Track contact engagement in Salesforce
Keep newsletter engagement visible to the people working with your customers.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Customer engagement can be hard to see when newsletter activity sits apart from Salesforce campaign records.
- Record campaign engagement for existing contacts.
- Keep follow-up context in Salesforce.
- Reduce manual campaign membership updates.
Setup
Build it in a few focused steps.
- 1Connect Beehiiv and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the identified Salesforce contact to the specified campaign when the request indicates relevant engagement.
- 4Pick the webhook trigger and select where run reports should go.
- 5Test with one real request containing a valid contact and campaign.
Questions about this workflow
Does this create a new contact?
No. The action adds an existing contact to an existing campaign.
What information is required?
The request needs to identify the Salesforce contact and campaign. It should also carry enough context for Notis to determine whether the engagement qualifies.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beehiiv to Salesforce. A trigger fires from one place; an action lands in another.
Beehiiv 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.
Beehiiv and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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