Capture Cincopa prospects as Salesforce leads
Turn a media prospect submission into a lead your team can work from Salesforce.
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 collected around media can sit outside the CRM until someone has time to enter them.
- Bring supplied prospect details into Salesforce promptly.
- Reduce manual copying from media-related inquiries.
- Make new prospects easier to triage in the CRM.
Setup
Build it in a few focused steps.
- 1Connect Cincopa and Salesforce once in Notis.
- 2Create an automation by telling Notis to create a Salesforce lead from an eligible Cincopa prospect submission.
- 3Describe the outcome in one instruction and ensure the request contains the lead details required by your Salesforce setup.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real example and check the new lead in Salesforce.
Questions about this workflow
What does the webhook receive?
The Notis webhook starts when sent an HTTP request. Include the prospect details you want used; Cincopa does not provide a listed trigger event in this workflow package.
Can it deduplicate leads?
The listed create-lead action creates a lead. Do not assume it checks for duplicates; include a review or matching step in the automation instruction if suitable lookup access is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cincopa to Salesforce. A trigger fires from one place; an action lands in another.
Cincopa 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.
Cincopa and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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