Enroll Inbound Leads in Campaigns Automatically
When a lead emails you, Notis can automatically add them to a campaign in Salesforce—turning inbox conversations into tracked engagement.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
New leads contact you via email but you forget to add them to relevant campaigns in Salesforce. Your campaign metrics don't reflect inbound interest.
- Automatically enrolls inbound leads in campaigns without manual action
- Captures real inbound interest in your campaign metrics
- Improves campaign tracking and ROI measurement
Setup
Build it in a few focused steps.
- 1Connect Gmail and Salesforce to Notis.
- 2Create an automation with the prompt: 'When I receive an email from a new lead, add them to the Inbound Interest campaign in Salesforce.'
- 3Select 'New Gmail Message Received' as your trigger.
- 4Receive a test email from a new lead—Notis will add them to the campaign automatically.
Questions about this workflow
What if the lead doesn't exist in Salesforce yet?
Notis can create the lead first, then add them to the campaign. Customize your prompt to do both in one step.
Can I add leads to multiple campaigns based on email content?
Yes. Refine your prompt to analyze email content and add to different campaigns based on their interest—e.g., 'Add to Product Interest or Support campaign based on their message.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Salesforce. A trigger fires from one place; an action lands in another.
Gmail triggers
Salesforce actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Not just Gmail and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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