Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Automate Salesforce Account Creation from Google Sheets Data
This workflow automates the creation and updating of Salesforce accounts and contacts using data from Google Sheets, streamlining data management between platforms.
n8n$9.99Automate Email Alerts for New Salesforce Leads
Automatically send email notifications when new leads are added in Salesforce, ensuring timely follow-up and engagement.
MakeFreeAutomatically 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$2.99Automatically 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$3.99Automatically Verify and Format Salesforce Contact Phone Numbers
This workflow automatically verifies new Salesforce contact phone numbers using Veriphone. If the phone number is valid, it updates the contact with the formatted number, ensuring data accuracy and consistency.
Make$3.99Real-Time Salesforce Record Updates via Custom Webhook
Seamlessly update Salesforce records in real-time using data from a custom webhook, ensuring your CRM reflects the latest external information.
MakeFreeAutomate Salesforce Contact Creation from Google Forms Submissions
Automatically create new contacts in Salesforce whenever a Google Forms submission is received, streamlining your data entry process.
MakeFreeAutomate 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$14.99Send 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.
MakeFreeSend a Slack message from a closed Salesforce opportunity
Use this template to send a Slack message to a channel or a user when a Salesforce opportunity is closed.
Make$3.99Automate 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$3.99Automatically Create Salesforce Opportunities from New HubSpot Contacts
This workflow automatically generates a Salesforce opportunity whenever a new contact is added to a specified list in HubSpot CRM, streamlining the sales process.
Make$2.99Sync 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$4.99Send Twilio SMS messages for new Salesforce contacts
A ready-to-use Make workflow that connects Salesforce, Twilio. Send Twilio SMS messages for new Salesforce contacts. Customize and deploy in minutes.
MakeFreeAutomate Salesforce Opportunity Creation from Gravity Forms Submissions
Automatically create a Salesforce opportunity whenever a form is submitted via Gravity Forms, streamlining your sales process.
MakeFreeAutomate Salesforce Contact Creation from Gravity Forms with Email Validation
Automatically create a Salesforce contact from a Gravity Forms submission, ensuring email validity through ZeroBounce verification. This workflow streamlines data entry and maintains data integrity by only processing valid email addresses.
Make$3.99Automate Shopify Order Processing to Salesforce Contacts with Slack Alerts
Streamline your workflow by automatically converting new paid Shopify orders into Salesforce contacts and receiving real-time Slack notifications.
Make$4.99Automatically Create Trello Cards from New Salesforce Tasks
Streamline task management by automatically creating Trello cards for each new task added in Salesforce.
MakeFreeSeamlessly Convert New Mailchimp Subscribers to Salesforce Leads
Automatically transform new Mailchimp subscribers into Salesforce leads, ensuring your sales team can quickly engage with potential customers.
MakeFreeStay 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$3.99Sync New Mailchimp Subscribers to Salesforce Contacts
Automatically add new Mailchimp subscribers to Salesforce as contacts, ensuring your CRM is always up-to-date with the latest subscriber information.
MakeFreeSync New Salesforce Contacts to ClickSend Automatically
Automatically add new contacts created in Salesforce to ClickSend, ensuring your contact lists are always up-to-date.
MakeFreeAutomatically Create Salesforce Leads from New Zoom Webinar Registrants
Streamline your lead generation by automatically creating Salesforce leads whenever a new registrant signs up for your Zoom webinar.
MakeFreeStreamline Zendesk Tickets with Salesforce Integration
This Zap automates the process of managing customer support tickets by integrating Zendesk with Salesforce. It streamlines the workflow by extracting ticket information, formatting it for clarity, and ensuring that customer records in Salesforce are updated or created based on the latest ticket data. This helps support teams maintain accurate customer information and improves response times, ultimately enhancing customer satisfaction.
Zapier$3.99
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