Automate Deal and Account Stages in CRM

Academy

Templates

Sync Deal & Account Stages

Automatically update the account stage when a deal stage is changed.

If it isn’t in the CRM, it didn't happen. When you change your deal stage, Apollo will automatically update the account stage.

This ensures your CRM stays up-to-date, providing critical visibility and improving pipeline management.

Keeping your deal management solution synchronized is essential for accurate tracking and efficient sales processes.

Actions this workflow can automate:

Update the account stage

Workflows & Automations

Ready to put this workflow into action?

All templates

Workflows & Automations

Ask Happy Customers for Referrals

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Workflows & Automations

Ask Happy Customers for Reviews

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Assign as B2B or B2C

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AI Power-ups

Assign as SaaS or non-SaaS

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Workflows & Automations

Automatically Hit No-Shows

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Workflows & Automations

Call When Email is Opened or Clicked

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Sequences

Congratulate on New Role

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Workflows & Automations

Congratulate Recently Promoted Contacts

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Sequences

Conversation Starter Cold Calling Script

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Sequences

Convert Inbound Leads

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Workflows & Automations

Create Deal When Contact Is Interested

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Workflows & Automations

Create Deals From Booked Meetings

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Conversations

Demo Call Scorecard

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Conversations

Discovery Call Scorecard

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Workflows & Automations

End Sequence for Outdated Contacts

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Workflows & Automations

Engage Prospects Who Open Your Email

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O’Brien

Sales Manager,
FST Media

Workflows & Automations

Engage Your Product's Users

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Sequences

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Workflows & Automations

Follow up on Deals Showing No Progress

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Workflows & Automations

Follow Up On No-Show Meetings

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AI Power-ups

Generate an Opening Line from Professional Posts

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AI Power-ups

Generate Personalized Email

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Workflows & Automations

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Pre-meeting insights

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Workflows & Automations

Hit Companies That Are Scaling

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Workflows & Automations

Hit Form-Abandoners

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Workflows & Automations

Hit New Hires

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Workflows & Automations

Hit Recently Funded Companies

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AI Power-ups

Identify Competitors

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Pre-meeting insights

Identify decision-makers in this meeting

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AI Power-ups

Identify Likely-to-Engage Contacts

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AI Power-ups

Identify Pre-Construction Projects

Dahra
Patel

CEO,
Outer Realm

AI Power-ups

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Workflows & Automations

Instantly Hit New Inbounds

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Workflows & Automations

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AI Power-ups

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Pre-meeting insights

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AI Power-ups

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Sequences

Re-Book Meeting No Shows

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Workflows & Automations

Reach out to High-Value Signups

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Sequences

Reach Website Visitors

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Workflows & Automations

Replace Bounces With New Contacts

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AI Power-ups

Reveal Company Pain Points

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Workflows & Automations

Spot Companies Hiring for Specific Roles

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Nikolaou

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AI Power-ups

Summarize Company News

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AI Power-ups

Summarize Contact’s Professional Background

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Pre-meeting insights

Summarize key company information

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Pre-meeting insights

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AI Power-ups

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Olona

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AI Power-ups

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Workflows & Automations

Sync Contact & Account Stages

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Sequences

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Sequences

Target Former Champions

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Sequences

Target High Intent Prospects

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Workflows & Automations

Target Inbound Demo Requests Using Conditional Logic

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Workflows & Automations

Target Leads Based on Software or Products They Use

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Workflows & Automations

Target People Researching Your Category Using Conditional Logic

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Workflows & Automations

Target Website Visitors Using Conditional Logic

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Sequences

The Quick Pitch Cold Calling Script

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Workflows & Automations

Upsell When Users Hit a Limit

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Pre-meeting insights

View meeting history with this company

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Pre-meeting insights

View next steps from last meeting

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Sequences

VIPs & C-Suite Cold Calling Script

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Sequences

Win Customers From Competitors

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Workflows & Automations

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Workflows & Automations

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Workflows & Automations

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Workflows & Automations

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AI Power-ups

Write an Email Based on Competitive Analysis

René
Cobar

Sr. Sales Development Manager,
Apollo

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How to Write Cold Emails Anyone Will Respond To

How to Use AI Power-ups to Accelerate Prospecting

How to Use Workflows to Automate Your Sales Process

How to Make Cold Calls in Apollo

How to Write Cold Emails Anyone Will Respond To

How to Use AI Power-ups to Accelerate Prospecting

How to Use Workflows to Automate Your Sales Process

Sync Deal & Account Stages

Automatically update the account stage when a deal stage is changed.

Actions this workflow can automate:

Ready to put this workflow into action?

All templates

Ask Happy Customers for Referrals

Ask Happy Customers for Reviews

Assign as B2B or B2C

Assign as SaaS or non-SaaS

Automatically Hit No-Shows

Call When Email is Opened or Clicked

Congratulate on New Role

Congratulate Recently Promoted Contacts

Conversation Starter Cold Calling Script

Convert Inbound Leads

Create Deal When Contact Is Interested

Create Deals From Booked Meetings

Demo Call Scorecard

Discovery Call Scorecard

End Sequence for Outdated Contacts

Engage Prospects Who Open Your Email

SeanO’Brien

Engage Your Product's Users

Find the Right Contact

Follow up on Deals Showing No Progress

Follow Up On No-Show Meetings

Generate an Opening Line from Professional Posts

Generate Personalized Email

Get Ahead of Renewals

Get overview on meeting attendees

Hit Companies That Are Scaling

Hit Form-Abandoners

Hit New Hires

Hit Recently Funded Companies

Identify Competitors

Identify decision-makers in this meeting

Identify Likely-to-Engage Contacts

Identify Pre-Construction Projects

DahraPatel

Identify Who Your Target Company Sells To

Instantly Hit New Inbounds

Keep Deal Next Steps Up-to-Date

Know if a Company had Executive Changes

Learn about company priorities

Learn Company Priorities

Re-Book Meeting No Shows

Reach out to High-Value Signups

Reach Website Visitors

Replace Bounces With New Contacts

Reveal Company Pain Points

Spot Companies Hiring for Specific Roles

TasosNikolaou

Summarize Company News

Summarize Contact’s Professional Background

Summarize key company information

Summarize objections from past meetings

Summarize Product and Industry Insights

CarolOlona

Summarize Professional Posts

Summarize Relevant Job Postings

Sync Contact & Account Stages

Tailor Messaging to Role

Target Former Champions

Target High Intent Prospects

Target Inbound Demo Requests Using Conditional Logic

Target Leads Based on Software or Products They Use

Target People Researching Your Category Using Conditional Logic

Target Website Visitors Using Conditional Logic

The Quick Pitch Cold Calling Script

Upsell When Users Hit a Limit

View meeting history with this company

View next steps from last meeting

Sean
O’Brien

Dahra
Patel

Tasos
Nikolaou

Carol
Olona

René
Cobar