Keep deal stakeholder context close to the stage update
When an opportunity moves, quickly retrieve details for an associated stakeholder with a valid public LinkedIn URL and review the returned context with the deal.
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
The people involved in a deal can be hard to keep straight when stakeholder research is scattered across tabs and separate notes.
- Bring stakeholder profile details into the deal review moment.
- Reduce repeated searches across browser tabs.
- Surface missing or invalid LinkedIn URLs for follow-up.
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 retrieve AeroLeads details for an associated deal stakeholder with a valid public LinkedIn URL and summarize the returned profile context.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal stage update and an associated stakeholder with a valid public LinkedIn URL.
Questions about this workflow
Can this look up multiple stakeholders?
The instruction can ask Notis to look up associated contacts when their valid public LinkedIn URLs are available. Each lookup uses the listed AeroLeads action.
Does the workflow decide whether the deal is qualified?
No. It retrieves profile details for review and does not provide a deal qualification action.
What should happen when no stakeholder URL is available?
Ask Notis to report that the URL is missing and skip the AeroLeads lookup.
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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