Apollo.io

Overview

The AFI plugin offers an enhanced integration with Apollo.io, allowing you to add or update both contacts and companies with advanced field mapping — including custom fields. Use this integration to automate your CRM workflows, enrich your lead data, and manage relationships efficiently.

✅ Supported Features

• Add or update contact in Apollo.io

• Add or update company

• Map custom contact and custom company fields (PRO feature)

🔧 How To Setup

Step 1: Connect Your Apollo.io Account

To begin, add your Apollo.io API token.

1. Go to AFI → Settings → General

2. Enable Apollo.io and click Save Changes

3. A new Apollo.io tab will appear — click it

4. Enter your API Token

📌 How to Get the API Token:

1. Log in to Apollo.io

2. Go to Admin Settings → Integrations → API

3. Click Connect, then navigate to API Keys

4. Create and copy a new API key

5. Paste it into the plugin and click Save Changes

Step 2: Create a New Integration

1. Go to AFI → Add New

2. You’ll land on the New Integration screen

🔹 Title

Example: “Apollo.io – Lead Capture”

🔹 Trigger

• Form Provider: Select your form plugin (e.g., Elementor, Contact Form 7)

• Form/Task Name: Choose the specific form to integrate

Step 3: Configure the Action

🔹 Platform

Select Apollo.io or Apollo.io [PRO]

🔹 Task

Choose Add Contact

This task supports full contact creation and optional company association.

Step 4: Map Fields

Once the task is selected, you’ll be able to map both standard and custom fields:

🔹 Apollo.io Account

Choose your connected account

🔹 Owner

(Optional) Select an Apollo.io user to assign as the contact owner

🔹 Contact Fields

Map form fields to contact data such as:

• Email (required)

• First Name / Last Name

• Job Title

• Phone numbers (Direct, Mobile, etc.)

• Contact Stage ID

• Address, Website URL

• Custom Contact Fields (PRO only)

• Contact Lists (comma-separated labels)

🔹 Company Fields

Map form fields to company data:

• Company Name (required for company creation)

• Domain, Phone, Address

• Company Stage ID

• Custom Company Fields (PRO only)

💡 If a company with the same name exists, it will be updated. Otherwise, a new company will be created and linked to the contact.

🛠️ Custom Fields (PRO Feature)

AFI Pro supports Apollo.io custom fields for both contacts and companies.

When fetching fields, the plugin automatically includes:

• All available Custom Contact Fields

• All available Custom Company Fields

These fields appear in the mapping UI just like standard fields, and their values will be saved in Apollo.io’s typed custom field records.

Step 5: Save Integration

Click Save Integration to activate it.

🎉 Done! New form submissions will now send full contact and company data to Apollo.io, including any custom field mappings.

🔍 Troubleshooting

If the integration doesn’t behave as expected:

1. Go to AFI → Log

2. Check for recent Apollo.io requests and their responses

Common checks:

• API token is correct and active

• Email field is mapped

• Company name is mapped (if sending company data)

• Custom field IDs are correct and match Apollo.io’s config

• Contact Stage ID and Company Stage ID are valid

• Label names are comma-separated and valid