Convert spreadsheet rows into campaign members in Salesforce
You're building a nurture campaign and track prospects in Google Sheets. Every time you add a row, Notis adds that contact to your Salesforce campaign automatically, so your campaign grows as your prospect list grows—without duplicate data entry or missed roster updates.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
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
Campaign rosters diverge from your prospect list in sheets, leaving campaigns incomplete or drowning in manual sync work.
- Keep campaign rosters in sync with your source list automatically
- Eliminate manual member addition to campaigns
- Scale campaigns without extra admin work
- Ensure no prospect falls out of your nurture funnel
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Salesforce to Notis.
- 2Create an automation: 'When a new row appears in my campaign prospects sheet, add that contact to the [campaign name] campaign in Salesforce.'
- 3Specify the sheet and the campaign name.
- 4Choose your notification channel.
- 5Test by adding a contact row and verifying they're added to the Salesforce campaign within moments.
Questions about this workflow
What if the contact doesn't exist in Salesforce yet?
Tell Notis to create the contact first if it doesn't exist, then add them to the campaign. Or you can set it to skip and notify you instead.
Can I add the same contact to multiple campaigns?
Yes. Use separate automations or let Notis determine campaign membership based on a column in your sheet (e.g., 'add to Fall Campaign if Status = Qualified').
Does this handle campaign-specific status fields?
Absolutely. If you track response status or engagement in your sheet, Notis can map that to Salesforce campaign member status fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Salesforce. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Salesforce actions
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
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.
New Sheet Added in Google Spreadsheet
Polling trigger that detects when a new sheet is added to a Google Spreadsheet.
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.
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When this happens · Trigger
Do this · Action
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