Turn ActiveTrail subscriber details into Salesforce leads
Send new subscriber details to Notis and create a lead for the sales team to qualify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
A new subscriber can be missed when signup details have to be copied into Salesforce by hand.
- Bring new subscriber details into the sales team's queue.
- Preserve the signup context supplied with the request.
- Cut duplicate entry between marketing and CRM.
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 create a Salesforce lead from each valid subscriber request, include the supplied signup context, and flag incomplete details for review.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real subscriber example and a sample webhook request.
Questions about this workflow
Does this automatically receive ActiveTrail signup events?
No. ActiveTrail does not expose trigger events here. Send the subscriber data to a Notis webhook to start the automation.
What details are needed to create a lead?
Salesforce lead creation may require a last name and company depending on your Salesforce configuration. Include the available details and ask Notis to flag records missing required information.
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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