Add ClickMeeting webinar leads to Salesforce campaigns
Use the webinar a lead engaged with to place them in the corresponding Salesforce campaign.
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 engagement can be incomplete when webinar attendance is not reflected in Salesforce.
- Record webinar engagement on the relevant Salesforce campaign.
- Reduce manual campaign member updates.
- Use registration or attendance context to guide campaign placement.
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 existing leads belong in which campaign based on the webinar context.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real lead and a valid Salesforce campaign reference.
Questions about this workflow
Does this create a new lead?
No. This action adds an existing lead to a campaign. Use a separate lead creation workflow if the lead does not already exist.
What references are needed?
The request or instruction needs to identify a valid Salesforce lead and campaign.
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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