Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Send WhatsApp welcome message for new Salesforce leads via WhatsScale
Stop manually welcoming new leads. This template monitors Salesforce for new lead records and sends an instant WhatsApp welcome message using WhatsScale — all automatically. Perfect for sales and marketing teams that want to acknowledge new inquiries quickly and start conversations with potential customers without manual follow-ups. Whenever a new lead is created in Salesforce, the lead instantly receives a WhatsApp message, helping businesses respond faster and improve engagement. How it works: 1. Salesforce detects a new lead created in your CRM 2. The lead’s phone number and name are captured from the record 3. WhatsScale sends a personalized WhatsApp welcome message to the lead WhatsScale’s built-in message throttling ensures your messages stay within WhatsApp’s rate limits, even when multiple leads are created in a short period. Requirements: A WhatsScale account with a connected WhatsApp session and a Salesforce account with access to the Lead object. Built by WhatsScale — support@whatsscale.com
Make$2.99Create Citrix ShareFile folders from new SalesForce leads
A ready-to-use Make workflow that connects Salesforce, Sharefile. Create Citrix ShareFile folders from new SalesForce leads. Customize and deploy in minutes.
Make$2.99Automate 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$4.99Add new Salesforce contacts to ClickSend
A ready-to-use Make workflow that connects Salesforce, Clicksend. Add new Salesforce contacts to ClickSend. Customize and deploy in minutes.
MakeFreeAutomatically 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$2.99Automate 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.
MakeFreeSync New Salesforce Contacts to ClickSend Automatically
Automatically add new contacts created in Salesforce to ClickSend, ensuring your contact lists are always up-to-date.
MakeFreeAutomatically Create Salesforce Contacts from Updated HubSpot CRM Contacts
This workflow automatically creates a new Salesforce contact whenever a contact property is updated in HubSpot CRM, ensuring your contact information is always up-to-date across platforms.
Make$3.99Seamless Lead Sync from Salesloft to Salesforce with Slack Alerts
Automate the process of syncing leads from Salesloft to Salesforce while receiving instant alerts on Slack.
Make$19.99Create Stripe customers with new or updated Salesforce contacts
With this automation, Make fetches new/updated contacts in Salesforce and creates/updates customers in Stripe for you.
Make$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 Enrichment and Notifications with Salesforce and Slack
Streamline your lead management by enriching company data, creating Salesforce leads, and sending Slack notifications for enhanced communication and efficiency.
Make$4.99Send Go4Clients SMS messages for new Salesforce Profiles
A ready-to-use Make workflow that connects Salesforce, Go4clients. Send Go4Clients SMS messages for new Salesforce Profiles. Customize and deploy in minutes.
Make$2.99Automatically Verify and Format Salesforce Contact Phone Numbers
This workflow automatically verifies new Salesforce contact phone numbers using Veriphone. If the phone number is valid, it updates the contact with the formatted number, ensuring data accuracy and consistency.
Make$3.99Create Pipefy cards from new SalesForce leads
Every time a new lead is created in SalesForce, Make will automatically create a new card in Pipefy.
MakeFreeEnrich Salesforce Leads with DataForSEO Business Data
Automatically enhance your Salesforce leads with detailed business information using DataForSEO API. This workflow retrieves and updates leads with critical data such as business name, description, categories, and contact details, enabling personalized outreach and informed decision-making.
Make$3.99Automatically Create Salesforce Leads from New Zoom Meeting Registrants
Streamline your lead generation by automatically creating Salesforce leads from new Zoom meeting registrants.
MakeFreeAI-Generated Account Briefs with MadKudu, OpenAI & Salesforce for Outreach
Generates tailored account briefs using MadKudu insights, OpenAI, and Salesforce data, then syncs them to Outreach custom fields for sales reps.
n8n$24.99Get 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$3.99Get Slack notifications for new Salesforce outbound messages
This Zap automates the process of managing outbound messages from Salesforce by filtering them based on specific criteria, finding relevant records, formatting line item numbers, and sending notifications to a Slack channel. This streamlines communication and ensures that important updates are promptly shared with your team, enhancing collaboration and efficiency.
Zapier$4.99Sync Salesforce Students/Leads to Kinderpedia
A complete scenario for syncing new student leads records from Salesforce to Kinderpedia, ensuring student, group, family, and parent data is accurately created in Kinderpedia and then marks the status as done in Salesforce.
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$2.99Automatically Create Salesforce Cases from Unread Gmail Emails
Streamline your workflow by automatically creating new cases in Salesforce from unread emails received in Gmail. This automation ensures that no important email is missed and cases are promptly created.
Make$2.99Send a Thanks.io postcard to a new Salesforce contact
A ready-to-use Make workflow that connects Salesforce, Thanks-io. Send a Thanks.io postcard to a new Salesforce contact. Customize and deploy in minutes.
Make$2.99
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