Connect Apolloio to AI agents

Connect Apolloio to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Triggers

inbound_webhook

Inbound Webhook

Receives HTTP POST at the Slates webhook URL. Parses JSON into payload (or stores raw body if not JSON). Configure your provider to POST here when supported.

deal_changes

Deal Changes

Polls for new or updated deals (opportunities) in your Apollo account. Detects deals that have been created or modified since the last check.

contact_changes

Contact Changes

Polls for new or updated contacts in your Apollo account. Detects contacts that have been created or modified since the last check.

More integrations teams use with Apolloio

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

How to use Apolloio on Metorial

Apollo Prospect Sequencing with Slack Deal Room Notifications

Search Apollo for new prospects matching updated ICP criteria, enroll qualified contacts in the right outbound sequences, and notify the sales team in Slack with prospect summaries so reps can personalize follow-up with full context.

Build a Prospect Research Brief Using Web Search and Apollo Data

Before an account executive calls a prospect, the agent searches the web for company news and competitive positioning, cross-references Apollo for contact details and org structure, and compiles a pre-call research brief.

Enrich Apollo Prospects with Web Research Before Adding to Sequences

Before adding prospects to an outreach sequence, the agent searches the web for recent role changes, company news, and relevant triggers for each contact, personalizes a research note, and then adds the enriched contacts to the appropriate Apollo sequence.

Outbound Sequence Enrollment from Salesforce Opportunity Data

Pull qualified contacts from open Salesforce opportunities and automatically enroll them in the right Apollo email sequences to accelerate pipeline without manual coordination between tools.

Prospect Research and CRM Enrichment Pipeline

Automatically search for target accounts, enrich contact data, and create structured records in HubSpot to keep your CRM accurate and sales-ready without manual data entry.

Reconcile Affinity CRM Contacts with Apollo and Update Relationship Notes

The agent cross-references contacts in Affinity with Apollo's database to identify stale records, enrich missing data, and write updated relationship notes back to Affinity with recent interaction context.

Technical notes for Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Connect Apolloio to production AI agents

See how Metorial gives Apolloio access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Apolloio to AI agents with Metorial.

  1. Can Metorial connect Apolloio to AI agents?
    Yes. Metorial connects AI agents to Apolloio through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.