Push a contact batch from Apollo to your CRM
Automatically push a batch of Apollo contacts to your CRM from a Slack request with Stepwork. Field mapping and owner assignment are checked before the push.
- Use case
- Pipeline & CRM hygieneSales
- Best for
- Sales Development Representative, Sales Operations Analyst
- Applications used
Apollo
Slack
- Business outcome
- Data quality
The problem
The contacts are in Apollo. The reports are in the CRM.
Reps build lists in Apollo and start working them there. The contacts never reach the CRM, so pipeline reports, attribution, and handoffs miss everyone who has not booked a meeting yet.
When someone does push a batch, the field mapping or owner is often off. Contacts land under the wrong rep or with empty titles, and ops cleans it up by hand.
The outcome
Prospect data reaches the CRM the day it is built
Stepwork pushes the selected Apollo contacts to your CRM with field mapping and owner assignment verified. The run records who asked, which contacts moved, and who owns them.
- The request names the contacts and the owner.
- A field mapping that does not match the CRM stops the run.
- The Slack reply shows how many contacts were pushed.
The process
From Apollo contacts to CRM records
A rep posts the contact batch in Slack. Stepwork pushes it from Apollo, in the same order every time.
- Step 1
Request it in Slack
A rep posts the saved list or contacts to push and the owner in the sales channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Select the contacts
Stepwork signs in to Apollo and selects the contacts in the request. If the list cannot be found, the run stops.
- Step 3
Verify and push
Stepwork checks the field mapping and owner assignment, then pushes the contacts to the CRM. If the mapping does not match, the run stops before anything is pushed.
- Step 4
Confirm and reply in Slack
Stepwork checks that the contacts arrived with the right owner, then posts the count back in Slack.
Why Stepwork
Prospects count once they are in the CRM
A deterministic agent runs the push path you recorded in Apollo. Mapping and owner are checked every time, so the CRM gets clean records, not another cleanup project.
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