How to automate Apollo.io CRM

This Apollo.io bot automates the process of adding prospects from a search to your saved lists. The bot works by opening Apollo.io on the search page. It then selects all the people on the page (25), clicks "Save", and then clicks "Add to Lists." Finally, the bot enters the name of the list and clicks "Save" again. You can configure the bot to loop through as many pages as you want, adding more and more prospects to your lists.

Get started: Set up you Apollo.io search page

Before you run your bot, log into Apollo.io and set up the search from which you wish to add contacts. Once you have added your search filters, copy the page URL. This URL stores the search filters, making them ready to use in your Axiom.

Install the Apollo.io bot

To install this Apollo.io bot click "Install template". If you’re a new user, you’ll have to click "Install Chrome extension" and create a free axiom.ai account before you can edit the template.

Once installed, click "Start".

axiom.ai will guide you through the steps you need to configure in the app.

Configure your Apollo.io bot in three easy steps

  • Step 1.0 Go to page: Search
    • Enter URL: Insert Apollo.io search URL.
  • 2.0 – 4.0 ^
  • 5.0 Select list
    • Text: Add the list name.
  • 6.0 – 7.0 ^
  • 9.0 Jump to another step: Repeat
    • Maximum cycles: Set the number of loops you wish to make.

^ Preconfigured

Run your Apollo.io bot

To test this bot, we recommend limiting the loops to a maximum of 3. This can be done in Step 9.0, "Maximum Cycles." Please note that Apollo.io does throttle the number of prospects you can add in one session. We recommend shorter runs spread out over time, then gradually increase until the threshold is reached.

Customize your Apollo.io template

Like all Axiom templates, you can use our no-code bot builder to customize any bot according to your requirements.

Troubleshooting

We recommend you watch the video to troubleshoot. If you wish to schedule the bot you will need to share the Cookie in settings or add steps to login.

  • Not loading a filtered search?
    Make sure filters are set in Apollo, then copy the full search URL into the Go to page step.
  • Not selecting people?
    In Step 2.0 – Click element, try reselecting the button using the custom selector .finder-select-multiple-entities-button. See how
  • Not clicking "Select this page"?
    In Step 3.0 – Click element, use the 'Element text' option to target the exact "Select this page" button.
  • Save button not working?
    In Step 4.0 – Click element, reselect the "Save" button when people are selected, or try using 'Element text'.
  • Select list not opening?
    In Step 5.0 – Select list, try reselecting the dropdown using this custom selector: div[role="dialog"] .zp-select-indicators.
  • Not saving to list?
    In Step 6.0 – Press key(s), re-record the Enter keystroke.
  • Bot skips before saving is complete?
    In Step 7.0 – Wait, increase the wait time to allow saving to finish.
  • Next button not working?
    In Step 8.0 – Click element, reselect the "Next" button at the bottom of the table.
  • Jumping to wrong step?
    In Step 9.0 – Jump to another step, check that it jumps to Step 2.0.

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