Track creative campaign engagement for Salesforce leads
Connect an existing lead to the campaign behind the creative handoff in one follow-up step.
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 reporting misses engagement when leads are not added to the campaign connected to their outreach.
- Enroll an existing lead in the relevant Salesforce campaign.
- Support more complete campaign engagement tracking.
- Reduce missed membership updates after a creative handoff.
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and Salesforce once in the Notis portal.
- 2Create an automation for adding leads to creative campaigns.
- 3Tell Notis to add the supplied Salesforce lead id to the supplied campaign id when both are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with valid ids for one existing Salesforce lead and campaign.
Questions about this workflow
Can the workflow create a new lead?
No. This action adds an existing lead to an existing campaign. Create the records separately if they do not exist.
What ids should the request contain?
Include the Salesforce lead id and campaign id associated with the Bannerbite handoff.
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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