Turn prospect audio into a Salesforce lead
When a voice message or translated inquiry names a prospect and company, pass its transcript to Notis to prepare a Salesforce lead without retyping the basics.
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 details in voice messages can wait too long to enter the sales pipeline.
- Capture prospects from spoken inquiries
- Preserve source language and uncertainty in the lead description
- Avoid creating records when required details are missing
Setup
Build it in a few focused steps.
- 1Connect CAMB.AI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for inbound prospect audio.
- 3Tell Notis to create a Salesforce lead from a submitted transcript only when the required last name and company are clearly available, and to report missing details rather than guess.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real inquiry transcript and review the created lead.
Questions about this workflow
What if the transcript lacks a company name?
The instruction should have Notis report the missing detail instead of guessing or creating an incomplete lead.
Can it capture the original language?
Include the source language in the request and ask Notis to retain it in the lead description alongside any translated summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CAMB.AI to Salesforce. A trigger fires from one place; an action lands in another.
CAMB.AI 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.
CAMB.AI and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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