When to use the Apollo voice AI integration
Use Apollo when:- Sales development teams build and manage prospect lists in Apollo.
- Outbound agents need approved company and role context before a call.
- Call dispositions should update contact status or trigger a human follow-up.
- A connected, converted, opted-out, or invalid contact should leave the correct sequence.
Before you begin
Prepare the following:- A published DialNexa agent that has already passed a basic test call.
- Access to the DialNexa workspace Integrations page.
- An Apollo account with permission to read or update the required records.
- One test record that does not affect a live customer.
- A list of actions that can run automatically and actions that require human review.
Choose how to connect Apollo
Build the Apollo voice AI workflow
- Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
- Choose the connection method from the table above.
- Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
- Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
- Store the destination record URL or ID with the call result so your team can trace the handoff.
- Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.
Data to map between DialNexa and Apollo
- Apollo contact and account IDs, owner, sequence, and contact stage
- Name, role, company, approved research fields, phone number, and time zone
- Call ID, attempt number, connection result, disposition, and summary
- Meeting status, callback time, wrong-number result, and opt-out request
High-value Apollo voice AI workflows
Verify the Apollo integration
Run a test call and confirm that:- The workflow finds the intended Apollo record instead of creating a duplicate.
- Only the approved fields change.
- The DialNexa call ID is stored for traceability and retry protection.
- A failed request creates a visible error or human-owned task.
- The receiving owner can open the Apollo record and understand the next step without reading the full transcript.