Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Automatically Send Thanks.io Postcards for New Salesforce Leads
This workflow automatically sends a personalized Thanks.io postcard whenever a new lead is created in Salesforce, enhancing customer engagement.
MakeFreeSync New Salesforce Leads to Intercom as Users
Automatically create new users in Intercom whenever a new lead is added in Salesforce, ensuring seamless integration and up-to-date user information.
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$2.99Add contacts from Salesforce to a Mailchimp list
Whenever you add or update contacts in Salesforce, Make will automatically retrieve the contacts and add/update them in a Mailchimp list of your choice.
Make$2.99Score and Update Leads in Salesforce
This Zap automates the process of scoring leads in Salesforce by integrating with Zapier's lead scoring system. When a new lead is created in Salesforce, this Zap will automatically find the corresponding person and update the lead with a score based on their engagement and potential. This ensures that your sales team is always working with the most relevant leads, improving efficiency and increasing conversion rates.
Zapier$2.99Create 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 ClickUp Task Creation from New Salesforce Opportunities
Automatically create tasks in ClickUp whenever a new opportunity is added in Salesforce, streamlining your workflow and ensuring no opportunity is missed.
Make$2.99Automated Salesforce Account Management with Excel Integration
This workflow automates the process of managing Salesforce accounts based on data input from Microsoft Excel. By leveraging a manual trigger, users can execute the workflow to search for existing accounts in Salesforce, ensuring that no duplicate ...
n8n$7Send a Slack message from a new Salesforce account (company)
Use this template to send a Slack message to a channel or a user when a new Salesforce account (a company in Salesforce) is created.
MakeFreeSend 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.
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$4.99Add new SalesForce leads to ActiveTrail as contacts
A ready-to-use Make workflow that connects Salesforce, Activetrail. Add new SalesForce leads to ActiveTrail as contacts. Customize and deploy in minutes.
Make$2.99Update a Mailerlite subscriber when a SalesForce contact changes
Every time a contact is updated in SalesForce, Make will automatically update that subscriber in Mailerlite.
MakeFreeCreate a ClickUp task from a new Salesforce opportunity and send a Slack notification
Use this template to automatically create a ClickUp task and send a Slack notification when a new Salesforce opportunity is created.
Make$4.99Automated 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$19.99Sync 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$2.99Get Slack updates for new Salesforce records
This Zap automates the process of sending a message to a Slack channel whenever a new record is created in Salesforce. It formats the date and number line items for clarity, ensuring that your team is instantly updated with relevant information in a structured format. This integration helps streamline communication and keeps everyone informed about new developments in your Salesforce records.
Zapier$3.99Personalized Hotel VIP Reward Emails: Salesforce, Gemini AI & Brevo
Automates detection of high-spending hotel guests via Salesforce, uses AI to generate personalized reward offers for unused services, and sends via Brevo. Boosts loyalty with targeted, exclusive perks for VIPs spending $50+.
n8n$24.99Automate Lead Creation from Shopify Orders with Salesforce and Slack Alerts
Streamline your sales process by automatically converting paid Shopify orders into Salesforce leads and notifying your team via Slack.
Make$4.99Automate Asana Task Creation from New Salesforce Tasks
Automatically create a task in Asana whenever a new task is added in Salesforce, streamlining task management across platforms.
MakeFreeAutomate SMS Notifications for New Salesforce Profiles via Go4Clients
Automatically send SMS notifications through Go4Clients whenever a new profile is created in Salesforce, ensuring timely communication.
MakeFreeAutomate 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$4.99Automatically Create Salesforce Leads from Gravity Forms Submissions
This workflow streamlines your lead generation process by creating Salesforce leads automatically whenever a Gravity Forms submission is received. Ensure your form includes essential fields like Company and Last Name for optimal functionality.
Make$2.99
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