[Orum]: How to Set Up Apollo Integration

Daniel Nicoll

Created Nov 28, 2023

[Orum]: How to Set Up Apollo Integration

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12 Steps
1

Click on Sign in

Click on Sign in
2

Log in with another supported integration

Apollo does not have SSO capabilities. You must first set up your account with another integration to be able to log in, and then can switch to Apollo.

Log in with another supported integration
3

Click on Settings

Click on Settings
4

Click on + ADD A NEW INTEGRATION

Click on + ADD A NEW INTEGRATION
5

Click on Continue with Apollo

Click on Continue with Apollo
6

Enter your Apollo API Key and save

You will need an Apollo admin to make a Master API Key to sync your account to your Orum account. See guide [Apollo]: How to create an API key

Enter your Apollo API Key and save
7

Error Message is normal at this stage

This error message will be displayed until we complete the Apollo integration in the following steps.

Error Message is normal at this stage
8

Click on Dialer

Click on Dialer
9

Click the integration drop down, and change to Apollo

Click the integration drop down, and change to Apollo
10

Click on LINK and then SEARCH

Click on LINK and then SEARCH
11

Your Apollo dispositions will automatically be imported to Orum. You will need to map each disposition to the correct "Type"

There are three types of dispositions: Unanswered, Connect, and Meeting. Orum will require at least one Meeting disposition. If you do not have one already, you may need to go to Apollo and create a disposition

Your Apollo dispositions will automatically be imported to Orum. You will need to map each disposition to the correct "Type"
12

To change the disposition type, click EDIT, and choose from the drop down under Type.

To change the disposition type, click EDIT, and choose from the drop down under Type.
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