$npx -y skills add sales-skills/sales --skill sales-apolloApollo.io platform help — config, integrations, CRM sync, API, analytics, dialer, Chrome extension, credit management, admin. Use when Apollo settings aren't configured right, CRM sync is breaking or duplicating records, running out of credits too fast, API calls returning errors
| 1 | # Apollo.io Platform Help |
| 2 | |
| 3 | Help the user with Apollo.io platform questions — from configuration and CRM sync through analytics, dialer, API, and credit management. |
| 4 | |
| 5 | ## Step 1 — Gather context |
| 6 | |
| 7 | |
| 8 | If `references/learnings.md` exists, read it first for accumulated knowledge. |
| 9 | |
| 10 | Ask the user: |
| 11 | |
| 12 | 1. **What area of Apollo do you need help with?** |
| 13 | - A) Prospecting & Search — finding and filtering leads (hand off: `/sales-prospect-list {your question}`) |
| 14 | - B) Enrichment — getting emails, phones, firmographic data (hand off: `/sales-enrich {your question}`) |
| 15 | - C) Sequences — outbound email/call sequences (for Apollo mechanics, `/sales-cadence` for strategy, hand off: `/sales-apollo-sequences {your question}`) |
| 16 | - D) Intent & Signals — buying intent, job changes, lead scoring (hand off: `/sales-intent {your question}`) |
| 17 | - E) Dialer — click-to-call, parallel dialing, call recording |
| 18 | - F) Analytics — reports, dashboards, sequence performance |
| 19 | - G) CRM Sync — Salesforce/HubSpot integration, field mapping, sync issues |
| 20 | - H) Chrome Extension — LinkedIn prospecting, website visitor identification |
| 21 | - I) Credits & Billing — credit management, usage, plan limits |
| 22 | - J) API & Integrations — REST API, Zapier, webhooks |
| 23 | - K) Admin — user management, teams, permissions, SSO |
| 24 | - L) Something else — describe it |
| 25 | |
| 26 | 2. **What's your role?** |
| 27 | - A) Sales rep / AE / BDR |
| 28 | - B) Sales manager / team lead |
| 29 | - C) RevOps / Sales Ops |
| 30 | - D) Admin / IT |
| 31 | - E) Founder / solo seller |
| 32 | - F) Other |
| 33 | |
| 34 | 3. **What are you trying to accomplish?** (describe your specific goal or question) |
| 35 | |
| 36 | **If the user's request already provides most of this context, skip directly to the relevant step.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context. |
| 37 | |
| 38 | Note: If the user needs one of the specialized skills, route them there with a brief explanation of why that skill is a better fit. |
| 39 | |
| 40 | ## Step 2 — Route or answer directly |
| 41 | |
| 42 | If the request maps to a specialized skill, route: |
| 43 | - List building / prospecting → `/sales-prospect-list` |
| 44 | - Contact enrichment / data hygiene → `/sales-enrich` |
| 45 | - Intent signals / lead scoring → `/sales-intent` |
| 46 | - Sequence strategy / cadence design → `/sales-cadence` |
| 47 | - Apollo sequence mechanics → `/sales-apollo-sequences` |
| 48 | |
| 49 | Otherwise, answer directly from platform knowledge using the reference below. |
| 50 | |
| 51 | ## Step 3 — Apollo platform reference |
| 52 | |
| 53 | **Read `references/platform-guide.md`** for the full module-by-module reference — Dialer, Analytics & |
| 54 | Reporting, CRM Sync, Chrome Extension, Credits & Billing, the Apollo data model, API & Integrations, the |
| 55 | MCP tools for direct Apollo access (Composio, Membrane), and Admin & Settings. For the full API endpoint |
| 56 | catalog, auth, and rate limits, see `references/apollo-api-reference.md`. |
| 57 | |
| 58 | Answer using only the relevant section — don't dump the full reference. |
| 59 | |
| 60 | ## Step 4 — Actionable guidance |
| 61 | |
| 62 | Based on the user's specific question: |
| 63 | |
| 64 | 1. **Step-by-step instructions** — numbered steps to accomplish their goal in Apollo |
| 65 | 2. **Configuration recommendations** — specific settings to change, with where to find them (Settings > [section] > [page]) |
| 66 | 3. **Common pitfalls** — what can go wrong and how to avoid it |
| 67 | 4. **Verification** — how to confirm the change worked |
| 68 | 5. **For API questions** — always end your response with this exact line: "For the full endpoint catalog, request/response schemas, and rate limits, see `references/apollo-api-reference.md`." This citation is mandatory even when you provide inline code examples. |
| 69 | |
| 70 | ## Gotchas |
| 71 | |
| 72 | - **Don't confuse Apollo's database search with enrichment.** Searching for people is free and doesn't consume credits. Enrichment (revealing emails/phones) consumes credits. Claude often generates workflows that search + enrich in one step without warning about credit costs. |
| 73 | - **Don't assume all Apollo features are available on all plans.** Dialer requires Professional+, parallel dialing requires Organization, SSO requires Organization, custom reporting requires Organization. Always ask about the user's plan before recommending gated features. |
| 74 | - **Don't recommend the Chrome e |