Bring Apollo deal context into a HubSpot stage change
When a deal moves in HubSpot, quickly retrieve Apollo deal records for a broader pipeline review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Apollo deals
Retrieves a list of deals from apollo, using apollo's default sort order if 'sort by field' is omitted.
Why this helps
Deal progress split between systems makes it harder to see what else needs attention.
- Retrieve Apollo deal context when HubSpot reports movement
- Support a more complete pipeline review
- Reduce manual navigation between CRMs
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Apollo once in the Notis portal.
- 2Create an automation by describing the review outcome.
- 3Ask Notis to retrieve Apollo deals and summarize relevant results when a HubSpot deal changes stage.
- 4Pick the HubSpot Deal Stage Updated trigger and select a report destination.
- 5Test with one real deal stage update and review the report.
Questions about this workflow
Will Apollo's deal list contain the same deal as HubSpot?
Not necessarily. The listed action retrieves Apollo deals; no automatic cross-system deal matching is guaranteed.
Can the report identify the changed deal?
Only if the HubSpot event provides usable context for comparison. Add any missing matching criteria to your instruction.
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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