How to Connect Apollo.io as Data Search

Integration with Apollo.io is implemented as a separate Search block that can be placed between the Data Source and the Data Destination. This will allow you to receive data fields in the Data Source, make a query in Apollo.io for a search for company data enrichment, email data enrichment, email counting and email verification by specified values, and transfer data based on the email verification result to the Data Destination fields. Thus, through search, you can automatically enrich company and email data, perform email counting and email verification for Apollo.io, and transfer data based on them to the services and systems you use.

The function allows you to search for company data enrichment, email data enrichment, email counting and Apollo.io email verification, and data updates

Navigation:

Connecting Google Sheets as a Data Source:

1. What data can be get from Google Sheets?
2. How to connect your Google Sheets account to ApiX-Drive?
3. Select the table and sheet from which the rows will be exported.
4. Example of data that will be transferred from Google Sheets.

Connecting Apollo.io as Data Search:

1. What data can be get from Apollo.io?
2. How to connect your Apollo.io account to ApiX-Drive?
3. How to set up data search in Apollo.io in the selected action?
4. Example of data that will be transmitted from Apollo.io.

Setting up row updates in Google Sheets:
1. What will the Google Sheets integration do?
2. How to connect your Google Sheets account to ApiX-Drive?
3. How do I configure the selected action to transfer data to Google Sheets?
4. Example of data that will be sent to your Google Sheets.
5. Auto-update and update interval.

Setting Data SOURCE: Google Sheets

Let's look at how the Search function works, using the example of adding a new Row in Google Sheets.

First you need to create a new connection.

Select the system as the data source. In this case, you must specify Google Sheets.

Next, you need to specify the action "Get ROWS (All)".

The next step is to select the Google Sheets account from which the data will be uploaded.

If there are no accounts connected to the system, click "Connect account".

Select which account you want to connect to ApiX-Drive and grant all permissions to work with the account.

When the connected account appears in the list of active accounts, select it for further work.

Attention! If your account is on the "inactive accounts" list, check your access to this account!

Select the Google Sheets table and sheet where the data you need is located.

At this step, you can add a data filter to load not all rows, but only those for which you want to update the data, for example:

1. Select the column from the table in which you have the data you are looking for.

2. Select "Does not contain".

3. Write the value by which the filtering will take place, for example "valid".

With this filter, you won't be uploading rows that already have this status. Why waste extra steps to overwrite this status if the Email is valid?

Now you can see the test data one by one in the Google Sheets table.

If you want to update the test data - click "Load test data from Google Sheets".

If you want to change the settings, click "Edit" and you will go back one step.

Now we connect an additional data search block. To do this, click on "+" and select "Add data SEARCH" from the list.

We select "Apollo.io" as the system in which the search will be performed.

Next, for example, select the action "ORGANIZATION Enrichment".

The next step is to choose a Apollo.io account.

If there are no accounts connected to the ApiX-Drive system, click "Connect account".

Enter your Email and Password to connect to your Apollo.io account.

When the connected account appears in the list of active accounts, select it for further work.

Specify the Domain from the Source block to search for data.

Now you see test data from one of the Verified Domain. You can pass this data to the Destination table.

If the test data did not appear automatically, click "Search Apollo.io".

If you are not satisfied with something, click "Edit", go back a step and change the search field settings.

This completes the data search setup!

Now we can start setting up Google Sheets as a Data Destination system.

To do this, click "Add Data DESTINATION".

Setup Data Destination system: Google Sheets

Select the system as the Data Destination. In this case, you must specify Google Sheets.

Next, you need to specify the "Update ROW" action.

The next step is to select the Google Sheets account to which the Apollo.io status result will be transferred. If it is the same account, then we select it.

If you need to connect another account to the system, click "Connect Account" and repeat the same steps described when connecting Google Sheets as a Data Source.

Now you need to select the File (Table) and Sheet in which the Apollo.io email Verification data will be updated.

In the "Search column" field, you need to select the column by which the data will be searched. That is, where to search for data in the table.

Next, in the "What to search for" field, you need to select a variable from the drop-down list or manually enter the data by which value the system will search for data to update the row you need. In our case, we select column "A", which contains data about the email for verification. The system will update the data in the required row only if the email matches.

You also need to specify the Search Type, in case multiple lines with the same email are found:

"First row found" - searching and updating data will occur in the first row found that satisfies the search conditions.
"Last found row" - searching and updating data will occur in the last found row that satisfies the search conditions.
"All found rows" - search and update data will be performed on all found rows that match the search conditions.

Also specify the option to Overwrite data:

- Overwrite old data – new data will be written over the old data.
- Append to old data – new data from the Data Source will be appended to the old data.

Now you need to assign the empty column to the result variable of the verified email status, which we take from the Data Lookup block. In the future, this column will be updated with the data regarding the verified email status.

After setting up, click "Continue".

Thus, the Data Search block takes the field in the Data Source that contains your email , queries Apollo.io for data based on the email verification result, in this case the result based on the status , and passes this status to the Data Destination field, for example, column "N".

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

 To do this, click "Enable update".

On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

To enable auto-update, switch the slider to the position as shown in the picture.

To force the connection, click on the arrow icon.

This completes the Apollo.io Verification email Data Search setup!
See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!