Start a Deadline Funnel campaign for every new Salesforce lead
Give new leads a timely next step by starting their deadline campaign as soon as they enter Salesforce.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Start Deadline via Custom Webhook
Tool to start an individual subscriber’s deadline tracking via a custom webhook URL. Use after generating a campaign-specific webhook token. Example: StartDeadlineCustomWebhook(account_id='123456', token='abcdef', email='joe@example.com')
Why this helps
New leads can sit untouched while you switch between Salesforce and Deadline Funnel to begin follow-up.
- Start deadline tracking when a lead is created.
- Reduce manual handoffs between your CRM and campaign tool.
- Keep new lead follow-up moving while you focus elsewhere.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Deadline Funnel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to start the selected existing Deadline Funnel campaign for each new Salesforce lead using the lead email address.
- 4Pick the Salesforce New Lead trigger, choose where run reports go, and test with one real lead.
- 5Have the Deadline Funnel account ID and campaign webhook token ready for the selected campaign.
Questions about this workflow
Does this create a Deadline Funnel campaign?
No. It starts deadline tracking for an individual subscriber in an existing campaign. Create the campaign in Deadline Funnel first.
What does the webhook need?
The start action uses a Deadline Funnel account ID, campaign-specific token, and subscriber email. Have the account and token ready for the campaign you select.
Can I test without a real lead?
Test with one real Salesforce lead so you can confirm the email and campaign setup are accepted.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Deadline funnel. A trigger fires from one place; an action lands in another.
Salesforce triggers
Deadline funnel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Email Link Redirect
Tool to redirect an email link to the correct before- or after-deadline URL for a subscriber. Use when processing clicks on Deadline Funnel email links. Returns the final destination URL after redirects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Sales Tracking Webhook URL
Tool to generate the sales-tracking webhook URL details. Use when you need the campaign-specific sales-tracking webhook parameters before tracking a sale. Use after creating or retrieving your campaign in Deadline Funnel to obtain the token value.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Account ID
Tool to retrieve the Deadline Funnel account ID. Use when you need the account identifier for subsequent API calls. Attempts known endpoints then falls back to parsing response or request headers.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Campaigns
Tool to retrieve existing Deadline Funnel campaigns. Use when you need to obtain campaign IDs and names for downstream actions.
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.
Start Deadline via Custom Webhook
Tool to start an individual subscriber’s deadline tracking via a custom webhook URL. Use after generating a campaign-specific webhook token. Example: StartDeadlineCustomWebhook(account_id='123456', token='abcdef', email='joe@example.com')
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Track Sale Webhook
Tool to record a sale for a subscriber in a specific campaign via the campaign-generated sales-tracking webhook. Use after generating the campaign sales-tracking webhook URL.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Deadline funnel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Deadline funnel.