Connect Apollo to Wealthbox

Adds one or more contacts to an email outreach sequence in Apollo. Requires a sequence ID, contact IDs, and a sending email account ID. Use **List Metadata** (type sequences) to find sequence IDs, (type email_accounts) to find email account IDs. Use **Search Contacts** to find contact IDs to enroll. Set sequenceActiveInOtherCampaigns to true to enroll contacts already active in other sequences. See the documentation

Creates a new account (company) or updates an existing one in your Apollo CRM. To create, omit accountId and provide at least a name. To update, provide the accountId and any fields to change. Use **Search Accounts** to find existing accounts before updating. Use **List Metadata** (type account_stages) to discover valid stage IDs. See the documentation

Creates a new contact or updates an existing one in your Apollo CRM. To create, omit contactId and provide at least an email. To update, provide the contactId and any fields to change. Use **Search Contacts** to find existing contacts by name or email before updating. Use **List Metadata** (type contact_stages) to discover valid stage IDs. The accountId links this contact to a company — use **Search Accounts** to find the account ID. See the documentation

Creates a new opportunity (deal) or updates an existing one in your Apollo CRM. To create, omit opportunityId and provide name, opportunityStageId, closedDate, and accountId. To update, provide the opportunityId and any fields to change. Use **Get Opportunity** to fetch current details before updating. Use **List Metadata** (type opportunity_stages) to discover valid stage IDs, and **Search Accounts** to find account IDs. Use **Get Current User** to find owner IDs. See the documentation

Enriches a person's information using Apollo's 270M+ contact database. Pass any combination of name, email, domain, organization, or LinkedIn URL — the more info you provide, the better the match. This action consumes Apollo enrichment credits. Returns detailed profile data including title, company, seniority, phone numbers, and social profiles. Do NOT pass personal social media URLs as the domain — use only company domains like apollo.io. If revealPhoneNumber is true, you must also provide a webhookUrl where Apollo will POST the phone data asynchronously. See the documentation

Returns the authenticated user's profile including their ID, name, email, and team information. Use this tool first to identify the current user's ID for filtering records by owner in **Search Contacts** or **Search Accounts**. See the documentation

Fetches a single opportunity (deal) by ID with full details including name, amount, stage, close date, owner, and linked account. Use **Create or Update Opportunity** to modify it after retrieval. See the documentation

Lists metadata such as stages, sequences, labels, email accounts, or team users. Use this tool to discover valid IDs before calling write tools — e.g., find a contact stage ID for **Create or Update Contact**, a sequence ID for **Add Contacts to Sequence**, or an opportunity stage ID for **Create or Update Opportunity**. See the documentation

Searches for accounts (companies) in your Apollo CRM by name, stage, or sort criteria. Returns account name, domain, industry, and stage. Use this to find accounts before updating them with **Create or Update Account** or linking them to contacts or opportunities. See the documentation

Searches for contacts in your Apollo CRM by keyword, stage, or sort criteria. Returns contact name, email, title, company, and stage. Use this to find contacts before updating them with **Create or Update Contact** or enrolling them with **Add Contacts to Sequence**. The query parameter searches across name, title, company, and email. See the documentation

Create a new contact. See the documentation

Create a new event. See the documentation

Create a new opportunity. See the documentation

Create a new task. See the documentation

Retrieves available options for the Category field.

Retrieves available options for the Contact field.

Retrieves available options for the Stage field.

Retrieves available options for the Type field.