Convert webhook data into Salesforce leads instantly
You have a custom lead source—an API, a form handler, a partner tool—that sends lead data. Set up a Notis webhook to receive that data, and every payload automatically becomes a Salesforce lead, so leads from all sources funnel into your CRM without manual routing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Leads from custom data sources never reach Salesforce automatically, creating dead zones where prospects fall through cracks and relationships go unmanaged.
- Unify leads from multiple sources into one CRM inbox
- Eliminate manual lead imports and copy-paste work
- Respond to inbound leads faster by automating ingestion
- Integrate with any tool that can send HTTP requests
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Ask Notis for a unique webhook URL and tell it: 'Convert all webhook data into Salesforce leads, mapping these fields: [list your fields].'
- 3Configure your external tool or API to POST lead data to the Notis webhook URL.
- 4Choose your notification channel for lead confirmations.
- 5Test by sending a sample lead payload to the webhook and verifying it appears in Salesforce.
Questions about this workflow
Can I validate webhook data before creating leads?
Yes. Tell Notis to check for required fields (email, company, etc.) and skip invalid payloads. You'll be notified of any skipped entries.
What if a lead from the webhook already exists in Salesforce?
Notis can deduplicate by email or custom field, update the existing lead, or create a new one. You control the merge logic.
Can I route leads to different owners based on webhook data?
Absolutely. If your webhook includes a region, product, or team field, Notis auto-assigns leads to the right owner.
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.
Connect any two apps with Notis in the middle.
Not just Google Sheets and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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