Advance Apollo contact stages from Salesforce changes
Keep contact progression visible across Salesforce and Apollo.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Update contact stage
Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.
Why this helps
Stage changes can be forgotten when teams maintain contact progress in more than one CRM.
- Reduce manual stage updates
- Keep progression visible in Apollo
- Apply stage changes when relevant contact details change
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Apollo once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which Contact changes indicate progression and provide the mapped Apollo contact id and valid Apollo stage.
- 4Pick the Salesforce Contact Updated trigger.
- 5Choose a report channel and test with a mapped contact.
Questions about this workflow
Can a Salesforce Contact id be used as an Apollo contact id?
No. Provide the corresponding Apollo contact id or a reliable way for Notis to find it.
Where do valid Apollo contact stages come from?
Use the stages configured in the Apollo account; Apollo provides a separate action to list contact stages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Apollo. A trigger fires from one place; an action lands in another.
Salesforce 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').
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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