Turn promising BotPenguin chats into Salesforce leads
Capture the prospect and the conversation context while it is still fresh. Send a webhook to Notis when BotPenguin identifies a qualified inquiry, and let Notis create a Salesforce lead your team can follow up on.
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
Promising chatbot conversations can disappear into a separate inbox, leaving founders to manually copy details and reconstruct what the prospect asked for.
- Keep qualified inquiries visible in Salesforce
- Include the prospect's stated needs in the lead context
- Reduce manual copying between chatbot and CRM
Setup
Build it in a few focused steps.
- 1Connect BotPenguin and Salesforce to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Salesforce lead from the incoming BotPenguin inquiry and include a concise summary of the prospect's needs.
- 4Choose notis_webhook as the trigger and configure BotPenguin to send the event to the Notis webhook URL.
- 5Choose a report channel, then test with one real qualified inquiry.
Questions about this workflow
Does BotPenguin provide a trigger event for this workflow?
No BotPenguin event is listed here. This workflow starts when BotPenguin sends an HTTP request to a Notis webhook.
What information should the webhook include?
Include available prospect details and conversation text or a summary. Notis can only use information supplied in the request.
Will this workflow decide whether a chat is qualified?
Describe the qualification criteria in the automation prompt, or have BotPenguin send only inquiries that already meet your criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotPenguin to Salesforce. A trigger fires from one place; an action lands in another.
BotPenguin 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.
BotPenguin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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