Reporting on apollo.io prospecting

Smart CRM & Sales Hub Dashboards & Reporting
, , , ,
1

Hey orange hive

I’ve been dabbling with apollo.io for a while, and I’m finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don’t want all the contacts I approach to be pulled in and use up valuable contact limits.

I’m just wondering how the source of the contact gets recorded. I’d like to report on my efforts to see how many from Apollo turn into opportunities and customers. What is the best way to do this?

TIA

2

Hi @ajkinbrum,

Thanks for reaching out to the Community!

Just to confirm, what you want to know is which property will start storing the source information when the contact information comes from Apollo? If so, considering you already have the integration set up, this should appear in the “Source” property section. You can find more details on this here: Understand Original and Latest source properties.

Hope this helps,

Diana

3

Hwy @ajkinbrum

so when ever you pull contact’s information from a 3rd party toll

the source in the property Original Source will be Offline

so you’ll have click down a bit more into Original source drill-down 1 and 2.

Here you will see the real origin of the record

for example OSDD1 =INTEGRATION and OSDD2= Apollo (or any other tool name)

You can filter you contacts or even filter in a source report

this values so that you can identify those contacts.

If you are using a secuence/workflow with no response of them

then you can evaluate to erase them so that you pass over your marketing contacts capacity.

hope this helps