Track campaign engagement for leads from Celigo
When an integration handoff identifies a lead and a relevant campaign, let Notis add the lead to that Salesforce campaign so engagement has a record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Campaign participation can be missed when qualified leads arrive through integration flows and someone has to enroll them manually.
- Track campaign engagement for a referenced Salesforce lead.
- Reduce manual campaign enrollment after integration handoffs.
- Keep eligibility tied to the qualification signal supplied by Celigo.
Setup
Build it in a few focused steps.
- 1Connect Celigo and Salesforce once in the Notis portal.
- 2Create an automation named lead campaign enrollment.
- 3Tell Notis to add the referenced Salesforce lead to the referenced campaign only when the webhook indicates campaign eligibility.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead and campaign reference pair.
Questions about this workflow
Can the automation decide campaign eligibility by itself?
It should use the qualification information supplied by the webhook or criteria you specify. It cannot infer business eligibility without a signal.
What does the webhook need to include?
Provide valid Salesforce lead and campaign references and a clear indication that the lead should be enrolled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Celigo to Salesforce. A trigger fires from one place; an action lands in another.
Celigo 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.
Celigo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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