Move qualified prospects into the right Salesforce campaign
Submit a qualified prospect with the relevant Salesforce lead and campaign IDs to record campaign engagement without a manual CRM detour.
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
Qualified prospects can miss campaign tracking when the handoff depends on someone remembering a separate CRM update.
- Record campaign membership promptly
- Keep prospect qualification context in the handoff
- Reduce manual campaign updates
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add the supplied existing Salesforce lead to the supplied campaign when the submitted prospect meets your stated qualification criteria.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead and campaign, using valid Salesforce IDs, then check campaign membership.
Questions about this workflow
Does this action create the lead?
No. The action adds an existing lead to a campaign. Supply an existing Salesforce lead ID and campaign ID.
Can Notis decide what qualified means?
You need to state your qualification criteria in the instruction or provide a qualification decision in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Salesforce. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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