Automate with
Salesforce
Salesforce is the backbone of enterprise sales. NVS connects it to your marketing stack, communication tools, and data warehouse so leads flow in automatically and deals close faster with less manual work.
Use Cases
Every hour, new Salesforce leads are pulled, PII is masked before going to AI, and GPT-4o scores and grades each one. Scores above 80 trigger an immediate Slack alert to the sales team.
Trigger
Every Hour
schedule.cron
Hourly trigger pulls all leads created or updated in the last 60 minutes.
Fetch New Leads
salesforce.api
Salesforce SOQL query returns leads with created_date in the last hour.
Loop
Each Lead
nvs.loop
Processes every lead individually to score and classify.
Mask PII
nvs.set
Name, email, and phone replaced with anonymized tokens before AI processing.
Score & Grade
openai.gpt-4o
GPT-4o assigns a score (0–100) and grade (A–F) based on fit signals.
Update Lead
salesforce.api
Score and grade written back to the lead record in Salesforce.
IF
Score ≥ 80?
nvs.condition
Top-tier leads get immediate human attention via Slack.
YES
Output
Alert #hot-leads
slack.message
Slack alert: 'Grade A lead: {{company}}, score={{score}}' sent to sales channel.
NO
Output
No Alert
nvs.end
Low-score leads remain in Salesforce for standard follow-up. No noise.
Every new Salesforce lead is enriched via an external API. If enrichment succeeds, company size determines whether the lead is converted to an opportunity or kept for nurturing.
Trigger
New Lead
salesforce.trigger
Salesforce trigger fires the moment a new lead is created.
Enrich Lead
http.request
External enrichment API called with the lead's email and company domain.
IF
Enrichment Returned?
nvs.condition
Checks whether the API returned usable company data.
NO
Output
Mark Unenriched
salesforce.api
Lead updated: enrichment_status=failed. No conversion attempted.
YES
Map Fields
nvs.set
Company size, industry, and revenue mapped to Salesforce lead fields.
Update Lead
salesforce.api
Lead enriched fields written back to the Salesforce record.
IF
Company > 500 employees?
nvs.condition
Enterprise-sized companies qualify for direct opportunity conversion.
YES
Output
Convert to Opportunity
salesforce.api
Lead converted to Opportunity with stage=Qualified in Salesforce.
NO
Output
Keep as Lead
nvs.end
Smaller company stays as a lead for standard nurture sequence.
Any external system can POST a contact to NVS's webhook. If the lead already exists in Salesforce it's updated; if not, a new record is created. Either way, the team is notified.
Trigger
Inbound Webhook
webhook.receive
External system posts lead data to the NVS webhook endpoint.
Search by Email
salesforce.api
Salesforce queried for an existing lead matching the inbound email.
IF
Lead Exists?
nvs.condition
Determines whether to update an existing record or create a new one.
YES
Update Lead
salesforce.api
Existing lead updated: last_activity, source, and new field values.
Output
Notify Team
gmail.send
Internal email sent: 'Lead updated: {{name}} from {{source}}'.
NO
Create Lead
salesforce.api
New lead created with all inbound fields mapped to Salesforce schema.
Output
Notify Team
gmail.send
Internal email sent: 'New lead created: {{name}} from {{source}}'.
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