Use Apollo Inside Salesforce

Overview

If you spend most of your prospecting cycle in Salesforce, you can use Apollo directly inside Salesforce. After you connect the Salesforce integration on Apollo and configure fields and sync settings, add the integration into Salesforce to get work done without switching apps.

Check out the following sections to use Apollo inside Salesforce.

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Use Apollo on Salesforce

To use Apollo on Salesforce:

1. Log into Salesforce and create a Visualforce page.
2. Name the page and the label Apollo.
3. Paste the following snippet into the Visualforce markup:

<apex:page standardController="Account">
    <apex:iframe src="https://app.apollo.io/#/embedded-crm/account?crm_object_id={!account.id}"/>
</apex:page>

4. Save the Visualforce page, and navigate to an account in Salesforce.
5. Click Settings > Edit Page.
6. Click a tab, then add a new tab to the page. Change the tab type to Custom. Enter Apollo for the name.
7. Drag the Visualforce component into the tab's empty space.
8. Select the Apollo page you just created, and set the height to 450.
9. Click Save.
10. Navigate back to an account, and click Apollo.
11. Apollo shares prospects from the selected account.

You can save contacts to Apollo, email prospects from Apollo, add prospects to a sequence, add them to a list, export prospects to Salesforce, and manage owners or accounts.

You have now used Apollo on Salesforce.

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Next Steps

Now that Apollo is embedded in Salesforce, here are a few ways to keep momentum and turn activity into pipeline.

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