Track ActiveTrail contacts in Salesforce campaigns
Bring a contact into the matching Salesforce campaign when an external request signals the campaign relationship should be tracked.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Campaign participation can be split across tools, leaving the Salesforce campaign view incomplete.
- Track selected contacts in a Salesforce campaign.
- Use request context to identify the contact and campaign.
- Keep campaign membership current without manual CRM updates.
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 to add the Salesforce contact and campaign identified in the webhook to the campaign, and to flag missing or ambiguous IDs.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real contact and campaign example using a sample webhook.
Questions about this workflow
Does this create a Salesforce campaign?
No. The action adds a contact to an existing Salesforce campaign. The campaign and contact must be identifiable and available.
Can an ActiveTrail event trigger this directly?
ActiveTrail trigger events are not available here. An HTTP request to the Notis webhook starts the workflow.
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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