Connect ad response follow-through to the Salesforce campaign
Keep the response tied to the campaign by preparing the creative and adding the supplied lead to the right Salesforce campaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Ad responses lose useful attribution when lead follow-through is handled separately from campaign tracking.
- Record lead campaign engagement in Salesforce.
- Keep creative work connected to the response context.
- Cut manual campaign member updates.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to prepare an Adrapid visual and add the specified existing lead to the specified Salesforce campaign.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real Salesforce lead id and campaign id.
Questions about this workflow
Can this create the lead if it does not exist?
This workflow uses the add lead to campaign action, which needs an existing lead. Create or identify the lead separately before running it.
What identifiers are needed?
Provide valid Salesforce lead and campaign ids so Notis can add the lead to the intended campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Salesforce. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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