Turn website research into a Salesforce lead
Send a prospect URL to Notis. Browserless reviews the page, and Salesforce gets a lead with the relevant details it can verify.
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 prospect details from a website into Salesforce interrupts research and leaves leads waiting to be recorded.
- Capture prospect details while the research is fresh.
- Reduce manual copy and paste between a browser and Salesforce.
- Flag missing required lead details for review instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Browserless and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome you want.
- 3In one instruction, ask Notis to review a supplied prospect URL and create a lead using only verified details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real prospect URL and check the resulting lead.
Questions about this workflow
What starts this automation?
A Notis webhook starts it when an HTTP request is sent with a prospect URL.
Will it fill in details that are missing from the page?
No. Ask Notis to use verified details only and report any missing information needed to create the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browserless to Salesforce. A trigger fires from one place; an action lands in another.
Browserless 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.
Browserless and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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