Keep engaged Brevo leads moving in Salesforce
Give promising leads a clear next step. Notis reviews Brevo engagement and creates Salesforce follow-up tasks on your schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Engagement signals can be easy to miss when campaign activity and sales follow-up live in separate apps.
- Turn engagement review into a Salesforce to-do
- Keep follow-up details with the lead record
- Reduce manual checking between marketing and sales
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 should get a follow-up task.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real Brevo engagement example and its matching Salesforce lead.
Questions about this workflow
Does Brevo start this workflow automatically?
Brevo has no trigger event in this setup. Notis checks Brevo on the recurring schedule you choose.
What does Notis create in Salesforce?
It creates a task for a lead when the engagement details and a matching Salesforce record provide enough context.
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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