Add analyst consensus to new lead research
Start lead follow-up with a quick view of analyst sentiment and price targets when data is available.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get Consensus Ratings
Tool to get consensus analyst ratings and price targets for a specified ticker over a date range. use when you need to gauge analyst sentiment and target price consensus for investment decisions.
Why this helps
New leads arrive with limited context, leaving founders to switch tools and research the company from scratch.
- Bring analyst sentiment into the first lead review.
- See price target consensus for a specified date range when available.
- Flag leads that need a ticker or company match.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Benzinga once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for new lead research.
- 3Tell Notis to find the lead's company and ticker, retrieve Benzinga consensus ratings for the chosen period, and summarize the result.
- 4Pick New Lead Trigger and choose where run reports should go.
- 5Test with one real lead and check the company match.
Questions about this workflow
Does the workflow score or qualify leads?
No. It summarizes available analyst consensus data for research; decide separately how that context affects qualification.
What happens when no ticker is present?
The instruction can ask Notis to report that the ticker is missing and avoid returning a guessed match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Benzinga. A trigger fires from one place; an action lands in another.
Salesforce triggers
Benzinga actions
Recurring trigger
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Tool to get consensus analyst ratings and price targets for a specified ticker over a date range. use when you need to gauge analyst sentiment and target price consensus for investment decisions.
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Connect any two apps with Notis in the middle.
Salesforce and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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