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Sales and CRM

Connect Apollo to OpenTag

Research prospects and sales conversations through your Apollo account.

Slack Marketplace approvedBacked byY Combinator
Connect ApolloRead the integration guide

OpenTag + Apollo

Put Apollo to work from Slack

Ask a question or describe the work you need in plain English. OpenTag uses the tools exposed by your Apollo connection, then brings the result back to the channel or DM where the work started.

Connect once, then ask from Slack

The connection dialog is the source of truth for the accounts, permissions, and actions available to your workspace.

  1. 1

    Choose Apollo

    Open Integrations in OpenTag, select Apollo, and authorise the account you want to use.

  2. 2

    Review access

    Check the sharing and read or write choices shown for that account before completing the connection.

  3. 3

    Start the work

    Mention OpenTag in an invited Slack channel or DM and say what you need from the connected account.

Your account stays within the access you choose

Integrations belong to the person who connected them. OpenTag uses the selected account only when a request needs it, and a connection set to read only stays read only.

Private or team accessScoped permissionsRevocable anytime

Routines that use Apollo

Start with a recurring task, then choose the accounts, scope and Slack destination that fit your team.

  • SalesBefore sales meetings

    Pre-call account brief

    Prepare the people, company context, and open questions before a sales meeting.

    • Google Calendar
    • Apollo
    • Slack
    Example request

    “Before each sales meeting on my Google Calendar, research the company and attendees in Apollo and send me a private Slack brief with sources and open questions.”

    View routine

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