Send new Salesforce leads to EmailOctopus
Turn a new Salesforce lead into a ready-to-follow-up EmailOctopus contact, automatically.
Trigger
New Lead Trigger
Triggers when a new lead is created.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Copying lead details into a marketing list creates busywork and leaves promising contacts waiting.
- Reduce manual contact entry between sales and marketing.
- Keep new lead information together in an EmailOctopus list.
- Spend less time switching between Salesforce and EmailOctopus.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and EmailOctopus once in the Notis portal.
- 2Create an automation in Notis with a name and plain-language prompt.
- 3Tell Notis to add each new Salesforce lead to the chosen EmailOctopus list, using the available contact details.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real lead and confirm the contact appears in EmailOctopus.
Questions about this workflow
Which Salesforce event starts this workflow?
The Salesforce New Lead Trigger starts it when a new Lead is created.
Can I choose the EmailOctopus list?
Yes. Name the intended list in your instruction to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Emailoctopus. A trigger fires from one place; an action lands in another.
Salesforce triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Account Created or Updated
Triggers when an account is created or updated.
Create Field
Creates a custom field on a mailing list.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
New Contact Trigger
Triggers when a new contact is created.
Create Tag
Creates a tag on a mailing list for contact organization.
New Lead Trigger
Triggers when a new lead is created.
Get All Lists
Retrieve all mailing lists in the account.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Salesforce and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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