Capture qualified activation as Salesforce leads
Help promising product activity reach your sales pipeline with the context that explains why it matters.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Potentially qualified product users can remain invisible to sales when their activity is only reviewed in analytics.
- Bring eligible users into a familiar sales queue.
- Include the activity that prompted lead creation.
- Avoid incomplete lead records when required details are absent.
Setup
Build it in a few focused steps.
- 1Connect Amplitude and Salesforce once in Notis.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what activation qualifies someone for sales review and to create a Salesforce lead only when the required last name and company details are available.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check the lead details and context.
Questions about this workflow
What if Amplitude does not include a person's name or company?
Salesforce requires lead details such as last name and company. Ask Notis to report the candidate and missing details instead of creating an incomplete lead.
Can I define what qualified activation means?
Yes. Name the relevant Amplitude events, timeframe, and any threshold or business rule in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amplitude to Salesforce. A trigger fires from one place; an action lands in another.
Amplitude 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.
Amplitude and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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