Bring contact context into every deal stage change
A stage change can be a useful moment to refresh your understanding of the people involved. Notis can ask AeroLeads for details on an associated contact with a valid public LinkedIn URL.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Why this helps
Deal stage updates can prompt time-sensitive decisions, but contact research is easy to postpone when it lives in a separate tool.
- Attach profile research to the moment a deal changes stage.
- Reduce tool switching while reviewing a deal.
- Report when no associated contact has a valid public LinkedIn URL.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and AeroLeads once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that Notis should identify an associated contact with a valid public LinkedIn URL and retrieve their details through AeroLeads.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal stage change that has an associated contact and valid public LinkedIn URL.
Questions about this workflow
Does the trigger provide deal stage history?
The trigger is a deal stage update. Keep the instruction focused on the update and the associated contact details available to Notis.
Will this work if a deal has no LinkedIn URL?
Tell Notis to skip the AeroLeads lookup and report that the URL is missing or invalid.
Does this update the deal record?
The available AeroLeads action retrieves prospect details. It does not update HubSpot deal fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Aeroleads. A trigger fires from one place; an action lands in another.
Hubspot triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Contact Created Trigger
Contact Created Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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