Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Automatically 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.
MakeFreeSync 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$3.99Automate Salesforce Opportunity Creation from New Stripe Charges
Automatically create opportunities in Salesforce whenever a new charge is detected in Stripe, streamlining your sales process.
MakeFreeAutomate Lead Creation and Campaign Enrollment from ActiveCampaign to Salesforce and Reply.io
This workflow automates the process of checking new ActiveCampaign contacts in Salesforce, creating leads if they don't exist, and enrolling them in a Reply.io sequence.
Make$4.99Automate Offline Conversion Tracking from Salesforce to Google Ads
This Zap automates the tracking and sending of offline conversions from Salesforce to Google Ads, ensuring accurate ad campaign optimization.
ZapierFreeSalesforce 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$11.13CallForge: Gong Transcript Processor & Salesforce Enricher
Automates Gong call transcript processing, speaker classification, Salesforce metadata enrichment, and customer profiling with PeopleDataLabs for AI-ready sales insights.
n8n$24.99Automate Jira Issue Creation from New Salesforce Cases
Automatically create Jira issues for new Salesforce cases to streamline your workflow and ensure timely issue tracking.
MakeFreeMulti-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$24.99Automate Lead Email Campaigns from Salesforce to Go4Clients
Automatically add new Salesforce lead emails to a Go4Clients email campaign, streamlining your marketing efforts.
MakeFreeAutomate HubSpot Deal Creation from New Salesforce Opportunities
Automatically create a new deal in HubSpot CRM whenever a new opportunity is added in Salesforce, streamlining your sales process.
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$3.99Send a Slack message from a new Salesforce case
Use this template to send a Slack message to a channel or a user when a new Salesforce case is created.
MakeFreeAutomate Salesforce Lead Email Verification with Clearout
Streamline your sales process by automatically verifying new Salesforce lead emails using Clearout, ensuring data accuracy and updating the lead status accordingly.
Make$3.99
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