Enrich an account list in Apollo for territory planning
Automatically enrich an account list in Apollo with Stepwork. A Slack request runs enrichment and returns firmographic and technographic fields in one pass.
- Use case
- Data hygiene & cleanupSales
- Best for
- Sales Operations Analyst, Revenue Operations Manager
- Applications used
Apollo
Slack
- Business outcome
- Data quality
The problem
Territory planning, one lookup at a time.
Before territories are carved, sales ops needs size, industry, and tools for every account on the list. In practice, that means searching Apollo company by company and pasting fields into a sheet.
A few hundred accounts take days. Halfway through, the plan changes, the list grows, and the lookups start again.
The outcome
Territory data enriches in one pass
Stepwork runs enrichment on the account list in Apollo and extracts the enriched firmographic and technographic fields. The run records who asked, which list it used, and how many accounts matched.
- Every account on the list goes through enrichment.
- Accounts Apollo cannot match are listed, not guessed.
- The Slack reply includes the enriched list as a file.
The process
From account list to enriched territory data
Sales ops posts the account list in Slack. Stepwork enriches it in Apollo, in the same order every time.
- Step 1
Request it in Slack
A sales ops analyst posts the account list, or a link to it, in the revops channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Load the accounts
Stepwork signs in to Apollo and loads the list for enrichment, matching each account by domain or name. If the list has neither, the run stops.
- Step 3
Run enrichment
Stepwork runs enrichment and extracts the firmographic and technographic fields for each matched account.
- Step 4
Confirm and reply in Slack
Stepwork checks the enriched rows against the list, then posts the file and the match count back in Slack.
Why Stepwork
One pass, the same fields for every account
A deterministic agent runs the enrichment path you recorded in Apollo. Every account gets the same fields, so territory plans compare like with like.
Similar use cases
Similar use cases
Look up parent and subsidiary companies in ZoomInfoLooks up an account and extracts parent company, subsidiaries, domains, headquarters, and confidence signals for routing review.
Correct parent association and account owner in HubSpotAssociates a company to the approved parent record, reassigns ownership under the hierarchy rule, and writes the routing rationale to the timeline.
FAQ