Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Automate Lead Sync from Facebook/Google Ads to Google Sheets and Salesforce
Streamline your lead management by automatically capturing leads from Facebook or Google Ads, logging them in Google Sheets, and syncing with Salesforce CRM.
n8n$4.99LeadBot Autopilot - Chat-to-Lead for Salesforce
# LeadBot Autopilot - Chat-to-Lead for Salesforce ## Description - How It Works 1. **Greets & Guides:** Welcomes the visitor and collects info step-by-step - Full Name, Email, Mobile, Product Interest. 2. **Validates Inputs:** Checks email/phone formats; politely re-asks if invalid. 3. **De-dupe in Salesforce:** Looks up by email; updates an existing lead if found. 4. **Create/Update Lead:** Writes to Salesforce, including `ProductInterest__c`. 5. **Notify Instantly:** Sends a Slack alert to your team and a personalized email to the prospect. 6. **Close the Loop:** Confirms submission and ends the chat. ## Description - Set Up Steps (45-75 mins) - **Connect Credentials (20-30 mins):** Salesforce OAuth, OpenAI, Slack, SMP. - **Tune the Prompt (5-10 mins):** Greeting, field order, product options. - **Map Fields (10-15 mins):** Name split, email/phone, `ProductInterest__c`. - **Smoke Test (10-15 mins):** Run a full chat; verify de-dupe, Slack + email. - **Go Live (5-10 mins):** Expose the webhook/chat entry point on your site.
n8n$14.99Automate Salesforce Lead Creation with AI-Personalized Email & SMS Follow-Up
This workflow captures leads via an n8n form, creates Salesforce records, and sends personalized responses using OpenAI via email or SMS based on user preference.
n8n$4.99Automated AI Lead Enrichment: Salesforce to Explorium for Enhanced Prospect Data
Salesforce Lead Enrichment with Explorium # Template Download the following JSON file and import it to a new n8n workflow: [salesforce_Workflow.json](https://drive.usercontent.google.com/u/0/uc?id=1iEv-pVFomUka59u7d0dpaapKb4uFO1fh&export=download)  # Overview This n8n workflow monitors your Salesforce instance for new leads and automatically enriches them with missing contact information. When a lead is created, the workflow: 1. Detects the new lead via Salesforce trigger 2. Matches the lead against Explorium's database using name and company 3. Enriches the lead with professional email addresses and phone numbers 4. Updates the Salesforce lead record with the discovered contact information This automation ensures your sales team always has the most up-to-date contact information for new leads, improving reach rates and accelerating the sales process. # Key Features * **Real-time Processing**: Triggers automatically when new leads are created in Salesforce * **Intelligent Matching**: Uses lead name and company to find the correct person in Explorium's database * **Contact Enrichment**: Adds professional emails, mobile phones, and office phone numbers * **Batch Processing**: Efficiently handles multiple leads to optimize API usage * **Error Handling**: Continues processing other leads even if some fail to match * **Selective Updates**: Only updates leads that successfully match in Explorium # Prerequisites Before setting up this workflow, ensure you have: 1. **n8n instance** (self-hosted or cloud) 2. **Salesforce account** with: * OAuth2 API access enabled * Lead object permissions (read/write) * API usage limits available 3. **Explorium API credentials** (Bearer token) - [Get Explorium API key](https://developers.explorium.ai/reference/getting_your_api_key) 4. Basic understanding of Salesforce lead management # Salesforce Requirements ## Required Lead Fields The workflow expects these standard Salesforce lead fields: * `FirstName` - Lead's first name * `LastName` - Lead's last name * `Company` - Company name * `Email` - Will be populated/updated by the workflow * `Phone` - Will be populated/updated by the workflow * `MobilePhone` - Will be populated/updated by the workflow ## API Permissions Your Salesforce integration user needs: * Read access to Lead object * Write access to Lead object fields (Email, Phone, MobilePhone) * API enabled on the user profile * Sufficient API calls remaining in your org limits # Installation & Setup ## Step 1: Import the Workflow 1. Copy the workflow JSON from the template 2. In n8n: Navigate to **Workflows** → **Add Workflow** → **Import from File** 3. Paste the JSON and click **Import** ## Step 2: Configure Salesforce OAuth2 Credentials 1. Click on the **Salesforce Trigger** node 2. Under Credentials, click **Create New** 3. Follow the OAuth2 flow: * **Client ID**: From your Salesforce Connected App * **Client Secret**: From your Salesforce Connected App * **Callback URL**: Copy from n8n and add to your Connected App 4. Authorize the connection 5. Save the credentials as Salesforce account connection **Note**: Use the same credentials for all Salesforce nodes in the workflow. ## Step 3: Configure Explorium API Credentials 1. Click on the **Match_prospect** node 2. Under Credentials, click **Create New** (HTTP Header Auth) 3. Configure the header: * **Name**: `Authorization` * **Value**: `Bearer YOUR_EXPLORIUM_API_TOKEN` 4. Save as Header Auth account 5. Apply the same credentials to the **Explorium Enrich Contacts Information** node ## Step 4: Verify Node Settings 1. **Salesforce Trigger**: * Trigger On: `Lead Created` * Poll Time: Every minute (adjust based on your needs) 2. **Salesforce Get Leads**: * Operation: `Get All` * Condition: `CreatedDate = TODAY` (fetches today's leads) * Limit: 20 (adjust based on volume) 3. **Loop Over Items**: * Batch Size: 6 (optimal for API rate limits) ## Step 5: Activate the Workflow 1. Save the workflow 2. Toggle the **Active** switch to ON 3. The workflow will now monitor for new leads every minute ## Detailed Node Descriptions 1. **Salesforce Trigger**: Polls Salesforce every minute for new leads 2. **Get Today's Leads**: Retrieves all leads created today to ensure none are missed 3. **Loop Over Items**: Processes leads in batches of 6 for efficiency 4. **Match Prospect**: Searches Explorium for matching person using name + company 5. **Filter**: Checks if a valid match was found 6. **Extract Prospect IDs**: Collects all matched prospect IDs 7. **Enrich Contacts**: Fetches detailed contact information from Explorium 8. **Merge**: Combines original lead data with enrichment results 9. **Split Out**: Separates individual enriched records 10. **Update Lead**: Updates Salesforce with new contact information ## Data Mapping The workflow maps Explorium d
n8n$9.99Automate AI-Generated Account Briefs for Outreach with MadKudu, OpenAI, and Salesforce
This workflow automates the generation of AI-driven account briefs using MadKudu and OpenAI, and syncs them to custom fields in Outreach. It's designed for sales teams seeking dynamic, rich context for target accounts directly within Outreach.
n8n$14.99Seamlessly Sync Facebook Lead Ads with Salesforce
Automatically create Salesforce records from new Facebook Lead Ads leads, ensuring efficient lead tracking and management.
MakeFreeFilter Gong Calls in Salesforce by Opportunity Stage for AI Analysis
Automate the filtering of Gong calls synced to Salesforce based on opportunity stage, preparing them for AI analysis.
n8n$9.99Automate Gong Transcript Processing and Salesforce Enrichment
Transform Gong call transcripts into structured, enriched data for enhanced sales insights by integrating Salesforce and PeopleDataLabs.
n8n$14.99Automate Multi-Channel Campaign Messaging with GPT-4 and Salesforce
Streamline your marketing campaigns by automatically generating and sending personalized messages using GPT-4 and Salesforce, delivered via SMS, Email, or WhatsApp.
n8n$9.99Automate Lead Management and Engagement with Salesforce, HubSpot, and ChatGPT
This Zap streamlines lead management by integrating Salesforce, HubSpot, and ChatGPT. It captures new Salesforce records, filters them, applies a delay, searches for existing HubSpot contacts, scores leads, and utilizes ChatGPT for enhanced engagement, updating Salesforce with the latest lead information.
Zapier$2.99Automatically Enrich Salesforce Accounts with Web Crawling, LinkedIn Data, GPS
Crawl the web, mine LinkedIn, think with GPT, and auto-enrich Salesforce—all inside n8n. --- ## How It Works (High-Level) 1. **Listen** - Trigger on new Salesforce Accounts. 2. **Discover** - Crawl the company site (depth-limited) + grab/parse LinkedIn. 3. **Distill** - GPT (JSON mode) returns a clean insight object + HTML summary. 4. **Enrich** - Update the Account record in Salesforce automatically. --- ## Setup Steps (15-25 minutes) 1. **Import** the workflow JSON into n8n. 2. **Connect Credentials**: Salesforce OAuth2 + OpenAI API key. 3. **Tune Settings**: Set `maxDepth` (default = 1), confirm the model (e.g., gpt-3). 4. **Test** with a sample Account to verify crawl + update. 5. **Enable Trigger** and let it run. --- ## Business Impact - **Zero manual research**: Insights appear in Salesforce instantly. - **Consistent data**: Unified JSON schema + confidence rating. - **Faster qualification**: Reps see services, size, HQ, etc., without leaving SF. - **Scalable & automated**: Works 24/7 on every new Account. - **AI-ready outputs**: Raw JSON for automations, HTML for dashboards/Lightning. --- ### Optional Enhancements - Push insights to Slack/Teams. - Auto-create tasks if rating < 60 or data missing. - Archive raw HTML to S3 for audits.
n8n$14.99Automate Lead Scoring with Salesforce, OpenAI, and Slack Using Data Masking
Enhance your sales process with an automated lead-scoring workflow that integrates Salesforce, OpenAI, and Slack while ensuring data privacy through masking.
n8n$9.99Automate HubSpot to Salesforce Lead Creation with Explorium AI Enrichment
# Automatically enrich prospect data from HubSpot using Explorium and create leads in Salesforce This n8n workflow streamlines the process of enriching prospect information by automatically pulling data from HubSpot, processing it through Explorium's AI-powered tools, and creating new leads in Salesforce with enhanced prospect details. ## Credentials Required To use this workflow, set up the following credentials in your n8n environment: ### HubSpot - **Type**: App Token (or OAuth2 for broader compatibility) - **Used for**: Triggering on new contacts, fetching contact data ### Explorium API - **Type**: Generic Header Auth - **Header**: Authorization - **Value**: Bearer YOUR_API_KEY [Get Explorium API key](https://developers.explorium.ai/reference/getting_your_api_key) ### Salesforce - **Type**: OAuth2 or Username/Password - **Used for**: Creating new lead records Go to Settings → Credentials, create these three credentials, and assign them in the respective nodes before running the workflow. ## Workflow Overview ### Node 1: HubSpot Trigger This node listens for real-time events from the connected HubSpot account. Once triggered, the node passes metadata about the event to the next step in the flow. ### Node 2: HubSpot This node fetches contact details from HubSpot after the trigger event. - **Credential**: Connected using a HubSpot App Token - **Resource**: Contact - **Operation**: Get Contact - **Return All**: Disabled This node retrieves the full contact details needed for further processing and enrichment. ### Node 3: Match prospect This node sends each contact's data to Explorium's AI-powered prospect matching API in real time. - **Method**: POST - **Endpoint**: https://api.explorium.ai/v1/prospects/match - **Authentication**: Generic Header Auth (using a configured credential) - **Headers**: Content-Type: application/json The request body is dynamically built from contact data, typically including: full_name, company_name, email, phone_number, LinkedIn. These fields are matched against Explorium's intelligence graph to return enriched or validated profiles. **Response Output**: total_matches, matched_prospects, and a prospect_id. Each response is used downstream to enrich, validate, or create lead information. ### Node 4: Filter This node filters the output from the Match prospect step to ensure that only valid, matched results continue in the flow. Only records that contain at least one matched prospect with a non-null prospect_id are passed forward. **Status**: Currently deactivated (as shown by the Deactivate label) ### Node 5: Extract Prospect IDs from Matched Results This node extracts all valid prospect_id values from previously matched prospects and compiles them into a flat array. It loops over all matched items, extracts each prospect_id from the matched_prospects array, and returns a single object with an array of all prospect_ids. ### Node 6: Explorium Enrich Contacts Information This node performs bulk enrichment of contacts by querying Explorium with a list of matched prospect_ids. **Node Configuration:** - **Method**: POST - **Endpoint**: https://api.explorium.ai/v1/prospects/contacts_information/bulk_enrich - **Authentication**: Header Auth (using saved credentials) - **Headers**: Content-Type: application/json, Accept: application/json Returns enriched contact information, such as: - **emails**: professional/personal email addresses - **phone_numbers**: mobile and work numbers - **professional_email**, **professional_email_status**, **mobile_phone** ### Node 7: Explorium Enrich Profiles This additional enrichment node provides supplementary contact data enhancement, running in parallel with the primary enrichment process. ### Node 8: Merge This node combines multiple data streams from the parallel enrichment processes into a single output, allowing you to consolidate data from different Explorium enrichment endpoints. The combine setting indicates it will merge the incoming data streams rather than overwriting them. ### Node 9: Code - Flatten This custom code node processes and transforms the merged enrichment data before creating the Salesforce lead. It can be used to: - Flatten nested data structures - Format data according to Salesforce field requirements - Apply business logic or data validation - Map Explorium fields to Salesforce lead properties - Handle data type conversions ### Node 10: Salesforce This final node creates new leads in Salesforce using the enriched data returned by Explorium. - **Credential**: Salesforce OAuth2 or Username/Password - **Resource**: Lead - **Operation**: Create Lead The node creates new lead records with enriched information including contact details, company information, and professional data obtained through the Explorium enrichment process. ## Workflow Flow Summary 1. **Trigger**: HubSpot webhook triggers on new/updated contacts 2. **Fetch**: Retrieve contact details from HubSpot 3. **Match**: Find prospects
n8n$9.99Salesforce CRM Deep Research Enrichment Automation Workflow
The Salesforce CRM Deep Research Enrichment workflow seamlessly integrates Salesforce with advanced AI capabilities to enrich customer data. By automating the retrieval and analysis of new or updated records, this workflow enhances data accuracy a...
Make$11.13Create, Update Salesforce Lead & Add Note
Automates creating a new lead in Salesforce, updating its city field, and adding a 'Deal Won!' note. Perfect for sales demos and lead management.
n8n$9.99Automate Salesforce Lead Management with Manual Trigger Workflow
Streamline your Salesforce lead updates and note-taking with this automated workflow triggered manually.
n8n$11.58Salesforce to S3 File Migration & Cleanup
Automates archiving old Salesforce ContentDocuments to Amazon S3, logs references, deletes originals to reclaim storage, and notifies via Slack on a schedule.
n8n$24.99Stay Informed: Zendesk to Salesforce and Slack Notifications
This Zap automates the process of managing customer support tickets by integrating Zendesk with Salesforce and Slack. When a new ticket is created in Zendesk, it finds the corresponding record in Salesforce, creates a new record if necessary, and sends a notification to a Slack channel. This ensures that your support team is always updated on ticket statuses and can respond promptly, improving customer satisfaction and team collaboration.
Zapier$3.99Automated Google Sheets Integration for Salesforce Account Management
Streamline your data management by automating Google Sheets updates with Salesforce account searches.
n8n$7.95Sync Salesforce with QuickBooks for Accurate Sales Receipts
This Zap automates the process of creating a new sales receipt in QuickBooks Online whenever a new record is added in Salesforce. By filtering the records based on specific criteria, it ensures that only relevant sales data is transferred, streamlining your accounting workflow and reducing manual data entry. This integration helps businesses maintain accurate financial records and improves efficiency in managing sales transactions.
Zapier$4.99Create Salesforce Accounts & Contacts from Google Sheets
Automates creating or updating Salesforce accounts and contacts by reading data from Google Sheets, with smart checks for existing records to avoid duplicates.
n8n$14.99Multi-Channel Campaign Messaging with GPT-4 & Salesforce
Automates personalized outbound messages for Salesforce campaigns using GPT-4, sending via SMS/WhatsApp/Email through Twilio/SMTP, with error notifications to Slack.
n8n$24.99Sync HubSpot Contacts to Salesforce and Salesloft with Slack Alerts
Automatically synchronize contacts from HubSpot CRM to Salesforce and Salesloft, and notify your team via Slack for immediate engagement.
MakeFreeAutomatically Create Salesforce Contacts from Updated HubSpot CRM Contacts
This workflow automatically creates a new Salesforce contact whenever a contact property is updated in HubSpot CRM, ensuring your contact information is always up-to-date across platforms.
Make$3.99
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