Nurture New Leads with Automatic Campaigns
Leads captured in Salesforce should enter nurture campaigns in Hubspot instantly. This automation spins up campaigns so your email sequences fire without delay.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create a campaign
Creates a new marketing campaign in hubspot with the specified properties, returning the created campaign data including its `campaignguid`.
Why this helps
Salesforce leads sit unengaged because nurture campaigns aren't created automatically, leaving prospects waiting for someone to remember to add them.
- Engage leads faster with automated campaigns
- Reduce manual campaign setup work
- Improve lead nurturing velocity
- Higher conversion through immediate engagement
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot to Notis.
- 2Create an automation: 'When a lead is created in Salesforce, create a nurture campaign in Hubspot and add this lead to it as a contact.'
- 3Specify your nurture campaign template or naming convention.
- 4Set your notification channel.
- 5Select 'New Lead Trigger' as your trigger.
- 6Test by creating a lead in Salesforce and confirm a campaign is created in Hubspot.
Questions about this workflow
Can multiple leads be added to the same campaign or each get their own?
You choose. Specify in your prompt whether to 'create individual campaigns per lead' or 'add all leads to a single campaign that runs continuously.'
What nurture email sequence runs in this campaign?
You define the sequence in your Hubspot campaign. Notis creates the campaign container; you configure the emails and timing.
How do contacts get added to the campaign?
Notis converts the Salesforce lead to a Hubspot contact and auto-enrolls them. If they already exist in Hubspot, they're added to the campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Salesforce and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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