Documentation Index
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Playbook
Use Apollo as the default high-recall people/company prospector. Company vs CRM split:apollo_company_searchmaps to Apollo Organization Search (mixed_companies/search).- Use
apollo_company_searchwhen you want Apollo’s broad company database, including companies that are not in your team’s CRM yet. crm_search_for_accountsmaps to Apollo CRM Account Search (accounts/search).- Use
crm_search_for_accountsonly when you specifically want accounts your team already added to Apollo CRM. - If the task is “find companies,” “resolve a company,” or “search non-CRM companies,” use
apollo_company_search. - If the task is “search my Apollo accounts” or depends on CRM stages/ownership/workflow state, use
crm_search_for_accounts.
-
apollo_search_peoplemaps to Apollomixed_people/api_search(preview, no Apollo credits, obfuscated names/contact gaps). -
apollo_people_search_paidmaps to Apollomixed_people/search(paid, billed per request in Deepline). -
apollo_search_people_with_matchruns free preview search and then paid enrichment for discovered IDs, returning enrichedpeoplerows directly. -
Use
apollo_search_peoplefirst for cheap discovery and shortlist building; switch toapollo_people_search_paidwhen you need paid Apollo search coverage/filters. -
q_keywordsis useful for broad text discovery, but it is not the only way to search non-CRM companies or people. If you already know the company, preferq_organization_domains_listororganization_ids. -
Keep
include_similar_titles=trueunless the user explicitly asks for strict title matching. -
For broad discovery, start with
person_seniorities+q_keywordsand only tighten after you inspect totals. -
Prefer keyword-style constraints in
q_keywordsandq_organization_nameover overly narrow exact strings. -
Use
apollo_company_searchto resolve account identity first; when running company-targetedapollo_people_search, passq_organization_domains_listororganization_ids(avoid name-only keyword targeting). -
Use low
per_pagefor pilot checks, then scale once payload shape and match quality are confirmed. - For changed-company email recovery specifically, do not force Apollo first; prefer the scenario default order from the GTM meta skill.
- Start with a pilot query:
per_page=1..3, plus eitherq_organization_nameor exact domains, before broad pagination. - Treat
organization_num_employees_rangesas contract-sensitive. Use the exact format shown bydeepline tools get apollo_company_search, and update stale local examples when the live contract changes. - For broad discovery,
q_organization_keyword_tagsis often a better first-pass search constraint than structural-only filters. - Inspect
result.data.organizationsfirst. If that array is empty, then checkresult.data.accountsas a compatibility fallback. - Do not trust
pagination.total_entriesalone when planning a large pull. Verify that retrieved rows, returned shape, and deduped output all look sane on a pilot before fanning out.
- Apollo’s native people-search payload shape is top-level:
{ total_entries, people, pagination }. - Deepline wraps provider payloads in a standard result envelope:
{ data, meta }. - Therefore:
- In
deepline tools execute ..., read people atresult.data.people. - In
deepline enrichrow expressions, read people at<column>.result.data.people. - Do not insert an extra wrapper layer when reading Apollo’s native top-level
peoplelist.
- In
- Apollo company search is canonical at
organizations(notaccounts). - In Deepline output, prefer
result.data.organizations(or<column>.result.data.organizationsin enrich columns). - Compatibility fallback: if
organizationsis empty or absent, readresult.data.accounts. - Recommended extractor pattern:
- Detect redacted/obfuscated last names early (for example:
S****,K.,-,N/A,redacted, masked punctuation-heavy strings). - Treat
last_name_obfuscatedfromapollo_search_peopleas non-authoritative for name-based email finding. - Do not pass obfuscated last names into
leadmagic_email_finderor pattern generators. - Required bridge step:
apollo_search_people->apollo_people_match(by Apolloid) -> useperson.last_namefor name-dependent flows. - If last name is obfuscated, do not rely on
first.last/first.lastInitial/firstInitial.lastInitialpatterns as primary candidates. - Prefer fallback order: direct provider email fields and enrichment lookups first (Apollo/person enrichment/LinkedIn-based enrichment), then emit pattern candidates only when confidence is acceptable.
- Persist deterministic flags for downstream branching, for example
last_name_obfuscated=trueandname_quality=low|medium|high. - Keep recall-first behavior: obfuscation checks should gate pattern generation quality, not force strict matching globally.