

Voice

Click the Set Up a Phone Number button.

Set Up A Phone Number

Enter a US area code that you would like to call from and then click Search.

Search For a Number

Select the number you want to use from the list and then click the Choose Number button.

Search For a Number

Your Apollo phone number is now configured.

Added Number

 
Local Phone Numbers

Please note, if you have the feature enabled for your account, you can use a phone number with an area code local to the contact you are calling by clicking the checkbox for "Use a local phone number by default." You can read more about this feature in the Make Calls with Local Phone Numbers from the Dialer article. Please contact your CSM or the Apollo Support team if you have any additional questions.

Local

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Get a New Phone Number (International)

International dialing is available within Apollo with VoIP phone calls as an add-on feature.

 
Phone Number Requests

Please note, you can only request 5 new phone numbers per month. International Phone numbers are an add-on feature for customers in the Custom tier. Please contact your CSM or the [Apollo Support team](mailto:support@apollo.io) if you would like to add this feature to your account.

Launch Apollo and navigate to Settings.

Settings

Click Voice from the "You" section.

Voice

Click the Set Up a Phone Number button.

Set Up A Phone Number

Enter the ISO Alpha-2 country code that you would like to call from and then click Search.

Search For a Number

 
Available International Phone Numbers

Please note, Apollo supports an extensive list of supported international phone numbers. For a list of all of the available countries and the required documentation, please refer to the Phone Number Regulations page on Twilio's website.

Some international phone numbers require you to submit identification documents and information to meet regulatory requirements. These documents may include a government-issued ID, a visa, or a passport in addition to a utility bill, tax notice, rent receipt, or a title deed to establish proof of address. If you have the required documentation, click Yes, Proceed.

Required Documentation

 
Common Reasons for Document Rejection

Please note, our third-party provider, Twilio, may reject your documentation if it is not valid or legible. Some of the most common reasons your documentation may be rejected include:

  • The document uploaded is expired
  • The document uploaded is not acceptable proof of identification
  • The address on the document uploaded does not match an address on your account
  • The name on the document does not match the information you have entered in the identity record
  • The government office you selected in the identity record does not match what is on the document you uploaded
  • Information is missing
  • There is no ID to match the name listed on the Business Registration
  • The identity document must show both the front and back of the identification
  • The identity document shows that the user is younger than 18

Select the type of documentation that you want to upload, include your first and last names in the text boxes, and then click Upload Proof of Name to select the document from your computer.

Verify Name

Next, select document type that you will upload as proof of your address, enter your street, city, region, and postal code information in the text boxes and then click Upload Proof of Address to select the document from your computer.

 
Proof of Address

Please note, the proof of address documentation that you provide must be from within the country you are trying to register a phone number. Documentation from outside of the country will result in rejection.

Once submitted, it may take up to 48 hours to verify your documentation.

Application Submitted

You will receive an email once Twilio has processed your application.

  • If you application is rejected, you should refer to the "Common Reasons for Document Rejection" callout above to update your documentation and resubmit your application.
  • If your application is accepted, you can use the steps below to continue selecting an international phone number.

Launch Apollo and navigate to Settings.

Settings

Click Voice from the "You" section.

Voice

Click Choose a Number to select a phone number option for the country for which you were approved.

Application Submitted

Enter the ISO Alpha-2 country code for the country you were approved and click Search.

Search

Select a phone number from the list and then click ✔ Choose Number.

Select Number

Your international phone number is now assigned to your Apollo account.

Number Added

 
Waiting Period

Please note, it may take an additional 24 hours for Apollo to confirm and allot your new phone number.

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Configure Calls

Types of Calls

There are two types of call options you can configure for your outgoing and incoming calls, Bridge and VoIP.

Bridge allows you to consolidate calls to your mobile device while retaining the ability to log and record them in Apollo. If you enable Bridge calls for outgoing or incoming phone calls, you must enter your personal phone number. Bridge calls are only available for US phone numbers. International dialing is not supported with Bridge.

  • Incoming Calls: Contacts need to call your Apollo phone number for the call to be bridged to your personal phone number. Voicemails are left on your phone's mailbox, assuming that you have configured a voicemail box for your phone.
  • Outgoing Calls: You will receive a call to your personal phone number from your Apollo number. This call will prompt you to complete the bridge by interacting with your dialer. This sends the given contact a phone call from your Apollo number.
 
Bridged Calls And Your Personal Phone Number

Please note, Apollo will never send the call to your contact from your personal phone number.

VoIP (Voice over IP) allows you to place or receive calls in your browser via your Apollo phone number. This provides you with the same click-to-call and call recording functionality as the Bridge option, but there is no voicemail feature.

 
Recording Voicemails

Please note, Apollo phone numbers are not associated with voicemail boxes. If you would like to receive voicemails for incoming calls, please use the Bridge option rather than VoIP. Bridge is not available for international numbers and calls.

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Configure Outgoing Calls

Select Call Type

Launch Apollo and navigate to Settings.

Settings

Click Voice from the "You" section.

Voice

From the "Outgoing Call" dropdown, select how you would like to make outgoing calls.

Outgoing Calls

If you select Bridge, outgoing calls will be made via the phone number that you add to the text box.

Bridge

 
Use Your Own Number

Please note, you must use your own phone number if you select the Bridge option. If you use a number that you don't have access to, Bridge will not work.

If you select VoIP, outgoing calls will be received in your browser.

VoIP

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Configure Incoming Calls

Select Call Type

Launch Apollo and navigate to Settings.

Settings

Click Voice from the "You" section.

Settings

From the "Incoming Call" dropdown, select how you would like to receive incoming calls.

Call Options

If you select Bridge, incoming calls will be received via the phone number that you add to the text box.

Bridge

 
Use Your Own Number

Please note, you must use your own phone number if you select the Bridge option. If you use a number that you don't have access to, Bridge will not work.

If you select VoIP, incoming calls will be made from your browser.

VoIP

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Enable Call Recording

Launch Apollo and navigate to Settings.

Settings

Click Voice from the "You" section.

Voice

Click the "Record All Voice Calls" checkbox to enable call recording for all incoming voice calls.

Record Calls

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Configure Call Debugging

Launch Apollo and navigate to Settings.

Settings

Click Voice from the "You" section.

Voice

If you want to enable logging for connection errors, click the checkbox for Debugger.

Debugger

 
Call Debugging

Please note, the call Debugger feature is helpful for the Apollo Customer Support team for diagnosing connection errors for your calls. If you enable Debugger and a call fails, take a screenshot of the warning messages and send it to the Apollo Support team.

Debugger

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