Turn package interest into a Salesforce lead
Capture a prospect's package interest in Salesforce while the signal and its source are clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Why this helps
A prospect's interest in a package or distribution workflow can be missed when it arrives outside the CRM.
- Capture package related prospect interest in Salesforce.
- Preserve the webhook context for the sales team.
- Reduce re-entry of prospect details.
Setup
Build it in a few focused steps.
- 1Connect Cloudsmith and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce lead only when the webhook contains the required last name and company, and include the package interest in available lead details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect payload and verify the lead.
Questions about this workflow
What details are required to create the lead?
The selected Salesforce action requires last name and company. Salesforce validation rules may require additional organization specific fields.
Can Cloudsmith itself identify prospects?
This workflow only uses prospect details present in the webhook payload. Cloudsmith trigger events are not listed, so an external sender must provide the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudsmith to Salesforce. A trigger fires from one place; an action lands in another.
Cloudsmith triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Create a new account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort query job
Add contact to campaign
Add a contact to a campaign to track engagement.
Add lead to campaign
Add a lead to a campaign to track engagement.
Add product to opportunity
Add a product to an opportunity using its associated price book.
Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Associate contact to account
Associate a contact with an account, replacing any existing account association.
Clone opportunity with products
Clone an opportunity, optionally including its products.
Connect any two apps with Notis in the middle.
Cloudsmith and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.