Note: Apollo.io integration is available exclusively for RB2B Pro users.
Getting Started
Before starting the integration process with Apollo.io, please confirm that your API key is set as a master API key. Only master keys provide the necessary permissions for full functionality in RB2B. For step-by-step instructions on creating or verifying a master API key, please refer to Apollo’s documentation on API Keys.
Troubleshooting
Troubleshooting documentation for RB2B's Apollo.io integration can be found at https://support.rb2b.com/en/articles/10090963-troubleshooting-apollo-io
Key Considerations for Apollo Integration
RB2B’s Apollo.io integration offers two distinct modes for sending visitor profiles: Manual Pushes and Automatic Pushes. Each mode has specific requirements and limitations.
Manual Pushes
When configured with Slack, a ‘Push to Apollo’ button will appear on visitor profiles in Slack, enabling you to manually push selected profiles to Apollo.
Requirement: Slack is required to use the manual push feature.
Benefit: Manual pushes allow you to select multiple sequences for sending data, providing flexibility in targeting various Apollo sequences based on visitor profiles.
Automatic Pushes
To enable automatic pushes, toggle on Auto Sync Profiles in the integration settings. With this feature, RB2B will automatically send profiles of identified visitors to Apollo.
Requirement: Auto sync is ideal if you are focusing on sending only ICP (Ideal Customer Profile) tagged visitors to Apollo.
Limitation: With automatic pushes, you are restricted to sending data to a single sequence. This ensures that profiles are consistently sent to a specific sequence based on your configured criteria.
Step-by-Step Guide: Setting Up Your Apollo.io Integration
Navigate to Integrations:
Go to the Integrations section from the sidebar menu in your RB2B account.
Locate and select Apollo.io among the available integration options, or visit RB2B's Apollo.io integration page.
Add Your Apollo.io API Key:
In the input field provided, enter your Apollo.io API Key.
If you don’t have your API key, Apollo provides a helpful guide for locating it in their API Key Documentation.
Validate Your API Key:
Click Validate API Key to ensure the API key is entered correctly.
Once the API key is successfully validated, you’ll have the option to either click Save to apply and publish your changes or Discard if you need to make adjustments.
Choose Your Sequence(s):
After validating your API key, you’ll be prompted to select the sequence(s) to which you want to send profiles.
If no sequences appear, click the refresh icon. If they still don’t appear after refreshing, double-check that your API key is indeed a master API key, as non-master keys will not display sequences.
Following these steps should ensure a smooth setup for your Apollo.io integration. For any issues not resolved by these instructions, consult Apollo’s support or RB2B’s customer service for further assistance.