crm

Add Apollo to your AI agent

Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development

Things your agent can do in Apollo
54

Things your AI can do in Apollo

Your FormWise AI can handle any of these in Apollo — on its own, without you needing to click a button.

  • Add Contacts to Sequence

    Popular

    Adds contacts to a specified Apollo email sequence and returns the contact details. `sequence_id`, `emailer_campaign_id`, and `send_email_from_email_account_id` must be retrieved from Apollo listing/search endpoints before calling this tool — these IDs cannot be inferred from names.

  • Bulk organization enrichment

    Popular

    Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io'). Each call consumes Apollo credits per domain enriched; monitor quota to avoid exhaustion errors.

  • Bulk people enrichment

    Popular

    Use to enrich multiple person profiles simultaneously with comprehensive data from Apollo's database. Each call consumes Apollo credits; avoid re-enriching the same contacts. Responses may include null or missing fields (e.g., email, phone, organization); treat unmatched records as valid 'no match' outcomes, not errors. Heavy use may trigger HTTP 429; respect Retry-After headers.

  • Bulk update account stage

    Popular

    Bulk updates the stage for specified existing Apollo.io accounts, moving them to a valid new account stage.

  • Get Account by ID

    Popular

    Tool to retrieve detailed information about a specific account by its Apollo ID. Use when you need to fetch complete account data including company details, contact information, and CRM integration fields.

  • Check Apollo API key status

    Popular

    Tool to check whether the provided Apollo API key is valid and accepted by Apollo (health/auth check).

  • Get Apollo Contact

    Popular

    Retrieves detailed information about a specific contact by its ID. Use this to view contact details including name, email, phone numbers, organization, and custom fields.

  • Get Apollo deal

    Popular

    Retrieves information about a specific deal by its ID. Use this when you need to view details of a single deal.

  • Get Labels

    Popular

    Retrieves all labels from Apollo.io, used for organizing contacts and accounts. Call this before APOLLO_CREATE_CONTACT or APOLLO_UPDATE_ACCOUNT to validate label values against the returned list; mismatched labels cause 400/422 errors.

  • Get opportunity stages

    Popular

    Retrieves all configured opportunity (deal) stages from the Apollo.io account.

  • Get Organization by ID

    Popular

    Retrieves complete information about a specific organization by its Apollo ID. Use when you need detailed company data including funding, technologies, employee counts, and more.

  • Get Organization Job Postings

    Popular

    Retrieves paginated job postings for a specified organization by its ID, optionally filtering by domain; ensure `organization_id` is a valid identifier.

Show 42 more things it can do
  • Get Apollo Task

    Popular

    Retrieves the full details of one Apollo task by ID, including associated records and type-specific data when present.

  • Get typed custom fields

    Popular

    Retrieves all typed custom field definitions available in the Apollo.io instance, detailing their types and configurations. Call before constructing payloads for APOLLO_UPDATE_CONTACT or APOLLO_UPDATE_ACCOUNT — mismatched types or invalid enum options cause 400 errors.

  • List email accounts

    Popular

    Retrieves all email accounts and their details for the authenticated user; takes no parameters.

  • List Fields

    Popular

    Retrieves all field definitions from Apollo.io, including system fields and custom fields. Use the optional 'source' parameter to filter by field type (system, custom, or crm_synced).

  • Apollo people search

    Popular

    Searches Apollo's contact database for people using various filters; results capped at 50,000 records and does not enrich contact data. Combining multiple strict filters (organization_ids, person_titles, person_seniorities) can return zero results — start broad and narrow iteratively. Result records may have null email, phone, or organization fields.

  • Search Apollo Conversations

    Popular

    Search Apollo video meetings and dialer calls using record, participant, date, scorecard, sorting, and visibility filters.

  • Search news articles

    Popular

    Tool to search for news articles about companies in Apollo's database. Use when you need to find recent news, announcements, or updates about specific organizations using their Apollo IDs.

  • Search outreach emails

    Popular

    Tool to search for outreach emails sent through Apollo sequences. Use when you need to find emails created and sent by your team as part of Apollo email campaigns. This endpoint requires a master API key and has a display limit of 50,000 records (100 records per page, up to 500 pages).

  • Search sequences

    Popular

    Searches for sequences (e.g., automated email campaigns) in Apollo.io.

  • Search tasks

    Popular

    Searches for tasks in Apollo.io using filters like keywords, date ranges (due, created, updated), priorities, types, assigned users, associated contacts/accounts, supporting sorting and pagination.

  • Update account ownership

    Popular

    Updates the ownership of multiple Apollo accounts to a specified user. Use when bulk assigning account ownership to a team member.

  • Update contact ownership

    Popular

    Updates the ownership of specified Apollo contacts to a given Apollo user, who must be part of the same team.

  • Update contact stage

    Popular

    Updates the stage for one or more existing contacts in Apollo.io to a new valid contact stage, useful for managing sales funnel progression.

  • Update contact status in sequence

    Popular

    Updates a contact's status within a designated Apollo sequence, but cannot set the status to 'active'.

  • Complete Apollo Task

    Permanently mark an Apollo task as completed and return its resulting state. Apollo provides no undo or reopen route, so confirm the task ID before calling.

  • Create an Apollo account

    Creates a new account in Apollo.io; a new record is created even if a similar account exists, and provided `owner_id` or `account_stage_id` must be valid existing IDs. The response includes the new account's ID, which can be used directly in subsequent calls.

  • Bulk create Apollo accounts

    Creates multiple accounts in Apollo.io with a single API call (maximum 100 accounts per request). Use when creating multiple company records at once.

  • Bulk create Apollo contacts

    Tool to bulk create multiple contacts in Apollo with a single API call. Use when you need to create multiple contacts efficiently. Supports up to 100 contacts per request with optional deduplication.

  • Create call record in Apollo

    Tool to log call records in Apollo from external systems. Use when recording calls made through outside systems like Orum or Nooks; requires a master API key and cannot dial prospects directly.

  • Create Apollo contact

    Creates a new contact in Apollo.io; use `account_id` to link to an organization and `contact_stage_id` for sales stage. Apollo does not auto-deduplicate — duplicate records sharing the same email are silently created; always search via APOLLO_SEARCH_CONTACTS before calling this tool. Requires explicit user confirmation before execution.

  • Create custom field

    Creates a new custom field in Apollo.io for contacts, accounts, or opportunities. Use when you need to define additional data fields beyond Apollo's standard attributes.

  • Create Apollo deal

    Creates a new sales opportunity (deal) in Apollo.io; all provided IDs (`owner_id`, `account_id`, `opportunity_stage_id`) must be valid existing Apollo identifiers. This action has persistent side effects — obtain explicit user confirmation before invoking.

  • Create Apollo Sequence

    Create an Apollo outreach sequence, optionally including steps and email variants.

  • Create Apollo Task

    Tool to create a single task in Apollo.io. Use when you need to add a new task to your team's Apollo account for a specific contact. The task will be assigned to a user and includes details like type, status, priority, due date, and optional notes.

  • List Apollo account stages

    Retrieves the IDs for all available account stages in your team's Apollo account.

  • List apollo contact stages

    Retrieves all available contact stages from an Apollo account, including their unique IDs and names.

  • List Apollo deals

    Retrieves a list of deals from Apollo, using Apollo's default sort order if 'sort_by_field' is omitted.

  • List Apollo Notes

    List notes associated with Apollo records. Supply at least one contact, account, opportunity, calendar-event, or conversation ID field.

  • List Apollo Users

    Retrieves a list of all users (teammates) associated with the Apollo account, supporting pagination via `page` and `per_page` parameters. Use this to obtain numeric user IDs required by operations like APOLLO_UPDATE_CONTACT_OWNERSHIP — names or email addresses are not accepted in place of these IDs.

  • Enrich organization data

    Fetches comprehensive organization enrichment data from Apollo.io for a given company domain; results are most meaningful if the company exists in Apollo's database. Each call consumes Apollo credits and may be unavailable on free plans. Returns HTTP 429 under burst usage; use exponential backoff on retries.

  • Search organizations in Apollo

    Searches Apollo's database for organizations using various filters; consumes credits on every call (unavailable on free plans) — avoid re-running identical queries and surface quota errors rather than retrying. Retrieves a maximum of 50,000 records; uses `page` (1-500) and `per_page` (1-100) for pagination — check `total_pages` in the response to iterate. Overly strict filter combinations can return zero results; start broad and narrow iteratively. Empty results and `org_not_found` are valid outcomes, not errors.

  • Enrich person with Apollo

    Enriches and retrieves information for a person from Apollo.io. Requires one of: `id`, `email`, `hashed_email`, `linkedin_url`, or (`first_name` and `last_name` with `organization_name` or `domain`) for matching. `webhook_url` must be provided if `reveal_phone_number` is true. Name-only inputs without `organization_name` or `domain` frequently return no matches.

  • Search Apollo Accounts

    Searches for accounts within your existing Apollo.io database using various criteria; requires a paid plan and is limited to 50,000 records.

  • Search for Calls

    Searches for call records in Apollo.io using filters like date range, duration, direction (inbound/outgoing), users, contacts, purposes, outcomes, and keywords. Supports pagination for efficient data retrieval.

  • Search Apollo contacts

    Searches Apollo contacts using keywords, stage IDs (from 'List Contact Stages' action), or sorting (max 50,000 records; `sort_ascending` requires `sort_by_field`). Search before creating contacts to avoid duplicates.

  • Update an Apollo account

    Updates specified attributes of an existing account in Apollo.io.

  • Update Apollo call record

    Tool to update an existing call record in Apollo.io. Use when you need to modify details of a previously logged phone call such as duration, status, notes, or associated contact/account information.

  • Update Apollo contact details

    Tool to update an existing contact's information in Apollo. Use when you need to modify contact details such as name, email, phone, title, organization, or custom fields. At least one field beyond contact_id must be provided.

  • Bulk update Apollo contacts

    Tool to bulk update multiple Apollo contacts with a single API call. Use when updating multiple contacts simultaneously - either apply the same updates to all contacts using contact_ids, or apply different updates to each contact using contact_attributes. Automatically processes asynchronously for more than 100 contacts.

  • Update Apollo deal

    Updates specified fields of an existing Apollo.io deal (opportunity), requiring a valid `opportunity_id`.

  • Update Apollo Task

    Update editable details of an existing Apollo task. Supply at least one update field in addition to task_id.

  • View API Usage Stats

    Fetches Apollo API usage statistics and rate limits for the connected team. Use before large enrichment/search runs to understand current API usage and plan/budget constraints.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Apollo is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Apollo, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Apollo for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Apollo work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Apollo to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Apollo in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Apollo.

  3. 3

    Hit "Connect"

    Click "Connect Apollo" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Apollo

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Apollo actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Apollo for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Apollo workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Apollo users had before signing up

Do I need to know how to code?

Not even a little. If you can use Apollo today, you can set this up. You'll connect Apollo, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Apollo login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Apollo or delete everything any time.

What happens when Apollo updates their app?

We handle it. When Apollo adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Apollo takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Apollo — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Apollo on FormWise

Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development

Connect Apollo once and your FormWise AI gets 54 things it can do inside it. That means your AI can handle the Apollo work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Apollo? Take a look at www.apollo.io.

Stop doing the Apollo work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.