Create Salesforce leads from Browse AI prospect research
Move promising prospects from website research into Salesforce without copying details by hand.
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
Prospect research can pile up across browser tabs, and promising names are easy to forget before they reach your sales pipeline.
- Capture prospect details while the research is fresh.
- Use a single instruction to decide which submitted prospects qualify.
- Reduce manual copying from website research into Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Browse AI and Salesforce once in Notis.
- 2Create an automation from any channel or in Automations, New Automation, and give it a name.
- 3Tell Notis to review submitted Browse AI prospect details and create a Salesforce lead for each qualified prospect, using only the details provided.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real prospect example and review the Salesforce lead.
Questions about this workflow
Does Browse AI start this workflow automatically?
Browse AI has no trigger event listed here. This workflow starts when a request reaches its Notis webhook, such as a request carrying prospect details collected by a robot.
What details should the request include?
Include the prospect details needed for Salesforce lead creation, such as a last name and company. Notis should use only supplied information and leave unknown details blank.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browseai to Salesforce. A trigger fires from one place; an action lands in another.
Browseai 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.
Browseai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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