Keep Apollo account stages aligned with deal progress
Use meaningful deal movement in HubSpot to prompt an account stage update in Apollo.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Why this helps
Account stages can lag behind deal progress when each update has to be remembered and repeated.
- Reduce manual account stage maintenance
- Tie account updates to a real deal event
- Update identified accounts in bulk
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Apollo once in the Notis portal.
- 2Create an automation and describe the account stage outcome.
- 3Ask Notis to update identified Apollo account IDs to the valid stage you name when a HubSpot deal changes stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and valid Apollo account and stage IDs.
Questions about this workflow
Can I use a stage name instead of an ID?
The action requires a valid new Apollo account stage. Retrieve available stages first if you need to confirm the right stage ID.
Will this update every account in Apollo?
No. It updates the specified existing Apollo accounts. The accounts must be identified by valid IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Apollo. A trigger fires from one place; an action lands in another.
Hubspot triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
Contact Created Trigger
Contact Created Trigger
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Hubspot and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Apollo.