Capture Every Inbound Lead in Salesforce
Every email from a potential customer becomes a lead in Salesforce instantly—no copy-and-pasting, no missed opportunities.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Inbound emails pile up in your inbox and many never make it into Salesforce as leads. By the time you get to them, the moment to respond quickly has passed.
- Captures all inbound leads instantly, without manual entry
- Ensures every potential customer is tracked in Salesforce
- Reduces response time by automatically flagging new prospects
Setup
Build it in a few focused steps.
- 1Connect Gmail and Salesforce integrations to Notis.
- 2Create an automation with the prompt: 'When I receive an email from someone new, create a lead in Salesforce with their name, company, and email address.'
- 3Select 'New Gmail Message Received' as your trigger.
- 4Receive a test email from someone unknown and watch Notis create the lead in Salesforce.
Questions about this workflow
Will Notis create leads for every email or only new contacts?
You define the rule in your automation prompt. Typically, it triggers for new senders to avoid duplicates, but you can customize this.
What happens if the email doesn't include a company name?
Notis creates the lead with available information and leaves the company field empty. You can update it later or Notis can infer it from email domain metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Salesforce. A trigger fires from one place; an action lands in another.
Gmail triggers
Salesforce actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Not just Gmail and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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