Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Track Asana Tasks and Update Salesforce Records
This Zap automates the process of tracking completed tasks in Asana and updating corresponding records in Salesforce. By filtering completed tasks and ensuring that only relevant information is sent to Salesforce, this integration helps teams maintain accurate project records and enhances productivity by reducing manual data entry.
Zapier$4.99Send 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$3.99Sync New QuickBooks Customers to Salesforce as Contacts
Automatically create Salesforce contacts from new customers added in QuickBooks, ensuring your CRM is always up-to-date.
Make$3.99Automate Salesforce Chatter Notifications for New WordPress Posts
Automatically notify your Salesforce Chatter feed with updates whenever a new WordPress post is published, keeping your team informed in real-time.
MakeFreeSync Salesforce Accounts with Sage Business Cloud Accounting
Automatically create or update customers in Sage Business Cloud Accounting based on new accounts in Salesforce, ensuring data consistency and preventing duplicates.
Make$4.99Automatically Create GitHub Issues from New Salesforce Campaigns
Streamline your workflow by automatically generating GitHub issues whenever a new campaign is created in Salesforce. This integration helps ensure that your development team is promptly informed of new marketing initiatives.
Make$2.99Automate Salesforce Opportunity Creation from Gravity Forms Submissions
Automatically create a Salesforce opportunity whenever a form is submitted via Gravity Forms, streamlining your sales process.
MakeFreeCreate an Asana task from a new Salesforce task
A ready-to-use Make workflow that connects Salesforce, Asana. Create an Asana task from a new Salesforce task. Customize and deploy in minutes.
MakeFreeAutomate Call Notifications for New Salesforce Leads via Go4Clients
Automatically initiate a call through Go4Clients whenever a new lead is created in Salesforce, ensuring prompt communication.
MakeFreeCreate Salesforce Accounts Based on Excel 365 Data
This workflow shows a no-code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Excel files, check out [this workflow](https://n8n.io/workflows/1794-create-salesforce-accounts-based-on-excel-file-data/) instead.  To run the workflow: 1. Make sure you have both Excel 365 and Salesforce authenticated with n8n. 2. Have a Microsoft Excel workbook with contacts and their account names ready:  3. Select the workbook and sheet in the Microsoft Excel node of the workflow, then configure the range to read data from:  4. 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$9.99Create an Asana task from a new Salesforce opportunity
A ready-to-use Make workflow that connects Salesforce, Asana. Create an Asana task from a new Salesforce opportunity. Customize and deploy in minutes.
Make$2.99Automate SMS Alerts for Salesforce Object Changes
Automatically send SMS notifications whenever a Salesforce object is modified, keeping stakeholders informed in real-time.
Make$3.99Multi-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$24.99Automate Lead Creation in Salesforce from Eventbrite Attendees with Email Alerts
Automatically create leads in Salesforce for new Eventbrite attendees and send email notifications to keep your team informed.
Make$4.99Update a Mailerlite subscriber when a SalesForce contact changes
Every time a contact is updated in SalesForce, Make will automatically update that subscriber in Mailerlite.
MakeFreeAutomate 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 File Archiving to Amazon S3 with Slack Notifications
Efficiently archive outdated Salesforce files to Amazon S3, maintain traceability, and receive Slack notifications upon completion, all through a scheduled n8n workflow.
n8n$14.99Send 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.
MakeFreeSync Mailerlite Subscriber with Salesforce Contact Updates
Automatically update a Mailerlite subscriber whenever a Salesforce contact is modified, ensuring your email lists are always current.
MakeFreeAutomate Personalized Intro Messages for New Salesforce Leads and Store in Airtable
Automatically generate personalized introduction messages for new Salesforce leads using ChatGPT and store them in Airtable for review.
Make$3.99Sync New Salesforce Leads to Mailchimp Lists Automatically
Effortlessly transfer new leads from Salesforce to your chosen Mailchimp list, ensuring your marketing efforts are always up-to-date.
MakeFreeCallForge: 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$24.99Send email notifications for new accounts in Salesforce
A ready-to-use Make workflow that connects Salesforce, Google-email. Send email notifications for new accounts in Salesforce. Customize and deploy in minutes.
Make$2.99Automate 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.
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