Review Apollo account context as HubSpot deals progress
Use deal movement in HubSpot as a reminder to check the related account context in Apollo.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Search Apollo Accounts
Searches for accounts within your existing apollo.io database using various criteria; requires a paid plan and is limited to 50,000 records.
Why this helps
Important account details can stay out of view while teams focus on updating deal stages.
- Prompt account review at a useful moment
- Find existing Apollo account records
- Reduce context switching 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 account review outcome.
- 3Ask Notis to search Apollo accounts using any relevant company details available when a HubSpot deal changes stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose a report destination.
- 5Test with one real deal stage update and check the search report.
Questions about this workflow
Is Apollo account search available on every plan?
The listed action requires a paid plan.
Will the action create or update an account?
No. It searches existing Apollo accounts. Account creation or updates use separate actions.
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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No card. Works with personal or business Apollo.