Integrations
Connect InvestorGrid with Apollo.io, email marketing platforms, and import data from CSV files.
Apollo.io Integration
Automatically import investor contacts from Apollo.io with configurable filters.
- Connect your Apollo.io API key
- Configure filters (regions, titles, industries, company headcount)
- Schedule automated monthly ingestion or run manual imports
- View ingestion history and statistics
Available on Premium plan only. Set up in Settings → Integrations → Apollo.
Email Marketing Integrations
Sync interested prospects to your email marketing campaigns.
Constant Contact
Full integration with lists and campaigns. One-click sync from prospect pages.
Mailchimp
Sync to lists and segments. Automatic list assignment based on prospect status.
Available on Premium plan. Set up in Settings → Integrations → Email Marketing.
CSV Import
Import investor data from CSV files. InvestorGrid supports multiple formats:
- AngelMatch exports: Fully supported with automatic field mapping
- OpenVC exports: Standard format with enrichment
- Apollo exports: Compatible with Apollo CSV format
- Custom formats: Flexible mapping for any CSV structure
To import:
- Go to Dashboard or Imports page
- Click "Import CSV"
- Upload your CSV file
- Map columns if needed
- Review and confirm import
CSV Format Requirements
Your CSV should include:
- Investor name (required)
- Organization/company name
- Email address
- Location (city, state, country)
- Investment sectors
- Investment stages
- Portfolio companies (optional)
InvestorGrid will automatically enrich missing fields during import.