Keep lead engagement visible in Salesforce campaigns
Bring a Braze lead signal into Salesforce campaign membership without a separate manual CRM step.
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 who engage in Braze may not appear in the Salesforce campaign used to track the work.
- Add an identified lead to an existing campaign.
- Keep Braze engagement signals connected to Salesforce campaign tracking.
- Cut a repetitive CRM update from the handoff.
Setup
Build it in a few focused steps.
- 1Connect Braze and Salesforce once in the Notis portal.
- 2Create a named Notis automation for lead campaign membership.
- 3Tell Notis to add the lead and campaign identified in qualifying webhook requests to Salesforce.
- 4Choose the webhook trigger and report channel, then test with one real example.
Questions about this workflow
Does the Salesforce campaign need to exist already?
Yes. This action adds a lead to a campaign that already exists.
Can Notis match a lead from an email address?
The listed action adds a lead to a campaign. Provide the Salesforce lead identifier in the webhook request rather than assuming an email lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Salesforce. A trigger fires from one place; an action lands in another.
Braze 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.
Braze and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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