Here is a walkthrough of information on how and where to authorize Apollo in Koncert, how and where to map Disposition from Apollo, types of orgs to which Apollo can be integrated, how to import and dial the Apollo list.

CRMs integrated with Apollo

• HubSpot
• Salesforce

You can integrate Apollo with either HubSpot or Salesforce CRMs.

NOTE: You can also integrate Apollo with Non-CRM (Standalone) org of Koncert.

Sign Up with Koncert

Workspace lets users get started quickly with Koncert. It simplifies the process of creating your Org and User accounts in the Koncert platform. This reduces assistance from Support so your users can get started immediately. 

• The user who signs up for the first time in Workspace will be considered an Admin and will be able to add other users by sending manual invites or by automatic signup process. 
• For any questions or assistance, please contact Koncert Support at support@koncert.com.

In order to integrate Apollo with your CRMs, you need to Sign Up with Koncert. For detailed instructions on Sign Up, please refer to the section CRM - Sign Up, choose your CRM and follow the steps.

NOTE: The Non-CRM (Standalone) users can sign up with Koncert by referring to the Non-CRM Sign Up section.

Integrating Koncert with Apollo

After logging into the Koncert portal, users need to authorize Apollo in the Koncert » Settings » Third Party Integrations tab.

Please refer to the article How do I complete the Apollo integration? for detailed instructions on how to authorize the Apollo in the Koncert.

Apollo Dispositions

The Koncert Call Dispositions will be automatically updated with the Apollo Call Dispositions for mutual synchronization of call activities.

Please refer to the article Replace Apollo dispositions with Koncert for detailed instructions.

Fetch Apollo Fields to Koncert

The Koncert's Administration » Custom Fields tab is used to bring up the custom fields from Apollo and enable them to be used in the Koncert portal.

By default, Koncert includes the mandatory fields of the Apollo and automatically maps with the respective Koncert fields. If necessary, you can map the remaining fields.

Please refer to the article Sales Engagement Platform - Custom Fields for detailed information about custom fields.

Import Apollo lists into Koncert for dialing

Once the Call Dispositions are mapped by the admin, you can first import your list into Koncert, either into the Lists tab or into the Session tab, and then start dialing. Koncert automatically creates a copy of the report in the Lists tab when you upload it directly into the Session tab. This feature is accessible only to customers whose Apollo is integrated with Koncert.

Please refer to the article How do I import a Call list (s) from Apollo? for detailed information.

NOTE: By default, you can import a maximum of 500 prospects.  Please reach out to Koncert Support at support@koncert.com if you wish to increase the maximum limit.

Dial the imported Apollo records

You can simply connect with prospects once the Apollo call list(s) are available in the Dialing Session tab, which was uploaded from the Lists tab or the Session tab.

Field Updates

Koncert is integrated with Apollo, so the call details (logged through the Call Disposition window) for the Apollo prospects will be communicated back to Apollo.

The activities performed (such as Calls made, Left Voicemail, Got Referral, Follow-up, etc.) in the Koncert portal will be updated in the Apollo » Activity tab.

The following fields are synced back to Apollo.

• Koncert Disposition
• Call Duration
• Dialed Number
• Wrap Time
• Caller ID
• Product Type
• Recording URL
• Call Comments

Please refer to the article How do I dial the imported Apollo records? for detailed information.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.