Create Salesforce leads for webinar re-engagement
Turn a reviewed list of webinar prospects into Salesforce leads your team can follow up with.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospects who need another touch can disappear in old attendee exports and forgotten spreadsheets.
- Create leads from a supplied re-engagement list.
- Keep webinar history as context for outreach.
- Reduce manual review of stale attendee exports.
Setup
Build it in a few focused steps.
- 1Connect ClickMeeting and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction which supplied prospects qualify for a new lead and how to avoid duplicates using available information.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real prospect record and review the Salesforce result.
Questions about this workflow
Can this find old attendees directly in ClickMeeting?
ClickMeeting has no listed trigger events here. Provide the attendee or prospect list to Notis for the scheduled run.
Can it reliably detect duplicates?
It can check only information supplied to the workflow or available from connected app actions. Specify the identifying details and confirm the resulting records during the test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickmeeting to Salesforce. A trigger fires from one place; an action lands in another.
Clickmeeting 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.
Clickmeeting and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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