
Add and update contacts, accounts, and deals in Apollo.
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Apollo.io is a sales intelligence and engagement platform with a large B2B contact database, prospecting tools, sequences and a CRM. Sales teams use it to find and reach prospects. Keeping contacts, accounts and deals current after every touch is the routine work. This connection lets Fabric's assistant handle it for you, in plain language.
Once Apollo is connected, Fabric's AI assistant can update Apollo from a simple request.
Find and add contacts. Find Contact looks someone up, and Create Contact and Find or Create Contact add them without duplicates. Update Contact keeps their details current.
Manage accounts. Create Account and Update Account keep company records right, for example after research you did in Fabric.
Track deals and tasks. Create Deal and Update Deal manage opportunities, and Create Task sets the next step. API Request (Beta) reaches the Apollo API for anything else.
The assistant works from your instructions, and it confirms with you before creating or changing records, unless you've told it not to for a particular task. Looking contacts up never changes anything.
When a job should run regularly, a Fabric AI job can run on a schedule, such as adding the week's event contacts. The connection also includes the events New Contact, Contact Updated, New Account and Account Updated, which can start an automation.
Connecting Apollo also adds keyword search over your Apollo records from Fabric's main search.
SDRs add contacts from a conference list and create follow-up tasks.
Account executives update a deal after a call.
Sales teams keep account research in Fabric and push it into Apollo.
Founders log early customer conversations as contacts and deals.
What does the Apollo connection do?
It lets Fabric's assistant find, create and update contacts, create and update accounts and deals, and create tasks, and it adds keyword search over your Apollo records in Fabric.
Can I add contacts to Apollo with AI?
Yes. Give the assistant the details and it adds them, checking for an existing contact first.
Can it update a deal?
Yes. Update Deal changes stage, value or other fields.
Can it enroll contacts in a sequence?
Not with a dedicated action. API Request (Beta) can reach the Apollo API.
Can it search Apollo's database for new prospects?
Find Contact looks up contacts in your Apollo account. Broader prospect search runs in Apollo.
Does the assistant change records on its own?
No. It acts on your instructions.
Is my data secure?
Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the privacy and security guide.
Does Fabric work with other sales tools?
Yes. You can also connect HubSpot and Salesforce. See also the CRM use case.
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