Keep New Leads Engaged with Automatic Campaign Enrollment
New contacts are hot leads. Don't let them sit waiting for manual campaign enrollment. Notis adds them to your nurture campaign instantly.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Leads sit in limbo between systems waiting for someone to manually add them to campaigns, losing momentum and making nurture workflows fragile.
- Capture leads at peak interest by enrolling instantly
- No manual campaign management overhead
- Consistent nurture flow for every new contact
- Reduce lost leads from delayed enrollment
- Track campaign performance with complete data
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Salesforce in Notis.
- 2Create an automation: 'Add new Hubspot contacts to our nurture campaign in Salesforce.'
- 3Set trigger to 'Contact Created.'
- 4Choose notification channel.
- 5Test by creating a contact and verify it appears in your Salesforce campaign roster.
Questions about this workflow
Can I add contacts to different campaigns based on their source?
Yes. Tell Notis: 'If source is webinar, add to webinar campaign. If source is referral, add to referral campaign.' It routes intelligently.
What if someone is already in the campaign?
Notis skips duplicates automatically, so you won't have multiple enrollments for the same person.
Can I exclude certain contact types?
Absolutely. Tell Notis: 'Skip competitors' or 'Skip contacts without an email address.' It filters before enrolling.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Salesforce. A trigger fires from one place; an action lands in another.
Hubspot triggers
Salesforce actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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 Hubspot and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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