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Measure new lead intake in Datadog

Add a simple lead intake signal to Datadog so you can query the activity over time.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Submit metrics

Submits custom metrics to datadog. useful for sending application-specific metrics, business kpis, or custom performance indicators.

Why this helps

Lead activity may be visible in CRM records but missing from the metrics view used for operational reviews.

  • Make new lead activity queryable as a custom metric.
  • Include business activity in Datadog metric reviews.
  • Avoid manually tallying lead creation.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Datadog once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3Ask Notis in one instruction to submit a Datadog custom metric for each new Salesforce lead, and specify a metric name and any tags you want to supply.
  • 4Pick the New Lead trigger and choose where run reports should go.
  • 5Test with one real new lead and review the metric submission.

Questions about this workflow

Does the trigger provide historical lead totals?

No. This trigger fires for new leads; it does not provide a historical baseline. Use a separate source for any historical count you need.

Can I choose the metric name?

Yes. State the metric name in your instruction. Tags or context not returned by Salesforce must be supplied by you.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Salesforce triggers

Datadog actions

Recurring trigger

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

TriggerScheduled

Create Dashboard

Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.

ActionInstant

Webhook trigger

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

TriggerInstant

Create downtime

Creates a new downtime in datadog to suppress alerts during maintenance windows or planned outages. useful for preventing false alarms during deployments or maintenance.

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 event

Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.

ActionInstant

Contact Updated

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

TriggerPolling

Create monitor

Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.

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

Create SLO

Create a service level objective (slo) in datadog. slos help you define and track reliability targets for your services, enabling data-driven decisions about service quality and reliability investments.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Create Synthetic API Test

Create a synthetic api test in datadog. creates a new synthetic api test that continuously monitors api endpoints from multiple locations worldwide. useful for proactive monitoring of api uptime, performance, and functionality.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Create Webhook

Create a webhook in datadog. webhooks enable you to receive notifications from datadog monitors and alerts to external services and applications.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Delete Dashboard

Delete a dashboard in datadog. permanently removes a dashboard from your organization. this action cannot be undone. use with caution.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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