Capture email prospects as Salesforce leads
Keep promising inquiries from getting buried in your inbox. Notis can read a new Outlook message, identify a clear prospective buyer, and create a Salesforce lead with the details the email provides.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
A promising inquiry can get lost while you switch from Outlook to Salesforce and retype the sender's details.
- Record qualifying inquiries without retyping email details.
- Keep the original message context available in the lead record.
- Skip messages that do not contain enough information to create a valid lead.
Setup
Build it in a few focused steps.
- 1Connect Outlook 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 for a clear new business prospect, using only details present in the email and retaining the message context where useful.
- 4Pick the Outlook New Outlook Message trigger and choose where run reports should go.
- 5Test with one real prospect email and review the created lead.
Questions about this workflow
Will every incoming email become a lead?
No. In the instruction, tell Notis to create a lead only when the message clearly represents a business prospect and contains enough details. Lead creation requires the information Salesforce expects, including a last name and company in common configurations.
Can Notis infer missing lead details?
It can interpret what the email says, but it should not invent missing details. Ask it to skip lead creation when required information is absent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Salesforce. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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