Start Account Research Automatically
Give your account research a head start as soon as a new organization appears.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Why this helps
Account research is easy to postpone when the first step requires gathering basic context by hand.
- Start research without delay
- Create a repeatable research habit
- Save focused work for analysis
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Aeroleads once in the Notis portal.
- 2Create an automation instructing Notis to retrieve detailed information from the new organization's valid public LinkedIn URL.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose the report channel and test with one organization record.
Questions about this workflow
Is this a full account research report?
It retrieves detailed information for the supplied LinkedIn profile; you can ask Notis to organize it into the format you need.
What if the organization has no LinkedIn profile?
The automation should report that enrichment needs a valid public LinkedIn URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Aeroleads. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Aeroleads, 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 Aeroleads.