Use the Apollo Chrome Extension in Gmail

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Matthew Charles
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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.

Overview

Follow the steps below for detailed instructions about how to use the added Apollo functionality in your Gmail mailbox.

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Load Templates in Gmail

Launch the Gmail mailbox that you have synced with Apollo. Then, click Compose.

Compose

Click Select Template.

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.

Select Template

After you load a template, continue to tweak your email as normal. Click Send when you're finished.

Send

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Create a Follow-up Reminder in Gmail

Launch the Gmail mailbox that you have synced with Apollo. Then, click Compose.

Compose

Click Follow-Up.

Follow-Up

In the modal, select a time and parameters for your reminder.

Set Parameters

Click Set Follow-up.

Set Follow-up

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Push Email Interactions to Salesforce

Launch the Gmail mailbox that you have synced with Apollo. Then, click Compose.

Compose

If your Apollo account is linked to Salesforce, you can launch the Salesforce modal. Click Salesforce.

Salesforce

Track your emails in Salesforce with the toggle.

Track your emails in Salesforce

Search for the "lead" or "contact" for which you want to associate this email.

Lead or Contact

Search for a "Salesforce Opportunity" for which you want to associate this email.

Salesforce Opportunity

Click Track to enable or disable email tracking.

Track

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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.

General Mailbox Settings

You can enable or disable email tracking, templates, send later, and reminders.

Tracking

Additionally, you can enable or disable desktop notifications.

Notifications

You can also enable default reminders when you do not receive a reply.

Reminders

Accounts With Salesforce Integrated

You can enable or disable logging for all outgoing emails to Salesforce by default.

Logging

You can also automatically log emails in Salesforce to the most recent "Opportunity" for the contact's company.

Opportunity

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