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How to connect your calendar meetings to Apollo.io

Vimal KumarVimal Kumar·Last updated February 5, 2024

Connecting your calendar to Apollo.io streamlines your sales workflow by syncing meetings directly into your Apollo account. This integration allows you to track prospect interactions and maintain a unified view of all your scheduled engagements without manual data entry.

Quick summary

In this tutorial, you'll learn how to connect your calendar to Apollo.io by navigating to the Meetings section, authorizing calendar access, and configuring your timezone and meeting location preferences. By the end, your calendar meetings will be automatically synced to your Apollo account.

Why this matters

Calendar integration is essential for sales teams because it eliminates duplicate entry work and ensures all client interactions are logged in one centralized location. This visibility helps your team better track deal progress, prepare for meetings, and maintain accurate activity records for compliance and forecasting purposes.

Step-by-step guide

  1. 1

    Access the Meetings section

    Navigate to the Meetings tab in your Apollo.io dashboard. This is where you'll manage all calendar-related settings and integrations.

    Access the Meetings section
  2. 2

    Click 'Connect your calendar'

    Look for and click the 'Connect your calendar' option. This will initiate the calendar authorization process.

    Click 'Connect your calendar'
  3. 3

    Click 'Connect' to authorize

    Click the 'Connect' button to proceed with granting Apollo.io access to your calendar. You may be prompted to log into your calendar provider.

    Click 'Connect' to authorize
  4. 4

    Upload your calendar data

    Complete the upload process to sync your calendar events. Apollo will begin pulling meeting data from your calendar once this step is confirmed.

    Upload your calendar data
  5. 5

    Confirm the connection

    Click 'OK' to acknowledge successful calendar connection. Your calendar is now linked to Apollo.io.

    Confirm the connection
  6. 6

    Proceed to timezone settings

    Click the designated area to advance to timezone configuration. This ensures your meetings are displayed in the correct time zone.

    Proceed to timezone settings
  7. 7

    Select your timezone

    Choose your timezone from the dropdown menu—in this example, select '(GMT+05:30) Asia/Kolkata' or your appropriate timezone. Apollo will use this to accurately display all meeting times.

    Select your timezone
  8. 8

    Configure meeting location

    Click on 'Select a meeting location' to specify where your meetings take place by default. This helps organize and categorize your calendar events within Apollo.

    Configure meeting location
  9. 9

    Complete the setup

    Click 'Continue' to finalize all calendar connection settings. Your calendar is now fully integrated with Apollo.io and ready to use.

    Complete the setup

Frequently asked questions

Common questions about how to connect your calendar meetings to apollo.io.

Why should I connect my calendar to Apollo.io?

Connecting your calendar to Apollo.io creates a single source of truth for all your sales activities and meetings. This integration automatically logs calendar events in Apollo, eliminating manual data entry, improving accuracy, and giving your team visibility into prospect interactions without extra work.

Can I change my timezone after initial setup?

Yes, you can modify your timezone settings in the Meetings configuration area at any time. Simply access the timezone settings and select your preferred timezone to ensure all meetings display with accurate times.

What calendar platforms does Apollo.io support?

Apollo.io integrates with major calendar providers including Google Calendar, Outlook, and other standard calendar systems. During the connection process, you'll be directed to authorize access through your specific calendar provider.

Will my past calendar events sync to Apollo.io?

During the initial connection, Apollo.io will sync your calendar events. The exact historical data available depends on your calendar provider's data access permissions and Apollo's import settings at the time of connection.

How long does it take for my calendar to sync after connection?

Calendar synchronization typically occurs within a few minutes of completing the connection process. If you don't see your meetings immediately, refresh your Apollo dashboard or wait a few minutes for the sync to complete.

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