Get Brevo inquiries into Salesforce quickly
Send inquiry details to Notis and have a new Salesforce lead ready for your team to review.
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
Copying inquiry details from marketing activity into a CRM can delay the first sales response.
- Create a CRM lead from submitted inquiry details
- Reduce repeated copy and paste
- Keep the inquiry context available for review
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 tell Notis to create a Salesforce lead from an inquiry request.
- 3Choose a webhook as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real inquiry example that includes the Salesforce lead details required by your org.
Questions about this workflow
What starts the automation?
An HTTP request to the Notis webhook starts it. Include the inquiry details in that request.
What if required lead details are missing?
Salesforce requires the lead information configured for your org. Include required details in the request and review the run report if creation fails.
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
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.