Turn a Bannerbite prospect handoff into a Salesforce lead
Give sales a clear next step when a campaign handoff contains a new prospect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospect details can be lost between a creative campaign and the team's lead follow-up process.
- Create a lead from prospect details provided in the request.
- Carry campaign context into the sales handoff.
- Reduce manual entry after campaign work.
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and Salesforce once in the Notis portal.
- 2Create an automation for prospect handoffs.
- 3Tell Notis to create a Salesforce lead using the prospect details in the request and retain the supplied campaign context where supported.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real handoff containing the required lead fields, including last name and company.
Questions about this workflow
What information must the request include?
Salesforce typically requires a last name and company for a lead. Include those fields and any additional details you want saved.
Can this workflow qualify leads?
It creates a lead from supplied details. Add qualification rules to the instruction only if the request or Salesforce data contains the information needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbite to Salesforce. A trigger fires from one place; an action lands in another.
Bannerbite 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.
Bannerbite and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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