Bring fresh company context into each deal stage change
When a deal moves, pull together available company and professional details to help you prepare the next step.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Enrich Person or Company
Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).
Why this helps
Deal reviews often rely on context scattered across CRM records and manual research.
- Refresh available company or person details at a meaningful deal milestone.
- Summarize returned information for a faster deal review.
- Keep research connected to the stage change that prompted it.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Datagma once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis to enrich the associated contact or company from available details and summarize the result when a deal changes stage.
- 4Choose the HubSpot Deal Stage Updated trigger and a report destination.
- 5Test with one real deal stage update.
Questions about this workflow
What record details can be enriched?
Datagma supports inputs such as LinkedIn URLs, emails, domains, or names. The available HubSpot details determine what can be requested.
Does this automatically change the deal?
This workflow summarizes enrichment for review. It does not claim to update deal fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Datagma. A trigger fires from one place; an action lands in another.
Hubspot triggers
Datagma actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Detect Job Change
Tool to detect if a contact changed jobs. Use when verifying a contact’s current employment details by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person or Company
Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).
Contact Created Trigger
Contact Created Trigger
Find Work Email
Find verified work email address for a person using their name and company. Returns a professionally verified email address with validation metadata including SMTP checks and MX records. Requires either fullName or firstName+lastName, plus company domain or LinkedIn company slug.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Credits
Get the current credit balance for the authenticated Datagma API account. Use this to check how many API credits remain before making enrichment calls.
Get Twitter Profile By Email
Retrieve Twitter account information associated with an email address. This action looks up Twitter username and display name for a given email address using Datagma's enrichment database. Returns Twitter username, display name, and the queried email if a match is found, or status 'NOT_FOUND' if no Twitter account is associated with the email. Use this when you need to: - Find someone's Twitter handle from their email address - Verify if an email has an associated Twitter account - Enrich contact data with social media information
Get Twitter Profile by Username
Enrich Twitter profile data using Datagma's database. Returns contact information (email), social media profiles (LinkedIn, Facebook, GitHub), and professional details (skills, interests, industry) associated with a Twitter username. Note: Not all usernames are in Datagma's database. A 'not found' response (code 5) indicates the username hasn't been indexed yet.
Reverse Phone Lookup
Tool to reverse-lookup information associated with a phone number. Use when you have a phone number and need associated details (e.g., carrier, location).
Search Phone Numbers
Find mobile phone numbers using email address and/or LinkedIn profile URL. Returns list of phone numbers with confidence scores and optional WhatsApp verification. Best results when both email and LinkedIn URL are provided.
Connect any two apps with Notis in the middle.
Hubspot and Datagma, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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