Connect Any Lead Source to Salesforce
Have leads from a custom tool or partner? Notis gives you a webhook that captures them instantly and creates Salesforce leads automatically.
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
Leads from non-standard sources require manual copy-paste into Salesforce, creating delays and errors that damage conversion rates.
- Integrate any lead source without custom development
- Capture leads instantly from external platforms
- Eliminate manual lead entry overhead
- Reduce lead loss from delayed entry
- Enable partner and affiliate integrations
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Create automation: 'Receive leads from external sources via webhook and create Salesforce leads automatically.'
- 3Set trigger type to 'Webhook' and Notis will generate a unique webhook URL.
- 4Choose notification channel.
- 5Share the webhook URL with your external source and test with a sample lead submission.
Questions about this workflow
What fields does the webhook accept?
Tell Notis: 'Accept name, email, phone, and company' or 'Accept custom fields like lead score and budget.' It adapts to your needs.
Can I validate or transform the data?
Yes. Tell Notis: 'Skip leads without email' or 'convert titles to lowercase.' It filters and normalizes automatically.
Is the webhook secure?
Yes. Notis provides a signed webhook with authentication to prevent unauthorized submissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Salesforce. A trigger fires from one place; an action lands in another.
Hubspot triggers
Salesforce actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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 Hubspot and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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