Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Sync New Salesforce Contacts with Infusionsoft
Automatically create a new contact in Infusionsoft whenever a new contact is added in Salesforce, ensuring your contact lists are always up-to-date.
MakeFreeCreate a Salesforce event from a new Zoom webinar
Every time a new webinar is scheduled in Zoom, this Make automation automatically generates a corresponding event in Salesforce. You save manual data entry and keep your customer relationship records updated without extra steps.
Make$2.99Create 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$2.99Send 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.
MakeFreeGet Traffic Stats for Salesforce leads with DataForSEO
A ready-to-use Make workflow that connects Salesforce, Dataforseo. Get Traffic Stats for Salesforce leads with DataForSEO. Customize and deploy in minutes.
Make$3.99Sync Facebook leads to Salesforce for automated location-based Sales rep assignment
Streamline your lead management with this template that automatically adds new Facebook leads to Salesforce and assigns them to the corresponding sales representative based on geographic location. Perfect for teams with designated sales personnel for each region, it ensures an organized, efficient allocation process with timely follow-ups to maximize conversions.
Make$4.99Automate Facebook Lead Capture to Google Sheets and Salesforce
Automatically capture new leads from Facebook Lead Ads and seamlessly add them to Google Sheets and Salesforce for efficient data management and follow-up.
Make$3.99Filter 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$19.99Add new Salesforce leads to Mailchimp for targeted marketing
This Zap automates the process of managing new Salesforce records by filtering them, applying a delay, and then creating a new member in Mailchimp. This integration ensures that your marketing lists are always up-to-date with the latest leads from Salesforce, allowing for timely and targeted email campaigns.
Zapier$4.99Automate Webhook Creation with Salesforce Account Search
Effortlessly create webhooks by integrating Salesforce account searches using this automated workflow.
n8n$14.62Automate Geotab Geofence Creation for New Salesforce Work Orders
Automatically create geofence zones in Geotab for new Salesforce work orders with valid coordinates, enhancing fleet tracking and CRM integration.
n8n$14.99Automatically Create Salesforce Cases from Gravity Forms Submissions
Streamline your support process by automatically generating Salesforce cases whenever a new Gravity Forms submission is received.
MakeFreeAutomate Salesforce to LinkedIn Conversions API for Offline Event Tracking
Streamline the process of sending offline conversion events from Salesforce to LinkedIn Ads using this automated workflow.
Make$4.99Automatically Sync New Salesforce Leads to ActiveTrail Contacts
Streamline your lead management by automatically adding new Salesforce leads as contacts in ActiveTrail, ensuring your contact list stays up-to-date.
MakeFreeSync Salesforce Contacts to Smaily Automatically
Automatically synchronize your Salesforce contacts with Smaily whenever a contact is added or updated, ensuring your email marketing lists are always up-to-date.
Make$2.99Automate Salesforce Task Creation from New Asana Tasks
Automatically create a Salesforce task whenever a new task is added in Asana, ensuring seamless task management across platforms.
MakeFreeAutomated 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$24.99Stay Aligned with Task Updates in Process Street, Airtable, and Salesforce
This Zap automates the process of managing tasks across multiple platforms by checking off tasks in Process Street, formatting the data, finding relevant records in Airtable and Salesforce, and updating or creating checklists as needed. This streamlines workflow and ensures that all task-related information is synchronized and up-to-date, enhancing productivity and collaboration.
Zapier$4.99Create Salesforce Accounts Based on Excel File Data
This workflow shows a no-code approach to creating Salesforce accounts and contacts based on data coming from an Excel file. For Excel 365 (the online version of Microsoft Excel), check out [this workflow](https://n8n.io/workflows/1793-create-salesforce-accounts-based-on-excel-365-data/) instead.  To run the workflow: 1. Make sure your Salesforce account is authenticated with n8n. 2. Have a Microsoft Excel workbook with contacts and their account names ready. The workflow uses [this example file](https://static.thomasmartens.eu/n8n/Excel-File-to-Salesforce.xlsx), but you probably want to use your own data instead.  3. Hit the Execute Workflow button at the bottom of the n8n canvas. Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalized before both branches converge again. Finally, the contacts are created or updated as needed in Salesforce.
n8n$9.99Automatically 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$2.99Sync 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 HubSpot, Pipedrive & Salesforce to Google Sheets with OpenAI Dedup
Syncs contacts from HubSpot, Pipedrive, and Salesforce to Google Sheets daily, using OpenAI for smart deduplication, quality scoring, and merging.
n8n$24.99Send text messages for changed SalesForce objects
Every time a watched object changes in SalesForce, Make will automatically send a text message to the specified phone numbers of those watching it.
Make$3.99Send a Slack message from a new Salesforce campaign
Use this template to send a Slack message to a channel or a user when a new Salesforce campaign is created.
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