Record lead enrollment in the right campaign
Reduce manual campaign updates by having Notis verify the lead and campaign details from a request and record the membership in Salesforce.
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
Leads can be overlooked when campaign enrollment relies on someone remembering a separate Salesforce update.
- Record lead participation in Salesforce campaigns.
- Reduce context switching during enrollment.
- Keep campaign updates tied to a specific request.
Setup
Build it in a few focused steps.
- 1Connect Benchmark email and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe how Notis should identify the lead and campaign and when to add the lead.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one existing lead and campaign and confirm the membership.
Questions about this workflow
Can this action add a contact instead of a lead?
This workflow uses the Salesforce action for leads. Use the separate contact enrollment action for Salesforce contacts.
What if the lead cannot be matched confidently?
Have the prompt ask Notis to report the ambiguity for review instead of adding an uncertain record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Benchmark email to Salesforce. A trigger fires from one place; an action lands in another.
Benchmark email 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.
Benchmark email and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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