Sync Contact and Account Stages

Sync Contact and Account Stages

If a contact moves into a later stage, the associated account should too. This workflow automatically syncs contact and account stages so your data stays clean and reps don’t miss signals.

Why It Works

• Intent: Keep contact and account data aligned
• Impact: Improve reporting accuracy and rep efficiency

The Contact-to-Account Stage Sync

Trigger

Contact stage changes in Apollo (e.g., “Contacted” → “Qualified”)

Conditions

• Contact is associated with an active account
• Contact is in a later stage than the account

Actions

• Update account stage to match contact stage
• Log activity in Apollo
• Notify owner in Slack

Want to use this workflow?

Use it in Apollo