Save Contacts and Accounts

Overview

You used Apollo to search for people and companies. Now, save these records as contacts and accounts to add them to your sales pipeline and start engaging with them.

After you save contacts and accounts, you can:

Add them to sequences
Create and manage associated deals
Book meetings
Review conversations from recent meetings
Add and edit custom contact or account fields

Check out the following sections to learn more about saving contacts and accounts.

Save a Contact or Account

To save a contact or account:

Launch Apollo and go to People or Companies.
Apply search filters to find prospects that fit your ideal customer profile.
Check one or more people or companies, then click Save.

People
Companies

Choose whether to enrich the saved prospects. Select Emails only or Email and phone numbers.

People selected to save as contacts with the Save button highlighted

If you add enrichment, toggle whether to find email or phone data with waterfall enrichment.

Next, choose whether to save people with verified, unverified, unavailable, or catch-all emails.

Choose whether to take the following actions:

Add to list: Add people to a list.
Add to sequence: Add people to a sequence.
Change owner: By default, you are selected as the owner. Select another owner if necessary.
Export as CSV: Download the selected people to a CSV file.

Actions available when saving contact records

Seeing Double

If you manage duplicate accounts manually, Apollo flags any saved contacts that match multiple accounts in Apollo or your CRM. Select your preferred account to map your contact and avoid creating duplicate contact records.

For more information about duplicate account settings, refer to Map a Contact to the Correct Duplicate Account.

Review the credit usage estimate.
When finished, click Save.

You have now saved people as contacts. You can easily view and manage saved contacts.

Fit Happens Fast

Did you know? Apollo's AI research can automatically qualify people when you save them as contacts so you can quickly see whether they're a good fit based on role, seniority, and buying influence.

To enable this feature, navigate to Settings > Objects, fields, and stages > Contact fields and stages. Search for and select the Qualify Contact custom field. Toggle to automatically run research when you save contacts.

Choose whether to take the following actions:
- Owner: Select an owner for your saved accounts. Check Also update the owner of any existing accounts in your current selection to re-assign any existing accounts to this owner.
- Lists: Add selected accounts to a list.
- CRM: Choose if you want to create records in your CRM, if they don't already exist.

You have now saved companies as accounts. You can easily view and manage saved accounts.

Next Steps

Are you looking to do more with Apollo's database? Try these next steps to enhance and organize your data:

Create and Use a List	Organize your saved records by setting up lists for outreach, segmentation, or campaign tracking to keep everything tidy and workflow-ready.
Merge Duplicate Records	Clean up your contact list by merging duplicate records to avoid confusion and keep your data accurate.
Use CSV Enrichment	Enhance your saved contacts and accounts by running CSV enrichment to fill in missing details like phone numbers, domains, or titles.
Use Buying Intent	Target the most promising saved contacts by applying buying-intent filters to focus on those actively researching topics related to your product.
Use AI Research	Use AI-powered research to discover key insights about contacts and accounts to save time and tailor your outreach.