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Track Salesforce lead creation in Amplitude

Keep new lead activity visible alongside your product signals with an Amplitude event sent when Salesforce creates a lead.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Send Events to Amplitude

Send events to amplitude using the http v2 api. this action allows you to send events to amplitude for tracking user behavior and analytics. it supports all amplitude event fields, handles proper validation, and includes comprehensive error handling.

Why this helps

Lead volume lives in Salesforce while product analysis happens in Amplitude, making it harder to connect the two views.

  • See lead creation activity in the same analytics workspace as product events.
  • Reduce manual reporting between Salesforce and Amplitude.
  • Keep a consistent event for each new Salesforce lead.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Amplitude once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to send an Amplitude event when Salesforce creates a lead, using available lead details and identifiers.
  • 4Pick the Salesforce New Lead trigger and choose where run reports should go.
  • 5Test with one real lead and confirm the event appears in Amplitude.

Questions about this workflow

What starts this automation?

A newly created Salesforce Lead, detected by the Salesforce New Lead trigger.

Which lead details can the event include?

Notis can use details available in the trigger payload. Specify the useful event properties in your instruction; do not assume unavailable fields are present.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Amplitude. A trigger fires from one place; an action lands in another.

Salesforce triggers

Amplitude actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Amplitude Cohort Status

Check the status of a cohort export request. this action allows you to: - poll the status of an in-progress cohort download request - determine if a cohort is ready for download

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Amplitude Event Category

Create a new event category in amplitude. this action allows you to: - create a new event category to organize event types - validate category name before creation key features: - creates event categories for organizing events - returns success/failure status

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Create Amplitude Event Type

Create a new event type in amplitude. this action allows you to: - define a new event type with various properties - associate the event with a category - add metadata like description, tags, and owner key features: - creates trackable events in your amplitude project - supports full event type configuration

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Delete Amplitude Event Category

Delete an event category from amplitude. this action allows you to: - delete an existing event category - remove category organization from events key features: - permanently removes event categories - returns success/failure status

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Delete Amplitude Event Type

Delete an event type from amplitude. this action allows you to: - remove an event type from your project - mark live events as deleted - remove planned events from the tracking plan key features: - different behavior based on event status (live, planned, etc.) - returns success/failure status

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Request Amplitude Cohort

Get a single cohort by id and initiate download. this action allows you to: - request a specific cohort from amplitude - optionally include user properties in the response - start the asynchronous download process key features: - supports filtering by specific user properties - returns a request id used for polling status and downloading - supports eu data residency

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Get Amplitude Event Categories

Get event categories from amplitude. this action allows you to: - get all event categories in your project - get a specific category by name

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get Amplitude Event Type

Get a specific event type from amplitude by name. this action allows you to: - retrieve detailed information about a single event type - get all properties and metadata for the event key features: - retrieves comprehensive event type details - returns metadata like category, description, and settings - supports lookup by exact event name

ActionInstant

Connect any two apps with Notis in the middle.

Salesforce and Amplitude, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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