Turn selected Apollo contacts into Salesforce leads
Have Notis review contacts on a schedule and bring suitable prospects into Salesforce.
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
Contact lists can grow without a simple routine for deciding which people deserve a Salesforce follow-up record.
- Apply your stated criteria consistently.
- Reduce manual list review and entry.
- Keep suitable prospects in Salesforce for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Apollo and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction which Apollo contacts qualify and how to create corresponding Salesforce leads.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real contact and review the created lead.
Questions about this workflow
Will Notis qualify contacts without criteria from me?
No. Include the criteria in your instruction, and supply any context or baseline that Apollo does not provide.
What if a contact already exists in Salesforce?
Ask Notis to check for a matching record before creating a lead, using Salesforce list actions available to the connected workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Salesforce. A trigger fires from one place; an action lands in another.
Apollo 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.
Apollo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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