Create Salesforce leads from a Brandfetch handoff
Capture a researched prospect in Salesforce while the buying context is still fresh.
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
Prospects fall through when research is finished but CRM entry waits for later.
- Shorten the path from research to CRM
- Keep qualification prompts repeatable
- See exceptions in a run report
Setup
Build it in a few focused steps.
- 1Connect Brandfetch and Salesforce in Notis once.
- 2Create an automation describing the lead creation outcome and qualification details.
- 3Choose the Notis webhook trigger.
- 4Select a report channel.
- 5Test with one researched prospect.
Questions about this workflow
What lead fields should I include?
Provide the required lead details in the webhook context and instruction, including the person's last name and company when applicable.
Can the workflow route leads after creation?
You can ask Notis to apply your Salesforce assignment rules after creating or finding the lead in a separate workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brandfetch to Salesforce. A trigger fires from one place; an action lands in another.
Brandfetch 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.
Brandfetch and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.