Create an Apollo opportunity from a Pipedrive deal
Keep opportunity tracking aligned across Pipedrive and Apollo.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
Sales context gets fragmented when a new opportunity exists in only one system.
- Maintain a shared opportunity view
- Reduce rekeying between systems
- Create a repeatable handoff
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Apollo once in Notis.
- 2Create an automation that creates an Apollo deal for each new Pipedrive deal.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose the report destination and test with one real deal.
Questions about this workflow
What identifiers may Apollo require?
Any owner, account, or opportunity stage ids used must be valid Apollo identifiers.
Can Notis flag missing Apollo ids?
Yes. Ask it to report missing or invalid identifiers instead of creating an incomplete opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Apollo. A trigger fires from one place; an action lands in another.
Pipedrive 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').
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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