Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Automate Facebook Leads to Salesforce with Random Sales Rep Assignment
Efficiently manage your sales pipeline by automatically syncing new Facebook leads to Salesforce and assigning them to sales reps based on location. This workflow ensures fair distribution by randomly selecting a rep from the local team, enhancing engagement and conversion rates.
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.
MakeFreeAutomate Slack Notifications for New Salesforce Contacts
Automatically send a Slack message to a specified channel or user whenever a new contact is created in Salesforce, ensuring your team stays updated in real-time.
Make$2.99Automate Salesforce Lead Creation from New ChatBot Users
This workflow automatically creates new leads in Salesforce from new users captured by a ChatBot. It ensures timely lead generation by checking for new users every 15 minutes.
Make$3.99Auto-Create Geotab Zone for New Salesforce Work Orders
Automates creation of Geotab geofence zones for new Salesforce Work Orders with valid coordinates, updates the Work Order with zone ID, and sends email alerts for missing geolocation.
n8n$16.99Send a Slack message from a new Salesforce event
Use this template to send a Slack message to a channel or a user when a new Salesforce event is created.
Make$3.99Sync New Salesforce Leads to LinkedIn Matched Audiences
Automatically add new Salesforce leads to LinkedIn Matched Audiences, enhancing your marketing reach with up-to-date contact information.
MakeFreeAI Lead Scoring: Salesforce, GPT-4o, Slack & Data Masking
Automates lead scoring from Salesforce using GPT-4o, with PII masking for privacy, and Slack notifications for sales teams.
n8n$24.99Sync New Salesforce Contacts to SendGrid Lists
Automatically add new Salesforce contacts to a selected SendGrid list, ensuring your email marketing campaigns are always up-to-date.
Make$3.99Score 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$2.99Automate ClickUp Task Creation and Slack Alerts for New Salesforce Opportunities
Automatically create a task in ClickUp and send a notification in Slack whenever a new opportunity is added in Salesforce. Streamline your workflow and ensure timely updates.
Make$4.99Automated 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$7Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet
Every time a new row with contact details is added to a Microsoft 365 Excel worksheet, Make will automatically check if the contact exists in Salesforce as contact or a lead and if it doesnt, it will create a Salesforce lead. Your Microsoft 365 Excel worksheet has to contain headers. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQQyJCh-IQojKOgM?e=uOvp9I).
Make$4.99Automate Salesforce Record Creation from Custom Webhooks
Enhance your lead management by automatically creating Salesforce records whenever a custom webhook is triggered. This workflow ensures timely and accurate data entry, boosting team efficiency.
Make$2.99Add new Salesforce contacts to SendGrid
A ready-to-use Make workflow that connects Salesforce, Sendgrid. Add new Salesforce contacts to SendGrid. Customize and deploy in minutes.
Make$3.99Send Salesforce records via email using Google Email
Automatically email Salesforce records using Google Email. Extract data from Salesforce, send via HTTP, and deliver directly to your inbox.
MakeFreeAutomatically Add Salesforce Contact Notes from Gravity Forms Submissions
Streamline your workflow by automatically creating Salesforce contact notes whenever a Gravity Forms submission is received, ensuring all relevant information is captured and organized.
Make$3.99Automate Typeform Lead Sync to Salesforce with Randomized Sales Rep Assignment
Enhance your lead management by automatically syncing new Typeform leads to Salesforce and assigning them to sales reps based on geographic location. This workflow ensures fair distribution and immediate engagement with local expertise.
Make$4.99Automate 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$4.99Sync Facebook/Google Lead Ads to Google Sheets & Salesforce CRM
Automates lead capture from Facebook/Google Ads, backups to Google Sheets, and syncs to Salesforce CRM with smart data processing and status updates for instant engagement.
n8n$14.99Automate Lead Sync from Salesloft to Salesforce with Slack Alerts
Streamline your sales process by creating leads in Salesforce from Salesloft with instant Slack notifications.
Make$14.99Automate Email Alerts for New Salesforce Leads
Automatically send email notifications when new leads are added in Salesforce, ensuring timely follow-up and engagement.
MakeFreeAdd new SalesForce accounts to QuickBooks as customers
Every time a new account is created in SalesForce, Make will automatically create a new customer in QuickBooks.
MakeFreeCreate new users in Salesforce when theres new employees in Personio
Automate user creation in Salesforce by integrating with Personio, ensuring timely onboarding of new employees while enhancing organizations productivity and collaboration.
Make$2.99
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