Apollo.io Partner | Vantage Point

We set up Apollo for firms that run Salesforce or HubSpot, mostly in financial services and other regulated industries where outreach has to respect consent, opt-outs and record ownership.

A typical project defines target accounts and personas, maps Apollo fields to the CRM, sets the sync and duplicate rules, builds the first sequences with your team and trains the people who run them. Your compliance team keeps review of outreach content; we build the controls that make that review easy to apply.

We can also bring Apollo data into Claude, so research on an account or contact lands in a short brief before a call. See our Apollo integration guide for what syncs and how data maps.

Reps start from accurate CRM records, not spreadsheets.

One sync and duplicate policy across Apollo and the CRM.

Opt-outs honored in both systems.

Prospecting activity logged on the right record.

Outreach results reported next to pipeline.

Apollo questions

Is Vantage Point an Apollo.io partner?

Yes. Vantage Point is a member of the Apollo Agency Partner Program. We set up Apollo, connect it to Salesforce and HubSpot, and support it after go-live.

Does Apollo work with both Salesforce and HubSpot?

Yes. Apollo has native integrations for both. We decide with you which system owns each field, how duplicates are matched and which Apollo activity is written back to the CRM record.

Can a regulated firm use Apollo for outreach?

Many financial services firms do. The controls that matter are opt-out sync between Apollo and the CRM, record ownership, review of outreach content and retention of activity history. We configure those controls and document them for your compliance team. We don't give legal advice on your outreach program.

Do we buy Apollo through Vantage Point?

No. You license Apollo directly from Apollo. We handle the setup, the CRM integration, training and ongoing support.

How long does an Apollo setup take?

It depends on your CRM, data volume and how many sequences you launch with. After a short discovery we give you a fixed scope and timeline.

Apollo

Core services & solutions

Data enrichment: Apollo contact and company data filling the CRM fields your team uses.

Sequences: Email and call steps tied to CRM owners and stages.

Prospecting: Saved searches by role, firmographics and buying signals.

Workflows: Rules that add, route and pause contacts without spreadsheet exports.

CRM integration: Salesforce or HubSpot, with activity and meetings synced to the record.

Reporting: Sequence and meeting results reported next to pipeline in the CRM.

Data hygiene: Duplicate rules, field ownership and opt-out sync that keep records clean.

How Vantage Point works with Apollo

What changes for your team