LESSON
1/10
Integrating with HubSpot
6:35
Integrate your HubSpot CRM with Apollo, then adjust push settings, create a custom ‘source’ field, and map fields between HubSpot and Apollo.
Integrating with Salesforce, part 1
5:06
Integrate your Salesforce account with Apollo, then pull records from Salesforce to Apollo.
Integrating with Salesforce, part 2
5:10
Push records from Apollo to Salesforce.
Integrating with Salesforce, part 3
3:54
Explore the ins and outs of Salesforce authentication setup, as well as stage & field mappings.
Creating Plays (automations), part 1
6:40
Create powerful automations using Apollo data or integrating data from your CRM. Learn how to automatically add inbound leads to a sequence.
Creating Plays (automations), part 2
7:08
Create automations based on stage and buyer intent data.
Apollo Analytics
4:56
Optimize your outbound workflow by getting a bird’s eye view on how your engagement efforts are performing. Create reports using metrics and dimensions, and create custom dashboards.
Enriching your CRM
5:56
Keep your contact info up to date by enriching your CRM. Review potential enrichments and schedule data automation.
Enriching a CSV
2:52
Keep your contact info up to date by enriching a CSV file. Enrich by people or companies and choose standard fields.
The Data Health Center
4:21
Easily find your total addressable market and keep an eye on the health and quality of the data in your CRM.
How to Enrich Your CRM and Create Automations With Apollo
10 Lessons
|
Total: 53 minutes
In this course, you'll learn how to clean up contact data in your CRM or from a CSV (so no lead ever goes to waste), and how to create automations within Apollo.
Over ten short videos, sales expert Josh Garrison covers the ins-and-outs of using Apollo to hit your growth goals.
Josh will cover how to:
- Integrate Apollo with HubSpot or Salesforce
- Create powerful automations to streamline routine tasks
- Optimize your workflow with in-depth analytics
- Keep your contact info up to date via data enrichment
- And more!
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LEARN APOLLO HOST
Josh Garrison
VP of Product Education & Content, Apollo.io
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