Create Salesforce campaign records from ActiveTrail plans
Give sales a matching campaign record based on the plans marketing has already prepared in ActiveTrail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Salesforce campaign records are easy to leave behind when campaign planning starts in a separate platform.
- Create CRM campaign records from selected marketing plans.
- Keep campaign naming and supplied context aligned across tools.
- Reduce launch preparation steps for the team.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which ActiveTrail plans to consider, how to avoid creating a duplicate, and which supplied details to include in a Salesforce campaign.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real plan and check the Salesforce campaign before using the workflow broadly.
Questions about this workflow
Can Notis guarantee it will not create a duplicate campaign?
Ask it to search Salesforce for an existing match before creation. Define the matching criteria clearly, such as a campaign name and date range.
Will ActiveTrail launch the campaign?
No. This workflow creates a Salesforce campaign record from available plan details. It does not send or schedule an ActiveTrail campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Salesforce. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
ActiveTrail and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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