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Documentation Index

Fetch the complete documentation index at: https://docs.customeros.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What It Does

Pushes qualified CustomerOS leads into Apollo as accounts, enabling sales teams to use Apollo’s prospecting tools on your best-fit opportunities. Setup: Register OAuth app in Apollo → Connect to CustomerOS → Configure sync rules → Map users

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Data Flow

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From CustomerOS → Apollo

  • Accounts created from qualified CustomerOS leads (meeting sync criteria)
  • Company data syncs: name, domain, website
  • Filters by: ICP fit (moderate/strong), stage threshold, user assignment
  • Account owner assigned based on CustomerOS user mapping
  • Updates sync when CustomerOS lead data changes

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From Apollo → CustomerOS

  • Users sync for rep assignment
  • User mapping maintained for attribution
  • Sync status tracked (created, updated, error)

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What You Can Do

Auto-push qualified leads: Leads meeting criteria (ICP fit + stage + user assignment) automatically create Apollo accounts Prioritize prospecting: Sales reps see which Apollo accounts came from CustomerOS qualified leads Territory assignment: Apollo accounts automatically assigned to reps based on CustomerOS user mappings Filter by quality: Only syncs leads with moderate or strong ICP fit, above configured stage threshold

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Smart Features

  • Intelligent filtering: Only syncs leads meeting ALL criteria (ICP fit + stage + user + not customer)
  • Duplicate prevention: Checks existing mappings before creating accounts
  • Auto-recovery: Failed syncs automatically retry with error recovery
  • Owner assignment: Maps CustomerOS users to Apollo users for automatic ownership
  • Race condition handling: 5-minute buffer avoids syncing recently modified leads

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Technical Details

  • OAuth 2.0 secure authentication
  • Bi-directional user sync for rep assignment
  • Mapping table tracks CustomerOS leads ↔ Apollo accounts
  • Sync status tracking (created, updated, error)
  • Batch processing (default 25 leads per batch)
  • Scheduled every 15 minutes via cron system
  • Automated retry and error recovery
  • Supports company-level leads only

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Qualification Criteria

Leads must meet ALL requirements to sync to Apollo:
  • Only companies (get in touch for persona prospecting)
  • Not already a Customer
  • ICP fit: Moderate or Strong
  • Stage: Above configured threshold (configurable)
  • Quarantine status: Active (not quarantined)
  • Company data: Valid name and primary domain
  • User assignment: Must have user assigned with Apollo user mapping
  • Not already synced to this Apollo connection