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Set Up Apollo Enrichment and Automate Lead Scoring for Small Sales Teams

By Ashley Isham Updated June 22, 2026 · 25 min read · 5 views
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Introduction

Lead enrichment and scoring are critical for small sales teams operating with limited resources. When your team is lean, every hour counts—and wasting time on unqualified leads can derail your pipeline. Apollo.io has become one of the most popular B2B lead generation and enrichment platforms, and for good reason: it automates data collection, enriches prospect information, and integrates with your CRM to help you focus on the leads that matter most.

This tutorial walks you through setting up Apollo enrichment and automating lead scoring so your small sales team can prioritize high-quality prospects without manual data entry or guesswork. We’ll cover prerequisites, step-by-step configuration, integration with your existing tools, and real-world troubleshooting tips you’ll actually encounter.

By the end of this guide, you’ll have a fully automated workflow that enriches leads with verified contact data, assigns scores based on fit criteria, and routes qualified prospects directly into your sales pipeline.

What You’ll Need: Prerequisites and Setup Requirements

Before you start, make sure you have the right tools and access in place. This isn’t just about having an Apollo account—it’s about understanding your entire tech stack and how the pieces fit together.

Apollo Account and Subscription Tier

You’ll need an active Apollo.io account. Apollo offers several tiers: free (limited), professional, and enterprise. For small teams automating lead scoring, the Professional tier is typically sufficient, as it includes API access, advanced filtering, and integration capabilities. The free tier has severe limitations on API calls and list size, so it’s not practical for automation workflows.

Sign up at Apollo’s main platform if you haven’t already, and verify your email. Make sure your account has admin or owner permissions so you can access API keys and configure integrations.

CRM Integration

You’ll need a CRM that Apollo integrates with. The most common options are HubSpot, Salesforce, Pipedrive, and Zoho. Apollo has native integrations with all of these, so check Apollo’s integration marketplace to confirm yours is supported. If you’re using a less common CRM, you may need to use a middleware tool like Zapier or Make to bridge the gap.

Make sure your CRM has custom fields set up for lead scores. You’ll need at least one field to store the score (usually a number field, 0–100) and ideally fields for score components (e.g., company fit, role fit, engagement level). This is where your enriched data will land.

Email and Communication Tools

If you’re planning to trigger automated outreach based on lead scores, you’ll also need an email automation platform. Tools like Lemlist and Apollo integrate seamlessly, allowing you to send personalized outreach once a lead hits a certain score threshold. Alternatively, if you’re using HubSpot or another CRM with built-in email, you can use those workflows directly.

API Keys and Permissions

Apollo uses API keys to authenticate requests. You’ll generate these from your Apollo account settings under “Integrations” or “API.” Store these keys securely—never commit them to public code repositories or share them with unauthorized team members. If you’re using a no-code automation tool like Zapier or Make, you’ll paste the key into the platform’s authentication step; if you’re using code, you’ll reference it as an environment variable.

Time and Testing Environment

Set aside at least 2–3 hours for initial setup and testing. You’ll want to run this workflow on a small test list first (50–100 leads) before scaling to your full database. This prevents accidental bulk scoring errors and lets you refine your criteria.

Step 1: Define Your Lead Scoring Criteria

Before you touch Apollo’s interface, you need to decide what makes a lead “qualified” for your business. This is the foundation of everything that follows.

Identify Your Ideal Customer Profile (ICP)

Your ICP is a description of the company and person most likely to benefit from your product or service. For example, if you sell SaaS marketing automation software, your ICP might be:

  • Company size: 50–500 employees
  • Industry: B2B SaaS, marketing agencies, e-commerce
  • Revenue: $5M–$50M annually
  • Location: US, UK, Canada
  • Decision-maker role: VP of Marketing, Marketing Director, Head of Growth

Write this down. You’ll use it to set Apollo filters and scoring rules.

Map Scoring Components

Lead scoring typically combines two types of signals:

Firmographic scoring (company fit):

  • Company size (employee count)
  • Industry vertical
  • Revenue range
  • Location
  • Technology stack (if Apollo provides this data)
  • Company growth rate

Demographic scoring (person fit):

  • Job title and seniority
  • Department
  • Time in role
  • Education level
  • LinkedIn activity

Behavioral scoring (engagement):

  • Email opens (if you’ve emailed them)
  • Website visits
  • Content downloads
  • Demo requests
  • Reply rate

For this tutorial, we’ll focus on firmographic and demographic scoring, since those are driven by Apollo enrichment. Behavioral scoring requires your email or website tracking integration, which is a separate setup.

Assign Point Values

Create a simple scoring matrix. For example:

Company Size:

  • 50–200 employees: +20 points
  • 200–500 employees: +30 points
  • 500–1000 employees: +25 points
  • 1000+ employees: +15 points (may be too large for your team)

Industry:

  • Target industries (SaaS, tech, finance): +25 points each
  • Secondary industries (marketing, consulting): +15 points
  • Non-target industries: +0 points

Job Title:

  • VP/Director level: +30 points
  • Manager level: +20 points
  • Individual contributor: +5 points

Location:

  • Primary markets (US, UK, Canada): +10 points
  • Secondary markets: +5 points
  • Non-target regions: +0 points

Your total scoring range might be 0–130 points. You’d then set a threshold—say, 60+ points = “Sales Ready,” 40–60 = “Nurture,” below 40 = “Not Qualified.”

Write these rules down in a shared document so your team understands how scores are calculated.

Step 2: Access Apollo’s API and Generate Your API Key

Now that you know what you’re scoring, let’s set up the technical connection.

Log Into Apollo and Navigate to Settings

  1. Go to Apollo.io and log in with your account credentials.
  2. Click your profile icon in the top-right corner.
  3. Select “Integrations” or “API & Webhooks” (exact label varies by account type).
  4. You should see a section labeled “API Keys” or “Authentication.”

Generate a New API Key

  1. Click “Generate New Key” or ”+ Create API Key.”
  2. Give it a descriptive name, like “Lead Scoring Automation” or “CRM Sync.”
  3. Select the appropriate permissions. For lead enrichment and scoring, you’ll typically need:
    – Read access to leads and accounts
    – Read access to enrichment data
    – Write access to custom fields (if you’re updating Apollo directly)
  4. Copy the key and store it in a password manager or secure environment variable file. Do not share this key or commit it to version control.

If you’re using a no-code platform like Zapier or Make, you’ll paste this key into the platform’s Apollo connector. If you’re building a custom integration, you’ll reference it as an environment variable.

Step 3: Set Up Apollo Filters and Create a Lead List

Apollo’s filtering engine lets you narrow down prospects based on your ICP. The more precise your filters, the better your lead scoring will be—you’ll avoid wasting points on irrelevant prospects.

Navigate to the Leads or People Module

  1. From your Apollo dashboard, click “Leads” or “People.”
  2. Click “Create New List” or “Advanced Search.”
  3. You’ll see a filter builder with dozens of options.

Apply Firmographic Filters

Start with company-level filters:

  1. Company Size: Click “Company Size” and select your range (e.g., 50–500 employees).
  2. Industry: Click “Industry” and select your target verticals. Apollo uses standard industry classifications; select all that apply to your ICP.
  3. Revenue: Click “Annual Revenue” and set your range (e.g., $5M–$50M).
  4. Location: Click “Company Location” and select countries or regions.
  5. Technology Stack (optional): If you know prospects use specific tools, you can filter by tech stack. Click “Company Technology” and search for tools like Salesforce, HubSpot, Slack, etc.

Apply Demographic Filters

Next, filter by person-level criteria:

  1. Job Title: Click “Job Title” and enter keywords relevant to your ICP. For example, if you’re targeting marketing leaders, search for “VP Marketing,” “Director of Marketing,” “Head of Growth,” etc. Apollo uses fuzzy matching, so you don’t need the exact title.
  2. Department: Click “Department” and select (e.g., Marketing, Sales, Operations).
  3. Seniority: Click “Seniority Level” and select (e.g., Director, VP, C-Suite).
  4. Years in Role (optional): If you want to target people who’ve been in their role for a certain time, use this filter.

Save Your List

  1. Once you’ve applied all filters, click “Save List” at the bottom.
  2. Give it a descriptive name, like “SaaS Marketing Directors – US – 50–500 employees.”
  3. Click “Save.”

Apollo will now show you how many leads match your criteria. For a small sales team, aim for 500–2,000 leads in your first test list. If you have fewer than 100, your filters are too tight; if you have more than 5,000, they’re too loose.

Step 4: Enrich Your Leads with Apollo Data

Now that you have a list, Apollo will enrich these leads with verified contact data. This is where the magic happens—Apollo appends email addresses, phone numbers, LinkedIn profiles, and company details to your prospects.

Trigger Enrichment on Your List

  1. From your saved list, click “Enrich List” or “Sync to CRM” (exact button varies).
  2. Apollo will show you the enrichment options. You’ll see:
    Email addresses: Apollo searches for verified email addresses for each person.
    Phone numbers: Direct phone numbers (if available).
    LinkedIn profiles: Links to LinkedIn profiles.
    Company data: Updated company information, tech stack, funding, etc.
  3. Click “Start Enrichment” or “Enrich All.”

Depending on your list size and Apollo’s queue, enrichment can take minutes to hours. You’ll receive an email notification when it’s complete.

Monitor Enrichment Progress

  1. Return to your list and click “Enrichment Status” or “Activity.”
  2. You’ll see a progress bar showing how many leads have been enriched.
  3. Apollo also shows you the enrichment rate—the percentage of leads for which data was found. A typical enrichment rate is 60–85%, depending on your list quality.

Review Enriched Data

Once enrichment is complete:

  1. Click on a few leads to verify the data quality. Check that email addresses are present, job titles are accurate, and company information matches your ICP.
  2. If you see obvious errors (e.g., a wrong job title or outdated company info), you can manually correct these before scoring.
  3. Export a sample of enriched leads to your CRM to ensure the data format is correct.

Step 5: Integrate Apollo with Your CRM

Now you need to connect Apollo to your CRM so that enriched data and scores flow automatically. The exact steps depend on your CRM, but the process is similar across platforms.

Connect Apollo to HubSpot (Most Common)

If you’re using HubSpot, the integration is straightforward:

  1. In Apollo, click “Integrations” in the top menu.
  2. Find “HubSpot” in the list and click “Connect.”
  3. You’ll be redirected to HubSpot’s OAuth screen. Log in and authorize Apollo to access your HubSpot account.
  4. Select which HubSpot object you want to sync to (usually “Contacts” or “Companies”).
  5. Map Apollo fields to HubSpot fields:
    – Apollo “First Name” → HubSpot “First Name”
    – Apollo “Email” → HubSpot “Email”
    – Apollo “Company” → HubSpot “Company Name”
    – Apollo “Job Title” → HubSpot “Job Title”
    – And so on.
  6. Click “Save Mapping” and “Enable Sync.”

Once enabled, new leads added to Apollo lists will automatically sync to HubSpot as contacts.

Connect Apollo to Salesforce

For Salesforce:

  1. In Apollo, click “Integrations.”
  2. Find “Salesforce” and click “Connect.”
  3. Authorize Apollo in Salesforce (you’ll need Salesforce admin access).
  4. Choose whether to sync to Leads or Contacts (Leads is more common for new prospects).
  5. Map fields as above.
  6. Enable sync.

Connect Apollo to Other CRMs

For Pipedrive, Zoho, or other CRMs, the process is similar. If your CRM isn’t natively supported by Apollo, you can use Zapier or Make to bridge the connection. We’ll cover this in the next section.

Step 6: Set Up Automated Lead Scoring with Zapier or Make

This is where automation truly shines. Instead of manually scoring leads, you’ll create a workflow that scores every new lead automatically based on your criteria.

Why Use Zapier or Make?

While Apollo provides enrichment, it doesn’t natively automate lead scoring based on custom rules. Zapier and Make (formerly Integromat) are no-code automation platforms that can:

  1. Watch for new leads in Apollo or your CRM.
  2. Fetch enriched data from Apollo.
  3. Calculate a score based on your rules.
  4. Update a score field in your CRM.
  5. Trigger follow-up actions (e.g., send an email, create a task, move to a pipeline stage).

We’ll use Zapier for this example, but Make works similarly.

Create a Zapier Account and Connect Apps

  1. Sign up at Zapier.com if you don’t have an account.
  2. Click “Create Zap” (a Zap is a Zapier automation workflow).
  3. Choose a Trigger app. This is what starts the workflow. Select either:
    Apollo (if you want to trigger on new leads in Apollo)
    Your CRM (if you want to trigger on new contacts in HubSpot, Salesforce, etc.)
  4. For this tutorial, we’ll use “Apollo” as the trigger.

Configure the Trigger: New Lead in Apollo

  1. Under “Choose an Event,” select “New Lead.”
  2. Click “Connect” and paste your Apollo API key (from Step 2).
  3. Zapier will test the connection. Once confirmed, select which Apollo list(s) to monitor. For now, select your test list.
  4. Click “Continue.”

Add a Filter: Only Score Leads That Meet Basic Criteria

Before calculating a score, you can add a filter to prevent scoring leads that obviously don’t fit your ICP. This saves processing time.

  1. Click ”+ Add a Step” and choose “Filter.”
  2. Set up a condition like:
    If Company Size is between 50 and 500
    Then continue to the next step
    Else stop the workflow
  3. This prevents wasting resources on leads that are too small or too large.
  4. Click “Continue.”

Add an Action: Calculate Lead Score

  1. Click ”+ Add an Action” and search for “Formatter by Zapier.”
  2. Choose “Formatter” as the action app and select “Number” as the event.
  3. In the “Input” field, you’ll create a formula that calculates your score. Zapier uses a simple formula syntax:
(if(Company_Size >= 50 && Company_Size <= 200, 20, if(Company_Size > 200 && Company_Size <= 500, 30, 0))) + (if(Industry contains "SaaS", 25, if(Industry contains "Tech", 25, 0))) + (if(Job_Title contains "VP" || Job_Title contains "Director", 30, if(Job_Title contains "Manager", 20, 0)))

This formula:

  • Awards 20 points for companies with 50–200 employees, 30 for 200–500, etc.
  • Awards 25 points if the industry is SaaS or Tech.
  • Awards 30 points for VP/Director roles, 20 for Manager.

The exact formula depends on your scoring matrix from Step 1. Zapier’s Formatter has limitations, so for complex scoring, you might use a Code action instead (requires a bit of JavaScript or Python).

  1. Click “Continue.”

Add an Action: Update CRM with Score

  1. Click ”+ Add an Action” and search for your CRM (e.g., “HubSpot”).
  2. Choose “Update Contact” or “Update Lead” as the event.
  3. Connect your CRM account (Zapier will prompt for authorization).
  4. Map the fields:
    Contact/Lead ID: Use the Apollo lead ID or email from the trigger.
    Lead Score (or custom field name): Use the score calculated in the previous step.
    Lead Status: Optionally set to “Sales Ready” if score > 60, “Nurture” if 40–60, etc.
  5. Click “Continue” and review your Zap.

Test Your Zap

  1. Click “Test & Review.”
  2. Zapier will fetch a sample lead from Apollo and run through the workflow.
  3. Check that:
    – The lead is fetched correctly.
    – The filter condition is evaluated (it should pass or fail as expected).
    – The score is calculated (you’ll see the number).
    – The CRM is updated with the score.
  4. If everything looks good, click “Publish Zap.”

Your Zap is now live. Every new lead added to your Apollo list will be automatically scored and synced to your CRM.

Step 7: Set Up Scoring for Existing Leads

Your Zap will handle new leads going forward, but you likely have hundreds or thousands of existing leads in your CRM. You’ll want to score those too.

Export Your Enriched List from Apollo

  1. Go back to your Apollo list (from Step 3).
  2. Click “Export” or “Download.”
  3. Select “CSV” format.
  4. Choose which fields to export: First Name, Last Name, Email, Company, Job Title, Company Size, Industry, Location, etc.
  5. Click “Download.” You’ll get a CSV file.

Bulk Upload to Your CRM

  1. Open your CRM’s contact import tool.
    HubSpot: Go to ContactsImportUpload a file.
    Salesforce: Go to Data ImportLeads (or Contacts).
  2. Upload your CSV file and map the columns to your CRM fields.
  3. For the Lead Score field, leave it blank for now—you’ll populate it in the next step.
  4. Complete the import.

Bulk Score Existing Leads with a Zapier Multi-Step Zap

You can create a second Zap to score all existing leads at once:

  1. Create a new Zap with a “Schedule” trigger (e.g., “Run every day at 9 AM”).
  2. Add an action to “Search for Contacts” in your CRM (filter for contacts where Lead Score is empty).
  3. For each contact found, fetch enriched data from Apollo (using the email as a lookup key).
  4. Calculate the score using the same formula as before.
  5. Update the contact with the score.

Alternatively, if you have a smaller list (under 500 leads), you can use a spreadsheet tool like Google Sheets to calculate scores:

  1. Paste your Apollo CSV into Google Sheets.
  2. Create a formula in a new column that calculates the score based on the Company Size, Industry, and Job Title columns.
  3. Export the scores and bulk-update your CRM.

Step 8: Create CRM Workflows to Act on Scores

Now that leads are scored, you want your sales team to act on high-scoring leads. Set up workflows in your CRM to automate next steps.

HubSpot Workflow Example

  1. Go to Workflows in HubSpot.
  2. Click “Create Workflow” and select “Contact-based.”
  3. Set the enrollment trigger: “Lead Score is greater than or equal to 60.”
  4. Add actions:
    Assign to Sales Team: Automatically assign the contact to a sales rep (you can round-robin or assign based on territory).
    Send Email: Send a welcome email or intro sequence.
    Create Task: Create a task for the rep to follow up within 24 hours.
    Update Property: Set “Lead Status” to “Sales Ready.”
  5. Save and activate the workflow.

Create additional workflows for mid-tier leads (40–60 points) that nurture with content rather than direct outreach.

Salesforce Workflow Example

  1. Go to SetupFlows (or Workflow Rules in classic Salesforce).
  2. Create a new flow triggered when a Lead is created or updated.
  3. Add a decision node: “If Lead Score >= 60.”
  4. If true:
    – Change the status to “Sales Ready.”
    – Assign to a queue or user.
    – Send an email alert to the sales manager.
  5. If false (40–60 points):
    – Change status to “Nurture.”
    – Enroll in a drip campaign.
  6. Activate the flow.

Step 9: Integrate with Email Outreach Tools

Once leads are scored and assigned, you want your team to reach out quickly. If you’re using tools like Lemlist or other AI email automation platforms that integrate with Apollo, you can automate personalized outreach.

Connect Apollo to Lemlist

  1. In Lemlist, go to SettingsIntegrations.
  2. Find Apollo and click “Connect.”
  3. Paste your Apollo API key.
  4. Lemlist will now pull Apollo data into your campaigns.

Create a Lemlist Campaign Triggered by Lead Score

  1. In Lemlist, create a new campaign.
  2. Under “Recipients,” choose to import from Apollo or your CRM.
  3. Filter for leads with a score >= 60.
  4. Create a personalized email sequence:
    Day 1: Introduction email (personalized with company name, job title).
    Day 3: Value-focused follow-up.
    Day 5: Social proof or case study.
    Day 7: Final attempt or transition to nurture.
  5. Set the campaign to “Send at optimal time” (Lemlist’s AI determines best send times).
  6. Launch the campaign.

Now, every lead that hits your “Sales Ready” threshold will automatically receive a personalized outreach sequence.

Step 10: Monitor, Test, and Refine

Your automation is live, but it’s not set-and-forget. You need to monitor performance and adjust your scoring criteria based on real results.

Track Key Metrics

Set up a dashboard to monitor:

  1. Enrichment rate: What percentage of leads have Apollo data? (Target: 70%+)
  2. Score distribution: How many leads fall into each score bucket? (Sales Ready, Nurture, Not Qualified)
  3. Sales conversion rate by score: What percentage of leads in each score bucket convert to opportunities? This is the most important metric—it tells you if your scoring is accurate.
  4. Average sales cycle by score: Do high-scoring leads move through the pipeline faster?
  5. Cost per qualified lead: Divide your Apollo and automation costs by the number of “Sales Ready” leads generated.

In HubSpot, you can create a custom report or dashboard. In Salesforce, use Reports and Dashboards. In Pipedrive, use the built-in analytics.

A/B Test Your Scoring Rules

After 2–4 weeks of data:

  1. Segment your leads by score bucket.
  2. Compare the conversion rate of the 60–70 point group vs. the 70–80 point group.
  3. If the 60–70 group has a much lower conversion rate, raise your threshold to 70.
  4. If the 70–80 group has the same conversion rate as 60–70, lower your threshold to 50 to capture more leads.
  5. Adjust your point values for specific criteria (e.g., if “VP” titles convert at 50% but “Director” titles convert at 30%, increase VP points and decrease Director points).

Common Issues and Troubleshooting

Issue 1: Enrichment Rate Is Too Low (Below 60%)

Cause: Your list includes outdated or low-quality contacts, or Apollo can’t match them to verified records.

Solution:

  • Remove contacts with obviously incorrect or incomplete data (e.g., missing last names).
  • Tighten your Apollo filters to target more common job titles and larger companies (Apollo has better data for these).
  • Check that you’re using the latest company names and industry classifications—outdated data won’t match.

Issue 2: All Leads Are Scoring Above 80 (No Differentiation)

Cause: Your scoring criteria are too loose, or you’re awarding too many points for common attributes.

Solution:

  • Review your point values. Are you giving 30 points for “SaaS industry” when 70% of your list is SaaS? Reduce to 10 points.
  • Add more granular criteria. Instead of just “Company Size,” also score on “Revenue” or “Growth Rate.”
  • Increase your threshold. If 90% of leads score 60+, move your “Sales Ready” threshold to 75 or 80.

Issue 3: High-Scoring Leads Aren’t Converting

Cause: Your ICP definition doesn’t match your actual best customers, or a specific scoring criterion is misleading.

Solution:

  • Review your won deals from the past 6 months. What do these customers have in common? Update your ICP.
  • Check if a specific criterion (e.g., “Tech industry”) is driving high scores but not conversions. Remove or reduce that criterion.
  • Ask your sales team for feedback. Are they calling leads that feel like poor fits? If so, your scoring may be off.

Issue 4: Zapier Workflow Isn’t Triggering

Cause: The trigger condition isn’t being met, or the Apollo integration isn’t authenticated.

Solution:

  • Test the Zap manually. In Zapier, click “Test & Review” and check that data is flowing.
  • Verify your Apollo API key hasn’t expired. Regenerate if needed.
  • Check that your CRM mapping is correct. If a lead is created in Apollo but not synced to your CRM, the Zap won’t trigger on the CRM side.
  • Ensure the trigger condition is specific. For example, “New Lead in Apollo” will only trigger for leads added after the Zap is published, not historical leads.

Issue 5: Duplicate Leads in CRM

Cause: Apollo and your CRM are both creating records, or you’ve imported the same list twice.

Solution:

  • Use your CRM’s deduplication tool. HubSpot has a built-in merge function; Salesforce has “Duplicate Rules.”
  • Disable Apollo’s auto-sync to your CRM if you’re manually importing. Choose one method (either Apollo auto-sync OR manual import, not both).
  • For future imports, check for duplicates before uploading.

Real-World Workflow Example: End-to-End

Here’s how a small SaaS sales team might use this entire setup:

  1. Monday morning: The team’s lead scoring Zap runs. It finds 15 new leads from Apollo that scored 60+ (Sales Ready).
  2. Automatically: HubSpot assigns 5 leads to Sarah (Account Executive 1), 5 to Marcus (AE 2), and 5 to the nurture queue.
  3. Automatically: Lemlist sends a personalized intro email to all 15 leads, mentioning their company name and role.
  4. Tuesday: Sarah and Marcus see the new leads in their HubSpot dashboard and start making calls. 3 leads respond positively.
  5. Wednesday: The leads that didn’t respond receive a second email from Lemlist (automated sequence).
  6. End of week: The team reviews metrics. Of the 15 Sales Ready leads, 3 became opportunities (20% conversion). Of the 40 Nurture leads (40–60 points), 1 became an opportunity (2.5% conversion). This tells them their scoring is pretty accurate.
  7. Next week: They adjust slightly—they notice that “VP Marketing” titles convert at 25%, but “Manager of Marketing” titles convert at only 5%. They increase VP points from 30 to 35 and decrease Manager points from 20 to 10.

Over 2–3 months, the team refines their scoring until they’re consistently converting 15–20% of Sales Ready leads to opportunities, and their sales cycle has shortened by 2 weeks because they’re reaching out to better-fit prospects faster.

Advanced: Custom Scoring with Code

If your scoring logic is complex, you can use Zapier’s Code action to write JavaScript or Python directly:

const score = (() => {
  let points = 0;

  // Company Size
  if (inputData.company_size >= 50 && inputData.company_size <= 200) points += 20;
  else if (inputData.company_size > 200 && inputData.company_size <= 500) points += 30;
  else if (inputData.company_size > 500 && inputData.company_size <= 1000) points += 25;

  // Industry
  const targetIndustries = ['SaaS', 'Technology', 'Software', 'Financial Services'];
  if (targetIndustries.includes(inputData.industry)) points += 25;

  // Job Title
  if (inputData.job_title.includes('VP') || inputData.job_title.includes('Director')) points += 30;
  else if (inputData.job_title.includes('Manager')) points += 20;

  // Location
  const primaryMarkets = ['United States', 'United Kingdom', 'Canada'];
  if (primaryMarkets.includes(inputData.location)) points += 10;

  return points;
})();

return { score: score };

This approach gives you unlimited flexibility. You can add conditional logic, fetch additional data from APIs, and perform complex calculations.

Maintenance and Scaling

Once your automation is working, plan for maintenance:

  1. Monthly review: Check your metrics. Are conversion rates stable? Are enrichment rates declining?
  2. Quarterly refinement: Adjust your scoring criteria based on sales data.
  3. Annual audit: Review your ICP. Has your target customer changed? Update your Apollo filters and scoring rules.
  4. Scaling: As your lead volume grows, monitor your Zapier usage (Zapier charges per task). If you’re running 10,000+ leads monthly, consider upgrading to a higher-tier plan or moving to a custom API integration.

For very large teams (50+ reps), you might also add:

  • Territory-based assignment: Route leads to specific reps based on geography or account type.
  • Account-based scoring: Score entire companies, not just individual contacts.
  • Engagement scoring: Layer in behavioral data (email opens, website visits) once you’ve mastered firmographic scoring.

Conclusion

Setting up Apollo enrichment and automated lead scoring is a game-changer for small sales teams. By following this tutorial, you’ve:

  1. Defined your ideal customer profile and scoring criteria.
  2. Generated Apollo API credentials and set up enrichment.
  3. Filtered and enriched a list of prospects.
  4. Integrated Apollo with your CRM.
  5. Automated lead scoring with Zapier or Make.
  6. Created CRM workflows to act on scores.
  7. Connected outreach tools like Lemlist.
  8. Monitored and refined your system.

Your sales team can now focus on high-quality leads instead of manually researching prospects. You’ll see faster sales cycles, higher conversion rates, and better use of your team’s limited time. Start with a small test list, refine your scoring for 2–4 weeks, then scale to your full database.

Remember: the best lead scoring system is one your team actually uses. Keep it simple at first, measure results religiously, and adjust based on what converts. Good luck!

Sources

Meet your reviewer

Ashley Isham

Set Up Apollo Enrichment and Automate Lead Scoring for Small Sales Teams