Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Salesforce Lead Capture with GPT-4 Personalized Email & SMS
Captures web form leads, creates Salesforce records, generates AI-personalized messages via GPT-4, and sends via email or SMS based on preference.
n8n$22.99Effortlessly List and Update Salesforce Account Records
Streamline your Salesforce data management by automatically listing and updating account records. This workflow simplifies the process, ensuring your data is always current.
Make$2.99Automate 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$3.99Add new Salesforce customers to Autopilot
Every time a new contact is created in Salesforce, Make will automatically add that contact to your Autopilot list.
MakeFreeCreate a Salesforce opportunity when a HubSpot CRM contact property changes
Every time a HubSpot CRM contact property changes, Make will automatically create a Salesforce opportunity.
Make$3.99Automatically Log New WordPress Comments as Salesforce Notes
Streamline your workflow by automatically creating a Salesforce note whenever a new comment is posted on your WordPress site.
MakeFreeAdd 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$2.99Automatically Create Salesforce Leads from New HubSpot CRM Contacts
This workflow automates the creation of Salesforce leads whenever a new contact is added to a specified list in HubSpot CRM, ensuring seamless lead management and data consistency.
Make$2.99Sync 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$2.99Send lead data from Salesforce to Facebook Conversions API
When a new lead is made in Salesforce, the event lead is sent to Facebook Conversions API. Since it is not triggered instantly, the scenario is scheduled. herefore all retrieved records are sent in array at once.
Make$3.99Automate Jira Issue Creation from New Salesforce Cases
Automatically create Jira issues for new Salesforce cases to streamline your workflow and ensure timely issue tracking.
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.
MakeFreeAutomate Email Alerts for New Salesforce Accounts
Automatically send email notifications whenever a new account is created in Salesforce, ensuring timely updates to relevant stakeholders.
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$3.99Streamline 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$3.99Create 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$4.99Create Salesforce Accounts & Contacts from Excel Data
Automates creating or updating Salesforce accounts and contacts from Excel data with no-code branching logic for existing records.
n8n$14.99HubSpot to Salesforce Leads with Explorium AI Enrichment
Automates pulling new HubSpot contacts, enriching them via Explorium AI, and creating enhanced leads in Salesforce for streamlined sales prospecting.
n8n$24.99Automate 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.
ZapierFreeCreate a Salesforce event from a new Zoom meeting
Whenever a new Zoom meeting is scheduled, this Make scenario automatically creates a corresponding event in Salesforce. This eliminates manual data entry and keeps your customer relationship management synced with your video calls. Ideal for sales teams and anyone who relies on both Zoom and Salesforce to track interactions seamlessly.
Make$2.99Real-Time Salesforce Record Updates via Custom Webhook
Seamlessly update Salesforce records in real-time using data from a custom webhook, ensuring your CRM reflects the latest external information.
MakeFreeAuto-Enrich Salesforce Accounts with Web, LinkedIn & GPT
Triggers on new Salesforce Accounts, crawls company websites and LinkedIn for data, distills insights with GPT, and auto-updates records with structured JSON and summaries.
n8n$24.99Streamline Communication with Gmail, Salesforce, and Slack
This Zap automates the process of managing customer inquiries by integrating Gmail, Salesforce, and Slack. When a new message is received in Gmail, it formats the message and filters it based on specific criteria. If the message meets the criteria, it searches for a corresponding record in Salesforce, updates it if found, or creates a new file if not. Finally, it sends a notification to a designated Slack channel, ensuring that your team is always informed and can respond promptly to customer needs.
Zapier$4.99Automate Asana Task Creation for New Salesforce Opportunities
Automatically create an Asana task whenever a new opportunity is added in Salesforce, ensuring seamless task management and follow-up.
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