Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Multi-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$24.99Automatically 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$3.99Enrich Salesforce Leads with DataForSEO Business Data
Automatically enhance your Salesforce leads with detailed business information using DataForSEO API. This workflow retrieves and updates leads with critical data such as business name, description, categories, and contact details, enabling personalized outreach and informed decision-making.
Make$3.99Automate Email Alerts for New Salesforce Leads
Automatically send email notifications when new leads are added in Salesforce, ensuring timely follow-up and engagement.
MakeFreeAutomate Slack Notifications for New Salesforce Tasks
Automatically send a Slack message to a specified channel or user whenever a new task is created in Salesforce, ensuring team members are promptly informed.
Make$2.99Automated AI Lead Enrichment: Salesforce to Explorium
Automatically detects new Salesforce leads, enriches them with professional emails and phones from Explorium, and updates records for better sales outreach.
n8n$24.99Filter Gong Calls Synced to Salesforce by Opportunity Stage
Automates hourly filtering of Gong calls in Salesforce by opportunity stages (Discovery/Meeting Booked), retrieves details via API, and formats for AI analysis.
n8n$19.99Automatically Sync New Salesforce Accounts to HubSpot CRM
Effortlessly create a new company record in HubSpot CRM whenever a new account is added in Salesforce, ensuring seamless data synchronization between platforms.
Make$2.99Streamline Communication with Gmail, Salesforce, and Slack
This Zap automates the process of managing customer inquiries by integrating Gmail, Salesforce, and Slack. When a new message is received in Gmail, it formats the message and filters it based on specific criteria. If the message meets the criteria, it searches for a corresponding record in Salesforce, updates it if found, or creates a new file if not. Finally, it sends a notification to a designated Slack channel, ensuring that your team is always informed and can respond promptly to customer needs.
Zapier$4.99Automate Salesforce Record Emails with Google Email
Effortlessly send Salesforce records via email using Google Email. This workflow extracts data from Salesforce and emails it directly to specified recipients.
Make$2.99Automate Salesforce Lead Creation from New ChatBot Users
This workflow automatically creates new leads in Salesforce from new users captured by a ChatBot. It ensures timely lead generation by checking for new users every 15 minutes.
Make$3.99Automatically Create Salesforce Cases from Gravity Forms Submissions
Streamline your support process by automatically generating Salesforce cases whenever a new Gravity Forms submission is received.
MakeFreeSync New Salesforce Leads to LinkedIn Matched Audiences
Automatically add new Salesforce leads to LinkedIn Matched Audiences, enhancing your marketing reach with up-to-date contact information.
MakeFreeAutomate Slack Notifications for New Salesforce Events
Automatically send a Slack message to a specified channel or user whenever a new event is created in Salesforce. This workflow ensures timely communication and keeps your team informed.
Make$3.99Create a Salesforce opportunity when a HubSpot CRM contact property changes
Every time a HubSpot CRM contact property changes, Make will automatically create a Salesforce opportunity.
Make$3.99Auto-Enrich Salesforce Accounts with Web, LinkedIn & GPT
Triggers on new Salesforce Accounts, crawls company websites and LinkedIn for data, distills insights with GPT, and auto-updates records with structured JSON and summaries.
n8n$24.99Send a Slack message from a new Salesforce lead
Use this template to send a Slack message to a channel or a user when a new Salesforce lead is created.
MakeFreeSync New Shopify Paid Orders to Salesforce as Leads
Automatically convert new paid orders from Shopify into leads in Salesforce, streamlining your sales process.
Make$3.99Sync Salesforce Contacts to Yodel.io Automatically
Automatically create or update Yodel.io contacts whenever a new contact is added in Salesforce, ensuring your contact information is always up-to-date.
Make$2.99Add new SalesForce accounts to QuickBooks as customers
Every time a new account is created in SalesForce, Make will automatically create a new customer in QuickBooks.
MakeFreeCreate Stripe customers with new or updated Salesforce contacts
With this automation, Make fetches new/updated contacts in Salesforce and creates/updates customers in Stripe for you.
Make$3.99Create a Salesforce contact from a Gravity Forms form submission
Use this template to automatically create a Salesforce contact when a Gravity Forms form is submitted. Your Gravity Forms form has to include a Last name field (fields that are not required but you can include them are: First name, Email, Phone, Street address, City, Postal code, State/province, Country).
Make$2.99Create or update Yodel.io contacts from Salesforce
Every time a new contact is added in Salesforce, Make will automatically create or update a contact in Yodel.io.
MakeFreeAutomate Slack Notifications for New Salesforce Contacts
Automatically send a Slack message to a specified channel or user whenever a new contact is created in Salesforce, ensuring your team stays updated in real-time.
Make$2.99
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