apolloio_skill

Overview

This skill integrates with Apollo.io to manage Persons, Organizations, Deals, Leads, Pipelines, Users and related sales data. It exposes actions for listing, retrieving, creating, updating, searching, and bulk operations so you can automate outreach and CRM workflows. Use it to centralize prospect data and drive engagement from within automation pipelines.

How this skill works

The skill runs Apollo.io actions through the Membrane CLI which handles authentication, token refresh, pagination, and common API edge cases. Actions are invoked by connection ID and action ID; inputs are passed as JSON. When built-in actions don’t cover a need, the skill can proxy direct Apollo API requests through Membrane while still keeping credentials secure.

When to use it

• Sync or enrich contacts and accounts from Apollo into your systems
• Create, update, or bulk manage contacts, accounts, and deals programmatically
• List and audit users, pipelines, stages, and custom fields for governance
• Run searches to find targeted prospects or accounts before outreach
• Proxy custom Apollo API calls when a pre-built action is not available

Best practices

• Prefer Membrane pre-built actions to reduce token usage and handle pagination
• Check available actions with membrane action list before building custom requests
• Create and reuse a single connection per tenant so credentials remain managed
• Use bulk actions for large imports or updates to minimize request overhead
• Validate input schemas from action metadata to avoid runtime errors

Example use cases

• Automate daily lead imports: bulk-create-contacts to add new prospects from a lead feed
• Enrich CRM records: create-contact or update-contact with enrichment data from Apollo
• Pipeline automation: create-deal and update-deal to move opportunities through stages
• Team management: list-users to audit active sellers and reassign ownership
• Custom reporting: use membrane request proxy to fetch niche Apollo metrics not exposed by actions