Capture qualified Botbaba prospects as Salesforce leads
Move promising chatbot conversations into Salesforce so a useful prospect does not disappear in the chat history.
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
A promising Botbaba conversation can be easy to lose when you have to stop and create a lead by hand.
- Save qualified prospects without switching from conversation review to manual data entry.
- Skip conversations that lack enough information to create a useful lead.
- Keep lead capture consistent across Botbaba chats.
Setup
Build it in a few focused steps.
- 1Connect Botbaba and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to review each incoming Botbaba conversation and create a Salesforce lead only when it contains prospect details sufficient for follow-up; use only details present in the conversation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real conversation and confirm the resulting lead is useful.
Questions about this workflow
Does Botbaba provide the trigger event for this workflow?
No. Botbaba exposes no trigger events here, so the workflow starts with a Notis webhook. An HTTP request must start it with the conversation data Notis should review.
What happens when a conversation has no company or last name?
Notis should skip lead creation and report that the conversation lacks required details. Salesforce lead creation requires the appropriate fields, including last name and company in the standard setup.
Does this check for an existing Salesforce lead first?
The listed create lead action does not promise duplicate detection. Ask Notis to check returned Salesforce data first only if you can supply a reliable matching detail and use an available lookup action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botbaba to Salesforce. A trigger fires from one place; an action lands in another.
Botbaba 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.
Botbaba and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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