Create Salesforce leads from ClickMeeting webinar registrations
Keep new webinar interest from getting lost. Send registration details to Notis and create a Salesforce lead with the webinar context attached.
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
Manually copying registrants into Salesforce takes time and leaves interested prospects waiting.
- Capture registrants in Salesforce as they sign up.
- Keep the webinar name and registration context available for follow-up.
- Reduce manual copying between webinar and CRM tools.
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 how registration details should become Salesforce leads, including which webinar context to retain.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real registration sent through the webhook.
Questions about this workflow
Does ClickMeeting provide the trigger for this workflow?
ClickMeeting has no listed trigger events here, so this workflow starts with a Notis webhook. Send registration details to that webhook.
Can I decide which registrants become leads?
Describe the qualification rules in your instruction and include the information needed to evaluate them in the webhook request.
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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