Monitor Salesforce lead intake activity
Create a metric for new leads and set a Datadog monitor around the signal that matters to your team.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create monitor
Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.
Why this helps
Lead intake can go unnoticed when nobody has time to keep checking the CRM manually.
- Create a monitor for a lead intake metric.
- Make a chosen lead activity threshold visible through Datadog alerting.
- Reduce the need to check lead activity manually.
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 named Datadog custom metric for each new Salesforce lead and create a Datadog monitor for that metric with the threshold and notification details you provide.
- 4Pick the New Lead trigger and choose where run reports should go.
- 5Test with one real new lead and verify the metric submission and monitor setup.
Questions about this workflow
Does creating the monitor also supply historical lead data?
No. The Salesforce trigger submits data for new lead events only. A historical baseline would need to come from another source.
Can Notis choose a useful threshold automatically?
Provide the threshold and alert details that fit your process. The workflow should not assume a baseline that was not supplied.
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.
Create Dashboard
Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create event
Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create monitor
Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Webhook
Create a webhook in datadog. webhooks enable you to receive notifications from datadog monitors and alerts to external services and applications.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Dashboard
Delete a dashboard in datadog. permanently removes a dashboard from your organization. this action cannot be undone. use with caution.
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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