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CRM integration

Apollo integration for AI agents

Insiro connects AI agents to Apollo so they can act in it under your rules. Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place. Every Apollo action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Apollo?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Apollo.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Apollo logo ApolloInsiroGmail

Example: Apollo → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Apollo

Can Insiro AI agents use Apollo?

Yes. Insiro connects AI agents to Apollo through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Apollo access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Apollo?

Apollo connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Apollo read-only for agents?

Yes. In Insiro Governance, set Apollo to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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