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Overview
The Apollo Chrome extension adds Apollo functionality to your Gmail mailbox and allows you to load templates, create follow-ups, and sync your interactions with Salesforce.
Follow the steps below for detailed instructions about how to use the added Apollo functionality in your Gmail mailbox.
Load Templates in Gmail
Launch the Gmail mailbox that you have synced with Apollo. Then, click Compose.
Click Select Template.
In the new modal, click an existing template to load it. If you do not have any templates or if you would like to create a new one, click + New.
After you load a template, continue to tweak your email as normal. Click Send when you're finished.
Create a Follow-up Reminder in Gmail
Launch the Gmail mailbox that you have synced with Apollo. Then, click Compose.
Click Follow-Up.
In the modal, select a time and parameters for your reminder.
Click Set Follow-up.
Push Email Interactions to Salesforce
Launch the Gmail mailbox that you have synced with Apollo. Then, click Compose.
If your Apollo account is linked to Salesforce, you can launch the Salesforce modal. Click Salesforce.
Track your emails in Salesforce with the toggle.
Search for the "lead" or "contact" for which you want to associate this email.
Search for a "Salesforce Opportunity" for which you want to associate this email.
Click Track to enable or disable email tracking.
Additional Settings
All Accounts
Launch the Gmail mailbox that you have synced with Apollo. To adjust the general mailbox settings for your synced Gmail mailbox, click Apollo next to the search bar.
You can enable or disable email tracking, templates, send later, and reminders.
Additionally, you can enable or disable desktop notifications.
You can also enable default reminders when you do not receive a reply.
Accounts With Salesforce Integrated
You can enable or disable logging for all outgoing emails to Salesforce by default.
You can also automatically log emails in Salesforce to the most recent "Opportunity" for the contact's company.
