Review New Deals with Better Prospect Context
Give your deal review a useful starting point without opening another research tab.
Trigger
New Deal Received Trigger
Triggered when a new deal 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
Deal reviews stall when the team has to reconstruct who the prospect is before discussing the opportunity.
- Shorten deal review preparation
- Improve internal handoffs
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Aeroleads once in the Notis portal.
- 2Create an automation that retrieves detailed prospect information for each new deal's valid public LinkedIn URL.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Select a report channel, then test with one live deal and review the returned details.
Questions about this workflow
Can this workflow enrich every deal?
It can run for each new deal that includes a valid public LinkedIn URL.
Does it update the deal automatically?
The available action retrieves prospect details; any follow-up update must be requested separately.
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
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