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Connect Apollo.io to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Apollo.io’s 99 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Apollo.io to Microsoft 365 Copilot in four steps

Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.

  1. 1

    Add Apollo.io to Runlayer

    Apollo.io isn’t in the Runlayer catalog yet, so an admin adds it by its MCP server URL.

    Adding a connector manually
  2. 2

    Connect Microsoft 365 Copilot to Runlayer

    Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Apollo.io’s 99 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Microsoft 365 Copilot setup guide
  3. 3

    Sign in to Apollo.io

    Sign in the way Apollo.io requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Apollo.io from Microsoft 365 Copilot

    Apollo.io’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.

Tools

99 Apollo.io tools in Microsoft 365 Copilot

Runlayer policy decides which of these Microsoft 365 Copilot users can call.

  • Create accounts bulk

    Create many accounts (companies) in one call.

  • Create accounts

    Use the Create an Account endpoint to add a new account to your team's Apollo account.

  • Update accounts

    Use the Update an Account endpoint to update existing accounts in your team's Apollo account.

  • Agent analyze performance

    "How is my team performing on outbound?" (synthesized narrative report)

  • Agent build lead scores

    "Build an account score for India-based EV / clean-energy companies."

  • Agent connect mailbox

    "Connect my Gmail / Outlook." | "Apply best-practice send settings."

  • Agent draft sequence copy

    "Draft a 6-step multichannel sequence (3 emails, 2 calls, 1 LinkedIn) for healthcare

  • Agent explain howto

    "How do I connect Apollo to Salesforce / reset my password?"

See all 99 Apollo.io tools

Control

What Runlayer can see and stop in Microsoft 365 Copilot

Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.

  • Gateway policy (available)

    Every Apollo.io call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.

Frequently asked questions

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