Apollo.ioIntegrations · CRM

Connect Apollo.io to Well

Enrich Apollo.io company record and person record with payment, support, and product context from your connected tools.

What Well pulls from Apollo.io

Apollo.io feeds company record, person record into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Apollo.io’s access.

From Apollo.ioIn Well
Company record
Customer
Person record
Contact
Apollo.io
Sync mode
MCP hybrid
Refresh
live + reconciliation reads
Direction
Apollo.io → Well

What Well does with your Apollo.io connection

Connect

Connect Apollo.io over OAuth (MCP DCR): Well registers a client through Apollo.io's OAuth Dynamic Client Registration and you approve on Apollo.io's side, so the password never reaches Well; Well holds only a scoped token it can refresh.

Sync

Well brings company record and person record in from Apollo.io through live reads, backed by a periodic reconciliation pass. The first sync backfills history in the background and the connection stays live after.

Enrich

Well resolves each Apollo.io entity into customer and contact, assigns categories, and links every record to an audit trail across the rest of your connected tools.

Available

Your data from Apollo.io lands in the workspace as customer and contact you can search, chart, and automate.

Questions Apollo.io unlocks

Ask in plain language. Well answers from your connected Apollo.io connection, resolved against the rest of your stack.

Ask Well

Ask anything about your Apollo.io connection

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1 agent skill runs on Apollo.io.

Well lists Apollo.io in the connection check every skill runs before it answers. No skill reads it for a figure yet.

Connect Apollo.io in three steps

  1. 01

    Authorise Apollo.io via MCP

    From Well's Connections panel, search for Apollo.io and click Connect. Well discovers Apollo.io's MCP OAuth metadata from its .well-known endpoint, registers a client via Dynamic Client Registration, and routes you through the authorize prompt on Apollo.io's side. No client credentials to paste.

    • AuthOAuth (MCP DCR)
    • DiscoveryMCP .well-known
  2. 02

    Map your entities

    Well's MCP client discovers company record and person record from Apollo.io that Apollo.io's MCP server exposes and brings them into your workspace using the canonical mappings defined in Well's data-views layer. You can inspect the workspace data model from Settings > Data Model.

    • Mappingpreconfigured by Well
  3. 03

    Use the data

    Ask questions in conversation, build records tables, or let agents act on Apollo.io records. Because Apollo.io ships through MCP, Well treats every entity it exposes as queryable graph state alongside the rest of your connected tools.

    • First syncstarts as soon as connect completes

MCP handshake typically completes under a minute on warm connections. Resource enumeration runs immediately after; full backfill of historical Apollo.io records happens in the background.

How Apollo.io stays secure with Well

Well connects to Apollo.io's MCP server via the Model Context Protocol. The MCP server itself handles credential issuance through OAuth Dynamic Client Registration; Well never sees a long-lived Apollo.io secret. Tokens are scoped to the company record and person record Apollo.io exposes and refreshed server-side. Reads only, Well cannot modify or delete Apollo.io records.

OAuth (MCP DCR)Encrypted at restGDPR compliant
Read the full privacy and security policy
Scopes Well requests
  • Read Apollo.io records

    Resources the Apollo.io MCP server exposes, scoped by your OAuth approval.

    granted
  • Resolve company record and person record across your stack

    Match identifiers in Apollo.io against the same entities your other connected tools expose, so each record carries cross-tool context.

    granted
  • Modify or delete Apollo.io records

    Not granted; Apollo.io is read-only in Well. Write-back is opt-in per connector when a write surface exists.

    refused
  • Store Apollo.io passwords or session cookies

    Authentication runs through OAuth (MCP DCR) tokens we never see.

    refused
Disconnect any time from Well settings or Apollo.io’s admin panel.

Frequently asked questions about Apollo.io and Well

How do I connect Apollo.io to Well, and how long does it take?

From Well, open Connections, find Apollo.io, and click Connect. Well discovers the OAuth metadata from Apollo.io's MCP server, registers a client on the fly via Dynamic Client Registration, and walks you through the authorize prompt on Apollo.io's side. No client_id or client_secret to paste; the handshake takes roughly a minute.

What does Well pull into the workspace from Apollo.io?

Well brings in company record, and person record from Apollo.io and reshapes each entity into your workspace: company record becomes customer; person record becomes contact. Every record arrives with the source identifier preserved, so Apollo.io stays the source of truth while Well lets you query the data alongside the rest of your stack.

How does Well dedupe Apollo.io contacts and resolve them to the right company?

Well runs entity resolution across Apollo.io contacts and accounts using identifier overlap, email-domain matches, company-name normalisation, and prior workspace entities. Contacts that should belong to the same person collapse onto one workspace identity; accounts that should belong to the same parent company resolve to one workspace company.

What happens when Apollo.io updates a company record that Well already pulled in?

Well watches for updates to company records and applies them on the next sync, preserving the original workspace identifier so anything downstream (records tables, conversation history, agent runs) keeps pointing at the right customer. Edits flow in incrementally; nothing is duplicated, and the Apollo.io source identifier is retained on every revision.

How often does Apollo.io sync with Well, and what triggers a refresh?

Well combines live Apollo.io events with periodic reconciliation reads of company record and person record. New rows appear within seconds when Apollo.io pushes them; periodic reads catch anything a push missed. The first connect backfills history from Apollo.io in the background.

Can I disconnect Apollo.io and what happens to the data Well already pulled?

Open Connections > Apollo.io in Well and click Disconnect. Well calls Apollo.io's token revocation endpoint and stops calling Apollo.io immediately on its side; provider-side propagation to Apollo.io's admin panel varies by provider. The company record and person record Well already synced stay in your workspace by default; ask Support to purge them if your compliance flow requires it.

How does Well protect what it pulls in from Apollo.io?

The Apollo.io records Well holds are encrypted at rest and handled in line with GDPR. See /privacy for the current data-handling policy.

Apollo.io

Ready to connect Apollo.io?

Connect once. Every company record, person record from Apollo.io becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.