💡Beta Features must be enabled in the tenant in order to access the Apollo Beta Integration. Please reference How to Enable Beta Integrations for assistance.

Leverage Apollo Integration with Hatz AI: Features and Tools Guide

The integration of Apollo and Hatz AI unlocks a wealth of opportunities for users looking to supercharge their sales and marketing workflows with the power of Hatz AI. Whether you're discovering new leads, managing customer relationships, or automating outreach, this fusion brings exceptional capabilities to your fingertips.

This guide will walk you through the features and tools provided by the Apollo tool with Hatz AI's capabilities.

What is the Apollo Tool?

The Apollo tool is a feature-rich integration that allows users to connect and interact directly with Apollo's CRM and lead generation platform. It supports a comprehensive suite of tools for managing contacts, accounts, deals, email sequences, and much more. With Hatz AI now connected to this tool, you can automate tasks, enrich data, and perform intelligent operations across your entire sales and marketing funnel.

How and What Can a User Access?

Each user on the Hatz platform is required to connect their individual Apollo account through a secure integration setup. This process involves using an API key from your Apollo account to authenticate.

This method ensures that the integration strictly complies with Apollo’s security protocols while respecting the access permissions and rules assigned to each user’s account.

It’s important to note that the Hatz Apollo integration will never exceed the access levels granted to the user within Apollo, guaranteeing alignment with the platform’s governance policies. As a result, outcomes and available features may vary depending on each user’s specific permissions and authenticated access.

How to Connect:

In order to connect to the integration you must use your Apollo Master API Key to gain full functionality.

Login to the customer dashboard view
Click the "Workspace" Tab
Click "Integrations"
Click "Add an Integration"
Find Apollo, click "Add"
Grab your Apollo Master API Key
1. Please follow the Apollo API Docs linked here
Click Connect

Features of the Apollo Integration Tool

1. Comprehensive Contact Management

Create and Update Contacts: Add new contacts or modify existing ones with detailed information such as name, email, title, and associated organization.
Advanced Search: Search for contacts within your Apollo database using various filters like keywords and contact stage IDs.
Ownership and Stage Management: Easily update contact ownership to assign leads to different team members and modify their stage to reflect their journey through the sales funnel.

2. Powerful Account and Organization Tools

Account Management: Create, update, and search for accounts in your Apollo.io database.
Data Enrichment: Enrich organization data using just a company domain to get comprehensive details. You can also enrich data for up to 10 organizations at once.
Stage Management: Bulk update the stage for multiple accounts simultaneously to efficiently manage your sales pipeline.

3. Deal and Opportunity Management

Create and Update Deals: Create new sales opportunities (deals) and update existing ones with details like amount, stage, and associated account.
Pipeline Visibility: Retrieve all configured opportunity stages from your Apollo account to maintain a clear view of your sales pipeline.

4. Automated Outreach and Sequences

Email Sequence Management: Search for your existing email sequences and add contacts to them to initiate automated outreach campaigns.
Control Contact Status: Update a contact's status within a sequence to manage their journey through your automated campaigns.

5. Lead Generation and Prospecting

People Search: Search Apollo's vast contact database for new leads using filters like location, seniority, title, and keywords.
Organization Search: Find potential new accounts by searching for organizations based on location, employee count, and other criteria.
Enrich Person Profiles: Enrich person profiles to get comprehensive data from Apollo's database.

6. Task and Team Management

Task Automation: Create and search for tasks in Apollo, allowing you to automate follow-ups and other critical activities.
User Management: Retrieve a list of all users (teammates) in your Apollo account to facilitate collaboration and task assignment.

7. Customization and Labeling

Manage Labels: Retrieve all labels from your Apollo account, which can be used for organizing contacts and accounts.
Access Custom Fields: Get a list of all typed custom field definitions to ensure your data is structured according to your business needs.

Why Use the Apollo Integration with Hatz AI?

Connecting your Apollo data to and leveraging Hatz AI allows you to:

Automate Lead Nurturing: Automatically add new leads to targeted email sequences.
Enrich Data for Smarter Outreach: Turn a simple domain name into a rich company profile, enabling highly personalized communication.
Streamline Sales Operations: Automate the creation of deals, tasks, and contact updates to keep your sales pipeline moving.
Boost Productivity: Let Hatz AI handle the repetitive tasks so your team can focus on building relationships and closing deals.
Make Data-Driven Decisions: Use Hatz AI to analyze your Apollo data and uncover insights that can drive your sales and marketing strategies.

Real-Life Use Cases

Scenario 1: Automated Lead Enrichment and Outreach

A user can search for organizations in a specific industry and location using the organization_search tool. Then, using Hatz AI, they can enrich these organizations to get more details and use the people_search tool to find key decision-makers. Finally, Hatz AI can automatically add these new contacts to a targeted introductory email sequence.

Scenario 2: Dynamic Sales Pipeline Management

When a contact replies positively to an email sequence, a user can have Hatz AI automatically update the contact's stage in Apollo. Hatz AI can then create a new deal associated with that contact and their organization, assign it to the appropriate sales representative, and create a follow-up task for the representative in Apollo.

Scenario 3: Bulk Data Management for Campaign Targeting

A marketing team can use Hatz AI to take a list of existing accounts and bulk-update their account stage based on recent engagement data. This allows them to easily segment their audience for a new campaign and ensure that their messaging is relevant to each account's current relationship with the company.

Apollo & Hatz AI: Use Case List

This list outlines practical applications of the Hatz AI and Apollo integration. It is categorized by the core features available through the tool, providing examples of direct Chat Prompts for quick, ad-hoc tasks and Workflows that can be built for more structured, repeatable automation.

1. Lead Generation & Enrichment

Use Case	Description	Chat Prompt Example	Workflow for Automation
Targeted Prospecting	Find new potential contacts in Apollo's database that match your Ideal Customer Profile (ICP).	`Find me 10 contacts with 'VP of Engineering' in their title at SaaS companies with 50-200 employees in the United States.`	New Prospecting List Workflow: 1. Prompts the user for key criteria: Job Titles, Industry, Company Size, and Location. 2. Uses the `people_search` tool with those filters to find relevant contacts. 3. Hatz AI presents the results in a clean list, including name, title, company, and Apollo profile link.
Company Data Enrichment	Turn a simple list of company websites into fully enriched profiles with details like employee count, industry, and keywords.	`Enrich the company with the domain 'apollo.io' and give me a summary of their business.`	Bulk Domain Enrichment Workflow: 1. The user provides a list of up to 10 company domains. 2. The workflow uses the `enrich_organization` tool to fetch data for all domains at once. 3. It then presents a formatted table comparing the enriched data points for each company.
Pre-call Research	Quickly gather comprehensive data on a specific person you are about to contact or meet with.	`Enrich the profile for the person '[email protected]' and give me a summary of his current role and contact info.`	Contact Prep Workflow: 1. Prompts the user for a contact's email or name/company. 2. Uses `enrich_person` to pull all available Apollo data for that individual. 3. Hatz AI generates a concise "briefing document" with key details, ready for a sales call.

2. Contact & Account Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Rapid Contact Creation	Instantly add a new contact to your Apollo database without navigating the Apollo UI.	`Create a new contact: Name is Sarah Chen, Title is Marketing Manager, Email is [email protected], and link her to the 'Innovatech' organization.`	New Business Card Workflow: 1. Prompts the user for a new contact's Name, Title, Email, and Company. 2. Searches Apollo to find the correct organization ID for the company. 3. Creates the new contact using `create_contact` and associates it with the found organization. 4. Confirms to the user that the contact has been added.
Bulk Account Staging	Update the stage for a list of accounts to reflect their progress in the sales or marketing funnel.	`Update the account stage for 'Global Corp' to 'Qualified Lead'.`	Campaign Segmentation Workflow: 1. The user provides a list of company names and the new target stage (e.g., 'Target Account', 'Nurturing'). 2. The workflow finds each account in Apollo. 3. It then uses the `bulk_update_account_stage` tool to update all of them simultaneously.
Lead Re-assignment	Quickly change the owner of a contact to pass a lead to a different team member.	`Change the owner of the contact '[email protected]' to Jane Miller.`	Territory Re-alignment Workflow: 1. The user provides a list of contacts to be reassigned. 2. The workflow retrieves a list of all available team members using the `get_users` tool and asks the user to select the new owner. 3. It iterates through the contact list, updating the ownership for each one.

3. Sales Pipeline & Deal Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Create New Deals	Create a new deal (opportunity) in your Apollo pipeline as soon as a lead shows buying intent.	`Create a new deal for 'Innovatech' called 'Annual Subscription'. Set the amount to $15,000 and the stage to 'Discovery'.`	Deal Creation & Tasking Workflow: 1. Prompts user for Account Name, Deal Name, Amount, and Stage. 2. Creates the deal in Apollo using `create_deal`. 3. Creates a follow-up task using `create_task` (e.g., "Send proposal") and assigns it to the user. 4. Confirms that the deal and task have been created.
Update Deal Status	Keep your pipeline up-to-date by easily modifying the stage or value of an existing deal.	`Update the 'Annual Subscription' deal for Innovatech: change the stage to 'Proposal Sent' and increase the amount to $18,000.`	Pipeline Progression Workflow: 1. The user provides a deal name. 2. The workflow retrieves all possible opportunity stages using `get_opportunity_stages` and presents them as options. 3. The user selects the new stage. 4. The workflow updates the deal in Apollo.
Assign Follow-Up Tasks	Ensure no lead falls through the cracks by creating and assigning tasks in Apollo directly from Hatz AI.	`Create a task for me to follow up with '[email protected]' in 5 days.`	Post-Meeting Action Items Workflow: 1. Prompts the user for the associated Contact/Account and their raw meeting notes. 2. Hatz AI summarizes the notes and identifies key action items. 3. For each action item, it creates a task in Apollo via the `create_task` tool, assigned to the user who ran the workflow.

4. Automated Outreach

Use Case	Description	Chat Prompt Example	Workflow for Automation
Enroll Contacts in a Sequence	Add one or more contacts to a pre-built Apollo email sequence to begin an automated outreach campaign.	`Add the contact '[email protected]' to the 'New Founder Outreach' email sequence.`	Bulk Sequence Enrollment Workflow: 1. The user provides a list of contact emails they want to enroll. 2. The workflow uses `search_email_sequences` to retrieve and display a list of the user's available sequences. 3. The user selects the desired sequence. 4. The workflow iterates through the list, adding each contact to the selected sequence.
Manage Sequence Status	Manually adjust a contact's status within a sequence, for instance, if they reply or request to be removed.	`Set the status for '[email protected]' in the 'Enterprise Follow-Up' sequence to 'Replied'.`	Sequence Maintenance Workflow: 1. Prompts the user for a contact's email. 2. Searches for all sequences that the contact is currently a part of. 3. Asks the user to select the correct sequence and the new desired status (e.g., Finished, Paused). 4. Updates the contact's status within that sequence.