Enroll Inbound Contacts in Campaigns Instantly
When someone emails you, Notis automatically adds them to your Salesforce campaign—turning inbox conversations into tracked engagement.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
You have meaningful email conversations with prospects but forget to add them to relevant campaigns in Salesforce. Your campaign metrics don't reflect reality.
- Automatically enrolls email senders in campaigns without manual action
- Keeps your campaign engagement data accurate and current
- Captures organic interest from inbound emails and converts it to tracked engagement
Setup
Build it in a few focused steps.
- 1Connect Gmail and Salesforce to Notis.
- 2Create an automation with the prompt: 'When I receive an email, add the sender to the Product Interest campaign in Salesforce.'
- 3Select 'New Gmail Message Received' as your trigger and choose where Notis reports runs.
- 4Receive a test email—Notis will enroll the sender in the campaign automatically.
Questions about this workflow
What if the sender isn't already a contact in Salesforce?
Notis can be instructed to create the contact first, then add them to the campaign. This is configurable in your automation prompt.
Can I add people to multiple campaigns?
Yes. Refine your prompt to something like 'Add them to Product Interest and Newsletter campaigns' to segment engagement.
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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