Convert spreadsheet leads into campaign members
You're running a webinar, trial, or pilot program and track interested leads in Google Sheets. Every time you add a row, Notis adds that lead to your Salesforce campaign automatically, so your campaign roster stays current and engaged without manual sync work.
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 lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Leads in your prospect sheet never automatically join campaigns, leaving campaign ROI tracking incomplete and engagement fragmented.
- Keep campaign rosters synchronized with your source lead list
- Scale campaigns without manual member management
- Ensure leads get added to campaigns as soon as you identify them
- Reduce administrative overhead on campaign teams
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 leads sheet, add that lead to the [campaign name] in Salesforce.'
- 3Specify the sheet and campaign.
- 4Choose your notification channel.
- 5Test by adding a lead row and confirming they join the Salesforce campaign.
Questions about this workflow
What if the lead doesn't exist in Salesforce?
Tell Notis to create the lead first if needed, or skip it and notify you. You control the flow.
Can I add the same lead to multiple campaigns based on sheet data?
Yes. Use a campaign type column in your sheet and Notis adds them to the matching campaign automatically.
Does this handle campaign-specific fields like source or status?
Absolutely. If your sheet tracks lead source or engagement level, Notis maps those to campaign member 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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