Find Apollo prospects related to new Salesforce leads
Turn a new lead into a prompt to discover relevant people in Apollo.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Apollo people search
Searches apollo's contact database for people using various filters; results are limited to 50,000 records and this action does not enrich contact data.
Why this helps
Finding related stakeholders can take a separate research session after a lead arrives.
- Surface related prospects for review
- Reduce repeated search setup
- Keep prospect discovery close to lead intake
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Apollo once in the Notis portal.
- 2Create an automation from Automations, New Automation.
- 3Tell Notis what role, company, or other available criteria to use when searching Apollo people for each new lead.
- 4Pick the Salesforce New Lead trigger.
- 5Choose a report channel and test with a lead that has useful company context.
Questions about this workflow
Does people search enrich profiles?
No. Apollo people search returns search results and does not enrich contact data.
How many records can the search return?
Apollo limits people search results to 50,000 records.
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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