Add campaign leads from Typeform responses
Make campaign enrollment part of the form intake flow when the response gives you a clear match.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Campaign enrollment can lag behind signups when someone has to compare form results with Salesforce by hand.
- Reduce manual campaign enrollment
- Keep lead participation recorded in Salesforce
- Use submitted campaign context to guide routing
Setup
Build it in a few focused steps.
- 1Connect Typeform and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name and prompt.
- 3In one instruction, tell Notis how to identify a lead and the intended campaign from each response.
- 4Pick the Typeform New Form Response trigger and choose where run reports should go.
- 5Test with one real response and verify the campaign membership.
Questions about this workflow
Can this create a lead if the person is not already in Salesforce?
This action adds a lead to a campaign. It does not create a lead, so the lead must already exist in Salesforce.
What if the form does not name a campaign?
Provide a reliable campaign identification rule in your instruction or skip enrollment when the campaign cannot be identified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Salesforce. A trigger fires from one place; an action lands in another.
Typeform triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Form Response
Triggers when a respondent completes and submits the form.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Typeform and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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