Keep campaign interest connected to Salesforce
Carry useful Brevo engagement context into Salesforce campaign membership so your team can coordinate the next touch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
When campaign activity stays separate from Salesforce, sales teams can lose sight of which leads showed interest.
- Connect engagement with Salesforce campaign membership
- Give sales and marketing a shared campaign view
- Spend less time reconciling campaign lists
Setup
Build it in a few focused steps.
- 1Connect Brevo and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe which engaged leads belong in the Salesforce campaign.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real engagement and an existing Salesforce lead and campaign.
Questions about this workflow
Does this create a Salesforce campaign?
No. It adds a lead to an existing campaign, which must be available in Salesforce.
How does Notis decide which leads to add?
Describe the engagement criteria in the automation prompt. Notis uses the information available from Brevo and Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brevo to Salesforce. A trigger fires from one place; an action lands in another.
Brevo 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.
Brevo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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