Add target account prospects from Apollo to Salesforce
Keep target account prospecting moving by turning selected Apollo people into Salesforce leads on a schedule.
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
Target account research can produce names without a reliable way to capture them for sales follow-up.
- Connect target account research to Salesforce follow-up.
- Reduce manual capture of relevant prospects.
- Use the companies and criteria you provide.
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 companies and people to find in Apollo and how suitable people should be added as Salesforce leads.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real target company and review the lead details.
Questions about this workflow
Where do the target companies come from?
Provide the company names or criteria in your instruction. Notis should not assume a target account list that has not been supplied.
Can it add contacts directly to an account?
This workflow creates Salesforce leads. Associating contacts to accounts would require using the appropriate Salesforce contact action and an existing contact record.
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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