What is it?

While UserGems and Apollo don't integrate directly, UserGems does directly integrate with Salesforce, which Apollo sits on top of (e.g. all records updated within Salesforce are also updated in Apollo). The UserGems <> Salesforce/Apollo integration enables:

1. The sync of Contacts/Leads and Accounts between UserGems and Salesforce/Apollo.
2. UserGems to automatically add Contacts directly to the right Sequence to reduce the manual work for your reps and ensure timely followup.

Steps

1. Create Custom Fields in Salesforce to use in Apollo

Create a custom field on the Lead and/or Contact objects in Salesforce for 'UG - Past Company'. If you're using Gem-E messaging, you'll also need to create custom fields for AI Subjects and AI Email Content generated by Gem-E to input as variables into flows.

To do this:

1. Within Salesforce, click the gear icon in the top right and choose "Setup"
2. From Setup, choose "Object Manager" and then search for the "Lead" or "Contact" object, depending on your setup
3. Click to "Fields & Relationships"
4. Click "New" and add new custom fields
   • Data Type: Text
   • Field label/name: UG - Past Company
   • Field length: 255
   • Make the field visible to all profiles
   • (Optional) Skip adding the AI Subject and AI Email Content fields to the page layout to avoid crowding the page
   • Save
5. Repeat the above for the fields listed in the table below

Send the UserGems Team the API names of the fields you created

Search 'Gem-E' within the Fields & Relationships tab of the Lead or Contact object where you added the new fields. The API names of the fields appear here. Provide the API names to your UserGems CSE.

If you used the exact naming conventions in the table above, your list of fields should look like the below:

Gem_E_Subject_1__c

Gem_E_Subject_2__c

Gem_E_Subject_3__c

Gem_E_Email_Body_1__c

Gem_E_Email_Body_2__c

Gem_E_Email_Body_3__c

Gem_E_Email_Body_4_c

Gem_E_Email_Body_5__c

Gem_E_Email_Body_6__c

Gem_E_Email_Body_7__c

2. Add a UserGems Workflow Action to update CRM Fields

For campaigns/flows where you want to use Gem-E messaging, add a workflow action to Update CRM Fields.

1. In UserGems, navigate to Workflows and add a new workflow or edit an existing one.
2. In the Update CRM Fields action, select the object you’re updating (either contacts or leads, depending on how you’ve configured UserGems to create new records).
   
3. Add all 10 fields/properties under the CRM field section. (You can add more fields by clicking "+ Add Field.")
   
4. For each field row, select New Value = "Dynamic".
   
5. Map each CRM field to the dynamic Gem-E value by clicking the Label dropdown.
   

Your final setup should look something like this:

If everything looks correct, save the Workflow.

3. Create Apollo Sequence(s) Using Custom Variable Fields

Now, create a new Apollo Sequence using the custom variables that will dynamically populate with Gem-E messaging when a prospect enters the sequence. See this article about creating a Sequence in Apollo.

Your sequence structure should look like this:

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4. Enroll UserGems Leads/Contacts in Workflow(s)

There are several ways to add a lead or contact to a Sequence in Apollo (see this article). We'll focus on the add contacts automatically with workflows method:

1. Launch Apollo and click Sequences.
2. Click the sequence you want to use.
3. Click Add Contacts > Automate Adding contacts.
4. Configure the workflow, including setup details, then click Save changes.
5. You have now automated adding contacts with workflows. Check out Workflows Overview to learn more about workflows.

Resource: UserGems Recommended Playbooks

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5. Activate your Sequence(s)!

After adding the custom UserGems variables and making any additional (optional) customizations to your sequence(s) you're ready to activate them!

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