Add interview-related leads to Salesforce campaigns
Use the response context to decide when an existing lead belongs in a campaign, then add it to the supplied campaign.
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
Campaign membership can be overlooked when lead context arrives through a separate interview workflow.
- Keep campaign membership tied to the decision made from a response.
- Reduce manual campaign updates.
- Use existing Salesforce campaign records.
Setup
Build it in a few focused steps.
- 1Connect Async interview and Salesforce once in the Notis portal.
- 2Create an automation and name it for campaign enrollment.
- 3Tell Notis to add the supplied existing lead to the specified campaign when response context warrants it.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real payload containing valid lead and campaign ids.
Questions about this workflow
Does this create a campaign?
No. It adds an existing Salesforce lead to an existing campaign.
What records are required?
Provide valid Salesforce lead and campaign ids in the webhook payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Async interview to Salesforce. A trigger fires from one place; an action lands in another.
Async interview 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.
Async interview and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.