Bring Apollo organization research into deal reviews
Use a deal change as a cue to check Apollo for organization context and relevant companies.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Search organizations in Apollo
Searches apollo's database for organizations using various filters; consumes credits (unavailable on free plans), retrieves a maximum of 50,000 records, and uses `page` (1-500) and `per page` (1-100) for pagination.
Why this helps
Company research often gets deferred while the team focuses on moving deals through stages.
- Prompt organization research when a deal moves
- Use company details available in the event
- Reduce manual searches during pipeline work
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Apollo once in the Notis portal.
- 2Create an automation and describe the organization research result you want.
- 3Ask Notis to search Apollo organizations using relevant company details available from each deal stage update.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal whose company details are available.
Questions about this workflow
Does Apollo organization search enrich company records?
No. Organization search finds records. Enrichment is a separate action.
Are there search limits?
The action supports up to 50,000 records, with pagination using page and per page.
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
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