Turn call referrals into Salesforce leads
When a Callingly event contains a new prospect, create a Salesforce lead with the details provided in the event.
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
Referral details can arrive during a call and then get stranded in a message or handoff.
- Create a CRM record while the referral is fresh.
- Reduce manual entry from call handoffs.
- Keep lead creation grounded in details actually supplied by the event.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for referral lead capture.
- 3Tell Notis to create a Salesforce lead from the referral details in the request and to report missing required details instead of guessing.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real referral payload that includes last name and company.
Questions about this workflow
Which details are required?
The Salesforce create lead action requires the lead information configured for your org. The deprecated action description specifically calls out last name and company, so include those and test against your Salesforce setup.
Does this workflow create a lead from every call?
No. The prompt should identify referral events from the incoming request and create a lead only when that outcome is intended.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Salesforce. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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