Connect Ajora to Apollo: your call note on the right contact in one click

What does the Apollo integration do?

It puts the summary of your phone call into Apollo as a call note, on the contact you spoke to. The call is logged in Apollo with its time, as if you had filled it in yourself.

Apollo is a sales platform where you keep track of contacts, companies and your conversations with them. If you make a lot of calls, the work is not in the calling but in the updating afterwards. The integration takes over that part: Ajora writes the summary, and the integration puts it where your team looks for it. How to get those calls on record in the first place is in how to record sales calls.

You connect with your own Apollo account. So the note appears in Apollo under your name, just as if you had typed it yourself.

Connecting Apollo to Ajora

You do this once. You need an Ajora account and an Apollo account.

1. 1

   Open Integrations in Ajora

   In the dashboard at debrief.ajora.io, go to Settings → Integrations. Apollo is in the list there.

2. 2

   Click Connect Apollo

   You are sent to Apollo’s own sign-in page. Sign in with your Apollo account and give Ajora permission.

3. 3

   Back in Ajora it shows Connected

   After approving you return to Ajora automatically. Apollo now shows the status Connected. There is nothing else to set up.

Saving a call to Apollo

After a call, open the debrief in Ajora, on the web or in the app. The Save to Apollo card is now there.

1. 1

   Check the note preview

   You see in advance exactly which text goes to Apollo: the summary of the call. Nothing is sent before you click save.

2. 2

   Check that the right contact is attached

   Ajora looks the contact up in Apollo by phone number. If there is a clear match, the card shows it as matched, with the contact’s name. If it is wrong, pick a different contact.

3. 3

   Click Save to Apollo

   The summary now sits on the contact as a call note. Open in Apollo takes you straight to it.

What if the contact is not in Apollo yet?

Then Ajora saves nothing and asks you. The integration never guesses which contact a note belongs to.

You then have three options, all from the same card:

• Search Apollo by name, email or company and point out the right contact. Ajora remembers your choice for this call.
• Create a new contact in Apollo, with name, email, phone number and company.
• Copy the note and paste it wherever you like yourself.

The same applies when several contacts fit one number. The card then tells you there are multiple matches, and you choose which one it should be.

Can it happen automatically?

Yes. Switch on automatic saving, and Ajora writes the note as soon as the debrief is ready. That only happens when the contact matches exactly. In every other case it keeps asking you.

You find that switch under Settings → Integrations, and as a checkbox on the card of a call. Once you have saved a few notes by hand, Ajora itself suggests doing it automatically from then on. After an automatic save you can still undo it for a brief moment, and the settings show a short list of what was saved recently.

What does and does not go to Apollo?

Only the summary of the call, as a call note, with the time and duration of the call. The transcript does not go along, and a recording does not exist: Ajora does not keep one.

Not working with Apollo but with another system? Then connect it through the API and webhooks. And if you want to ask questions about your calls in Claude or ChatGPT, there is the MCP connection.

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