Look up the person behind an opportunity email
Get more context around a supplied email as an opportunity moves, with the returned details ready to review.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Append Reverse Email Lookup
Tool to perform reverse email lookup and retrieve contact information. Use when you need to find the name, phone, and address associated with an email address. Returns personal identifiers, contact details, and address components.
Why this helps
Opportunity follow-up can stall when you need to confirm who an email address belongs to.
- Retrieve associated name, phone, and address details when available.
- Keep the results attached to the opportunity-triggered run report.
- Reduce manual identity lookups during deal follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Data247 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis which email address to look up when an Opportunity changes and to summarize returned contact details.
- 4Choose the Salesforce New or Updated Opportunity trigger.
- 5Choose where run reports should go, then test with one real opportunity and a supplied email.
Questions about this workflow
Will the opportunity trigger always include a contact email?
The trigger is for Opportunity creation or updates. If the email is not in the returned event data, specify the address in the instruction or provide it through another available context.
What can the reverse lookup return?
Data247 can return personal identifiers, contact details, and address components associated with the email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Data247. A trigger fires from one place; an action lands in another.
Salesforce triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Contact Updated
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Append Phone to Contact
Tool to append phone numbers to contact records using name and address. Use when you need to find phone numbers (business or residential) associated with a person's name and address. Returns primary phone with type classification and additional phone numbers if available.
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.
Append Property Data
Tool to retrieve comprehensive property data including home stats, ownership information, financials and foreclosure data. Use when you need detailed property information for any US address.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Append Reverse Email Lookup
Tool to perform reverse email lookup and retrieve contact information. Use when you need to find the name, phone, and address associated with an email address. Returns personal identifiers, contact details, and address components.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Append Reverse Phone Lookup
Tool to perform reverse phone lookup and retrieve name and address information. Use when you need to find the contact details associated with a phone number. Returns personal identifiers, address components, and demographic data.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Append Reverse Zipcode Lookup
Tool to get formatted address components from a zipcode. Use when you need to retrieve city, state, county, congressional district, timezone, and other location data for a given 5 or 9 digit zipcode.
Connect any two apps with Notis in the middle.
Salesforce and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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