Capture qualified Botpress prospects as Salesforce leads
Move a promising chatbot conversation into Salesforce with the details your team needs to continue the conversation.
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 prospects can be lost when their details remain in chatbot history instead of the CRM.
- Keep qualified prospects in your lead workflow.
- Carry conversation context into the CRM.
- Avoid re-entering prospect details by hand.
Setup
Build it in a few focused steps.
- 1Connect Botpress and Salesforce in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis what signals indicate a qualified prospect and to create a Salesforce lead using the supplied details; ensure the request includes the required last name and company.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real, qualified conversation and check the resulting Salesforce lead.
Questions about this workflow
What information is required to create a lead?
Salesforce lead creation requires the necessary lead details, including last name and company in the standard case. Include them in the webhook request or conversation data.
Can every Botpress chat create a lead?
Set qualification criteria in your instruction so Notis creates leads only for conversations that meet your stated conditions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botpress to Salesforce. A trigger fires from one place; an action lands in another.
Botpress 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.
Botpress and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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