> ## 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.

# Apollo.io

> Push qualified leads to Apollo for prospecting

## 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

## Data Flow

### 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

### From Apollo → CustomerOS

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

## 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

## 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

## 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

## 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