Overview

Apollo is a sales engagement and B2B prospecting platform that combines a contact database, outreach sequences, a dialer, and analytics so sales teams can find, enrich, and convert prospects from a single workspace. Persona's Apollo integration allows you to automatically create and update contact records, look up contact stages and teammates, and create tasks — all directly from your Persona workflows. This enables fraud, compliance, and operations teams to keep Apollo's CRM data current with verified identity signals without any manual re-entry.

Benefits

Eliminate Manual CRM Updates: Automatically push verified contact data from Persona into Apollo the moment a verification completes, keeping your sales team's records accurate without manual copy-paste.

Act on Identity Signals Instantly: Trigger Apollo tasks for sales reps or account managers the moment a high-value user passes verification, enabling immediate outreach while intent is highest.

Prevent Duplicate Records: Use Persona's workflow logic alongside Apollo's built-in deduplication (by email) to avoid creating duplicate contact entries across your sales database.

Connect Compliance to Sales: Bridge the gap between identity review outcomes and sales pipeline activity so that approvals, flags, and decisions flow seamlessly into Apollo without human handoff.

Improve Data Quality: Populate Apollo contacts with structured, verified fields — name, title, phone, custom attributes — sourced directly from Persona's verified data rather than self-reported form entries.

Integration Features

Persona's Apollo integration enables automation and data synchronization across contact and task management workflows. Key capabilities include:

• Create Contact: Automatically create new contact records with full field support and optional deduplication.
• Update Contact: Update existing contacts by ID with name, email, title, phone, stage, labels, and custom fields.
• List Contacts: Retrieve a paginated, filterable list of contacts for lookup and enrichment.
• List Contact Stages: Fetch available contact stage IDs for use when creating or updating records.
• List Users: Retrieve workspace member IDs for task assignment and ownership mapping.
• Create Task: Programmatically create call, email, LinkedIn, or custom action tasks tied to a contact and assigned to a teammate.

Setting up the Apollo integration

Prerequisites

To set up the Apollo integration, ensure you have:

• Admin or manager access to your Apollo account
• An Apollo API key (available under your Apollo account settings under API)

Setting up the Apollo credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Apollo.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal, along with your Apollo API key, and click Continue.
4. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the Apollo integration in a workflow

1. Create a new workflow, or open an existing workflow you'd like to update.
2. Add a new action step > Integrations.
3. Select the Apollo integration and choose your Apollo credential.
4. Select the operation you want to run and map Persona data into the input fields.
5. Save and publish the workflow.

Apollo Operations Overview

Persona supports multiple Apollo API operations for managing contacts and tasks within your sales workspace. These actions allow you to automate contact creation, updates, lookups, and task assignment, ensuring your CRM data stays current based on Persona identity events.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Apollo integration:

Create Contact

Create a new contact in your Apollo workspace. Optionally enable deduplication to check for an existing contact with the same email before creating a new record — useful for avoiding duplicates when running verifications on returning users.

Configuration Steps:

• Provide values for required fields:
  • None required (first name and last name are strongly recommended)
• Optionally add:
  • First Name
  • Last Name
  • Email
  • Title
  • Organization Name
  • Account ID
  • Website URL
  • Label Names
  • Contact Stage ID
  • Present Raw Address
  • Direct / Corporate / Mobile / Home / Other Phone
  • Typed Custom Fields
  • Run Dedupe (true/false)

Update Contact

Update an existing Apollo contact's fields by contact ID. Use this to keep records current after a verification is completed or a case status changes.

Configuration Steps:

• Provide values for required fields:
  • Contact ID
• Optionally add:
  • First Name
  • Last Name
  • Email
  • Title
  • Organization Name
  • Account ID
  • Label Names
  • Contact Stage ID
  • Phone Numbers
  • Custom Fields

List Contacts

Returns a paginated list of contacts from your Apollo account with filtering and sorting support. Useful for lookups before creating a new contact.

Configuration Steps:

• No required fields.
• Optionally add:
  • Sort By (created_at, updated_at)
  • Sort Ascending (true/false)
  • Page
  • Per Page

List Contact Stages

Retrieves available contact stage definitions and their IDs. Use this to dynamically look up valid stage IDs before passing them into Create Contact or Update Contact.

Configuration Steps:

• No configuration required.

List Users

Returns workspace members (teammates) and their user IDs. Use this to look up assignee IDs before creating tasks.

Configuration Steps:

• No configuration required.

Create Task

Creates a task in Apollo tied to a contact and assigned to a teammate. Supports call, email, LinkedIn, and custom action task types.

Configuration Steps:

• Provide values for required fields:
  • Task Type (call, email, linkedin_step_message, action_item)
  • User ID (assignee)
  • Due Date
  • Contact IDs (array)
• Optionally add:
  • Priority (none, low, medium, high)
  • Status (scheduled, no_contact, not_interested, finished)
  • Note
  • Skipped (true/false)

FAQs

What happens if a contact with the same email already exists?

Set Run Dedupe to true on the Create Contact action. Apollo will return the existing record instead of creating a duplicate.

Can I assign tasks to specific teammates?

Yes. Use List Users to retrieve the Apollo user ID for the teammate you want, then pass it into the Create Task User ID field.