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 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 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.
MakeFreeAutomatically Sync New WordPress Users to Salesforce as Contacts
Effortlessly create Salesforce contacts whenever new users register on your WordPress site, ensuring your CRM remains up-to-date.
MakeFreeAutomatically assign Facebook Leads by location via Salesforce
Automate the allocation of new Facebook leads to your sales reps with precision. Our Salesforce-based solution identifies the sales rep for each leads location and instantly dispatches an email, ensuring a timely and personalized follow-up. Perfect for setups with a dedicated sales rep per region, this template simplifies lead distribution, accelerates response times, and aims to increase conversion rates.
Make$3.99Create or update Yodel.io contacts from Salesforce
Every time a new contact is added in Salesforce, Make will automatically create or update a contact in Yodel.io.
MakeFreeAutomate Slack Notifications for New Salesforce Tasks
Automatically send a Slack message to a specified channel or user whenever a new task is created in Salesforce, ensuring team members are promptly informed.
Make$2.99Seamlessly 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 Salesforce Accounts to QuickBooks as Customers
Automatically add new accounts created in Salesforce as customers in QuickBooks, ensuring seamless data integration between your CRM and accounting software.
Make$2.99Send 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.
MakeFreeAutomatically 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.
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.
MakeFreeAutomate Lead Email Campaigns from Salesforce to Go4Clients
Automatically add new Salesforce lead emails to a Go4Clients email campaign, streamlining your marketing efforts.
MakeFreeAutomate Personalized Emails to Salesforce Leads by Status
Automatically send tailored emails to Salesforce leads based on their status, ensuring targeted communication and timely engagement.
MakeFreeSend a Slack message from a new Salesforce opportunity
Use this template to send a Slack message to a channel or a user when a new Salesforce opportunity is created.
MakeFreeSync New Shopify Customers to Salesforce as Leads
Automatically convert new Shopify customers into Salesforce leads, ensuring your sales team has up-to-date information for follow-ups.
Make$3.99Automate Salesforce Lead Notifications to Slack
Automatically send real-time notifications to Slack when new leads are created in Salesforce, ensuring your sales team can respond promptly.
Make$4.99Automate 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$2.99Automatically 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$2.99Enhance Salesforce Leads with DataForSEO Traffic Insights
Automatically enrich Salesforce lead records with search traffic data from DataForSEO to prioritize sales efforts and improve outcomes.
Make$3.99Automatically Notify Slack of New Salesforce Leads
Effortlessly keep your team updated by sending a Slack message whenever a new lead is created in Salesforce.
MakeFreeAutomate 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$4.99Create Salesforce Accounts & Contacts from Excel 365 Data
Automates creating or updating Salesforce accounts and contacts from Excel 365 data by searching for existing accounts first to avoid duplicates.
n8n$12.99Automate HubSpot Contact Management from New Salesforce Leads
Automatically create or update HubSpot CRM contacts whenever a new lead is added in Salesforce, ensuring your contact information is always up-to-date.
Make$2.99Automate 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$3.99
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