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  1. APPS
  2. CRM
  3. Apollo Connector v 19.0
  4. Sales Conditions FAQ

Apollo Connector

by TheERPBot https://www.theerpbot.com
Odoo

$ 40.00

In-App Purchases
v 19.0 Third Party
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  • Description
  • Manifest
  • License
TheERPBot
Community Enterprise Odoo.sh

EB Apollo Connector

Sync Apollo.io stages, deals, companies & people into Odoo CRM!

Connect Odoo to Apollo.io with secure x-api-key header authentication. Configure the API key, sync date, CRM team, and import mode on the company form. Import opportunity stages, campaigns, deals as leads or opportunities, and optionally companies & people as contacts, leads, or opportunities. Dedicated Apollo menus, tags, scheduled full sync, and find-or-create partner linking keep your CRM clean and up to date.

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HIGHLIGHTS

Secure API
Secure API key auth

API key is sent only in the x-api-key request header-never as a URL query parameter-aligned with Apollo's current security guidance.

Company config
Company-level configuration

Enable the connector per company, set sync-from date, CRM team, deal import mode (lead/opportunity), and optional companies & people import.

Stages & deals
Stages, campaigns & deals

Import Apollo opportunity stages into crm.stage, sync campaigns, and pull deals as leads or opportunities with Apollo tags.

Companies people
Companies & people import

Optionally import Apollo accounts and contacts as Company/Contact partners, or as CRM leads/opportunities-controlled by a company toggle and selection field.

Partner link
Smart partner linking

When creating leads/opportunities, existing contacts are matched (Apollo ID / email) and set on partner_id; missing contacts are created and tagged.

Menus
Dedicated Apollo app menu

Leads, Opportunities, Contacts, plus Master Data (Campaigns & Stages)-reusing standard Odoo CRM/contact views with Apollo-only domains.

Cron
Scheduled full sync

Included cron syncs stages, campaigns, opportunities, and (when enabled) companies & people. Existing records are updated by Apollo ID-no duplicates.

Tags
Apollo tags

CRM records get an Apollo crm.tag; imported partners get a separate Apollo contact category for easy filtering.

  • Setup & Config
  • Releases
  • FAQs
  • Support

Detailed Company Configuration Fields

To start using the Apollo Connector, navigate to Settings -> Companies -> [Your Company] -> Apollo tab. Below is the detailed explanation of all available configuration fields:

  • Enable Apollo connector: Master toggle for API actions and scheduled sync for this company.
  • Apollo API key: Master API key from Apollo (required for stages and deals). Stored securely; sent only via the x-api-key header.
  • Authorization verified: Read-only status set after a successful Check authorization call.
  • Sync from date: Only import opportunities created on or after this date (optional).
  • Import as: Create Apollo deals as lead or opportunity (default: lead).
  • CRM team: Optional sales team used for imported stages and leads/opportunities.
  • Scheduled sync job: Many2one link to the included cron that syncs all Apollo data.
  • Import companies & people: Enable accounts/contacts import from Apollo.
  • Companies & people import as:
    • Import as Company/Contact: Company partners + related people as child contacts.
    • Import Company/Contact as Lead: Create CRM leads.
    • Import Company/Contact as Opportunity: Create CRM opportunities.
  • Last Apollo API message / Message type: Latest success, info, or error text returned by Apollo API actions.

Company Configuration & Authorization

Steps to Configure:

  1. Turn on Enable Apollo connector.
  2. Paste your Apollo API key.
  3. Click Check authorization and confirm Authorization verified turns on.
  4. Set Import as, optional Sync from date, and CRM team.
Company Apollo configuration and authorization

Sync Stages, Campaigns & Opportunities

Use the action buttons on the company Apollo tab to pull data on demand:

  • Get stages from Apollo: Creates/updates CRM stages linked to Apollo stage IDs (optionally for the configured team).
  • Get campaigns from Apollo: Imports emailer campaign names into Master Data -> Campaigns.
  • Get opportunities from Apollo: Imports deals as leads or opportunities, applies the Apollo CRM tag, and links/creates partners on partner_id.

Existing records are matched by Apollo external ID and updated (no duplicates). Success/error details appear under Last Apollo API message.

Apollo sync buttons and last API message

Companies & People Import

Enable Import companies & people to show the import mode and the Get companies & people from Apollo button.

  • Import as Company/Contact: Apollo accounts become company partners; people become child contacts with the Apollo contact tag.
  • Import as Lead / Opportunity: Accounts and contacts become CRM records, with find-or-create partner linking on partner_id.
Companies and people import settings on company Apollo tab

Apollo App Menu - Leads

Open the home-screen Apollo app -> Leads. Shows only Apollo-imported leads (standard CRM lead views; New button hidden). Records carry the Apollo CRM tag.

Apollo Leads menu view

Apollo App Menu - Opportunities

Apollo -> Opportunities uses the same pipeline-style views as CRM (kanban/list/etc.), filtered to Apollo opportunities only. New button is hidden. Partner is set automatically when a matching contact exists (or a new contact is created).

Apollo Opportunities pipeline view

Apollo App Menu - Contacts

Apollo -> Contacts lists partners imported from Apollo (eb_apollo_is_apollo, including companies and people. Contacts receive a separate Apollo partner tag (res.partner.category).

Apollo Contacts menu view

Master Data - Campaigns

Apollo -> Master Data -> Campaigns shows campaign names with Leads and Opportunities row buttons to open related CRM records for that campaign only.

Apollo Campaigns list with Leads and Opportunities buttons

Master Data - Stages

Apollo -> Master Data -> Stages shows only stages imported from Apollo (standard crm.stage views; New button hidden). If a CRM team is configured on the company, stages are linked to that team.

Apollo Stages master data list

Lead / Opportunity with Linked Partner

When a lead or opportunity is created from Apollo, the connector finds an existing contact (Apollo ID / email) or creates one, then sets Customer (partner_id. Apollo CRM tag is applied automatically.

Apollo lead or opportunity with partner_id and Apollo tag

Scheduled Full Sync (Cron)

The company field Scheduled sync job points to Apollo: sync all data. The cron syncs stages, campaigns, opportunities, and (when enabled) companies & people-updating existing records by Apollo ID.

Apollo scheduled sync job configuration

Version 19.0.1.0.1

Released on : 22/07/2026

  • Company Apollo configuration and secure header authentication
  • Stages, campaigns, opportunities sync with upsert by Apollo ID
  • Companies & people import (partner / lead / opportunity modes)
  • Partner find-or-create on lead/opportunity import
  • Full scheduled sync cron and dedicated Apollo menus

Frequently Asked Questions


Does this module work with Odoo Community and Enterprise?

Yes. It depends on crm (and crm_iap_mine only to hide the Generate Leads button on Apollo views) and is intended for both editions.

What kind of Apollo API key do I need?

A master API key is recommended for deal stages and opportunities. The key must be sent in the x-api-key header.

Will sync create duplicate leads or contacts?

No. Records are matched by Apollo external IDs (and email for partners when applicable). Existing records are updated; only missing ones are created.

What does the companies & people toggle do?

When enabled, you can import Apollo accounts and contacts as Odoo company/person contacts, or as CRM leads/opportunities, depending on the selected mode. The import button appears only when the toggle is on.

How are partners linked on leads/opportunities?

The connector searches for an existing contact (Apollo ID, then email). If found, it sets partner_id; otherwise it creates a new contact (with the Apollo contact tag) and links it.

I need customization-how do I contact you?

Email connect@theerpbot.com with your requirements.

Do I need to buy the module again for each Odoo version?

App Store policy may require a purchase per major Odoo version; confirm on the store listing.

Please email us for support at connect@theerpbot.com

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Free 90 Days Support

TheERPBot will provide FREE 90 days support for any doubt, queries, and bug fixing or any type of issues related to this module. This is applicable from the date of purchase.

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Availability
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On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 1558
Technical Name eb_apollo_connector
LicenseOPL-1
Websitehttps://www.theerpbot.com
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