Launch Salesforce Campaigns from External Marketing Systems
Your marketing tool (HubSpot, Constant Contact, etc.) decides to launch a campaign. Notis receives the campaign details via webhook and creates it instantly in Salesforce, so your sales team tracks the launch immediately.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Marketing campaigns are created in external tools but never reach Salesforce. Sales teams don't know about campaigns until weeks later, missing opportunities to coordinate.
- Sync marketing campaigns to Salesforce automatically
- Ensure sales team is always informed
- Reduce campaign setup time
- Improve marketing-sales alignment
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create an automation: 'When a webhook receives campaign details, create a campaign in Salesforce.'
- 3Select 'Notis Webhook' as the trigger and note the unique webhook URL.
- 4Configure your marketing tool to send campaign launches to the webhook URL (usually in webhooks or integrations settings).
- 5Test by launching a campaign in your marketing tool and verifying it appears in Salesforce with correct details.
Questions about this workflow
Which marketing tools can send campaigns via webhook?
Most platforms support webhooks: HubSpot, Mailchimp, ActiveCampaign, Klaviyo, or custom systems. Notis handles JSON payloads automatically.
Can I customize campaign fields before creating?
Yes. Tell Notis which fields to include (name, budget, start date, owner) and it will map them automatically or ask for missing info.
What if my marketing tool requires campaign confirmation?
Notis can send confirmation back to your marketing tool via webhook response. This closes the loop automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Salesforce. A trigger fires from one place; an action lands in another.
Airtable triggers
Salesforce actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
Not just Airtable and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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