Introduction

Apollo.io is a sales intelligence and engagement platform used by sales and marketing teams to find, contact, and engage with potential customers. It provides a comprehensive B2B database, email automation, and analytics.

MoEngage <> Apollo.io

The integration of MoEngage and Apollo.io, facilitated by Zapier, empowers businesses to automate their lead nurturing process through seamless data synchronization.

With this integration, you can:

• Automatically send user and account data from Apollo.io to MoEngage.
• Instantly enroll new prospects into personalized marketing campaigns in MoEngage.
• Enrich existing user profiles in MoEngage with real-time updates from Apollo.io.
• Trigger contextual campaigns based on key prospecting activities and profile updates.

Use Cases

Integrating Apollo.io with MoEngage, using Zapier, helps you solve the following key use cases:

• Automated welcome and onboarding journeys: When a "New contact" is saved in Apollo.io, automatically create or update that user in MoEngage. This instantly enrolls high-value prospects into a personalized welcome email series or an automated onboarding journey.
• Targeted audience segmentation and personalization: Sync detailed firmographic and demographic data (like "Industry," "Company Size," or "Job Title") from new Apollo.io accounts to MoEngage. Use this data to build precise segments (for example, "VPs in the Fintech industry") and send them highly targeted campaigns, like a specific webinar invitation.
• Real-time profile enrichment: When a "Contact updated" trigger is executed in Apollo.io (for example, a prospect's job title changes), instantly update the corresponding user attribute in MoEngage. This ensures that your marketing campaigns consistently utilize the most up-to-date data for accurate personalization and segmentation, providing a more effective approach.

Key Features/Functionality

This integration uses Zapier to connect Apollo.io's triggers to MoEngage, primarily focusing on creating and updating user profiles. The following table explains the core integration scopes:

Step 1: Connect Apollo.io to Zapier

To connect Apollo.io to Zapier, perform the following steps:

1. Log in to the Apollo.io UI.
2. On the left navigation menu, scroll to the end, and click Admin Settings.
3. From the Admin Settings expanded menu, click Integrations.
   
   The Integrations page appears.
4. In the Search integrations box, search for API.
   The API keys page appears.
5. Click Create new key. 
   
   The Create new API key dialog box appears.
6. Under Name, in the Name box, type a name for the key.
7. In the Description box, type a description for the key.
8. Under APIs, use the search box or click the API you want to associate with this key in the Select an API to associate this key with list.
9. Click Create API key.
   
   The API key is now successfully created.
10. Click the copy icon next to the API Key in the Copy the API key dialog box.
11. Click Done.
    .
12. Next, log in to Zapier UI.
13. On the left navigation menu, click App Connections.
    The App Connection page appears.
14. In the upper-right corner, click + Add connection.
    
15. Search for and click Apollo in the Search for an app list.
    
16. Click Add connection.
    The Allow Zapier to access your Apollo Account? window appears.
17. Under API Key Obtained From Apollo (required), paste the Apollo API key you copied in step 3.
18. Under the Name (required) box, type the name to help you identify this specific Apollo account.
19. Click Yes, Continue to Apollo.
    
    You have now connected Zapier to Apollo. You can now use the integration to create zaps.

Step 2: Use the Integration (Create a Zap)

Zapier uses zaps to connect apps and services together. Each zap includes a trigger and at least one action. When you create a zap and a trigger takes place, Zapier automatically completes the action for you. You can create zaps that complete an action in Apollo, based on a trigger in another app, or in another app based on a trigger in Apollo.

To create a zap to complete an action in another app, perform the following steps:

1. Log in to the Zapier dashboard.
2. In the left navigation menu, click + Create.
3. In the menu that appears, click Zaps.
   
   Now, set up the Trigger.
4. Click Trigger and choose Apollo as the app.
   
5. Select one of the supported triggers (for example, New Contact) and click Continue.
6. Select the Apollo account you connected in step 1.
7. Click Find Records to test the trigger and fetch sample data.
   

   Now, set up the Action.

8. Click Action and search for and select the MoEngage app.
9. Select the action as Create or Update User.
   
10. Provide the following credentials in Zapier, which you can obtain from the MoEngage UI:
    1. In the Allow Zapier to access your Apollo Account? window, under MoEngage Data Center Region (required), click the appropriate region from the drop-down list.
    2. Under MoEngage App ID (required), paste the workspace ID (app ID) copied from MoEngage.
    3. Under MoEngage Data API Key (required), paste the Data API Key copied from MoEngage. 
       

       info

       Information To find your credentials, perform the following steps: On the MoEngage UI, navigate to Settings > Account > APIs. Copy the ID under Workspace ID (earlier app id). Copy the Data under API keys. Data Center IDs are assigned when signing up with MoEngage. Your data center ID can be identified from the dashboard URL. For example, if your dashboard URL is https://dashboard-04.moengage.com/v4/#/auth, your data center is data center 04, and the data center ID is DC-04. For more information, refer to Data Centers in MoEngage.

11. Click Yes, Continue to Apollo.
    
12. Now, create the mapping between Apollo fields and MoEngage user attributes based on the trigger selected.
    
    Use the Custom Attributes section to enrich the MoEngage profile with additional details.
    
13. Click Test step.
    
14. Click Publish.
    

After configuration, Zap will automatically trigger MoEngage with the relevant information every time the event occurs in Apollo.