Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Automate Salesforce Account Creation from Google Sheets Data
This workflow automates the creation and updating of Salesforce accounts and contacts using data from Google Sheets, streamlining data management between platforms.
n8n$9.99Create GitHub issues from new Salesforce campaigns
A ready-to-use Make workflow that connects Salesforce, Github. Create GitHub issues from new Salesforce campaigns. Customize and deploy in minutes.
MakeFreeAutomatically Create Citrix ShareFile Folders for New Salesforce Leads
Streamline your workflow by automatically generating a new folder in Citrix ShareFile whenever a new lead is added in Salesforce.
MakeFreeUpload a new user into LinkedIn Matched Audiences from a new lead in Salesforce
A ready-to-use Make workflow that connects Salesforce, Linkedin-matched-audiences. Upload a new user into LinkedIn Matched Audiences from a new lead in Salesforce. Customize and deploy in minutes.
Make$2.99Send a Slack message from a new Salesforce contact
Use this template to send a Slack message to a channel or a user when a new Salesforce contact is created.
MakeFreeAdd contacts from Salesforce to Smaily
A ready-to-use Make workflow that connects Salesforce, Smaily. Add contacts from Salesforce to Smaily. Customize and deploy in minutes.
MakeFreeSend Conversion Events to LinkedIn Conversions API from Salesforce
A ready-to-use Make workflow that connects Gateway, Xml, Salesforce. Send Conversion Events to LinkedIn Conversions API from Salesforce. Customize and deploy in minutes.
Make$4.99Automate Salesforce Lead Creation and Update with Notes
This workflow automates the process of creating a new lead in Salesforce, updating its details, and adding a note to the lead.
n8n$4.99Seamlessly Sync New Shopify Customers to Salesforce Contacts
Automatically add new Shopify customers as contacts in Salesforce, ensuring your CRM is always up-to-date with the latest customer information.
Make$3.99Add new Salesforce contacts to Campaign Monitor
Every time a new contact is created in SalesForce, Make will automaticaly add a new subsriber to your Campaign Monitor list.
MakeFreeSend a Slack message from a new Salesforce task
Use this template to send a Slack message to a channel or a user when a new Salesforce task is created.
MakeFreeAutomate SMS Notifications for New Salesforce Contacts via Twilio
Automatically send SMS notifications using Twilio whenever a new contact is added to Salesforce, ensuring timely communication.
MakeFreeCreate Jira issues from new records in Salesforce
This automation will fetch new records in Salesforce and create issues in JIRA Cloud Platform for you.
MakeFreeCreate Salesforce leads or other records from Salesloft and send Slack notifications
Reduce the time taken for new leads to reach your sales team to get the ball rolling by integrating your Sales engagement platform with your Sales CRM and instantly notifying the team when new leads arrive.
Make$4.99Notify Slack of New Salesforce Account Creations
Automatically send a Slack message to a specified channel whenever a new account is created in Salesforce. This keeps your team informed of new business opportunities in real-time.
Make$2.99Get Business Data for Salesforce leads with DataForSEO
Automatically enrich your Salesforce leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1aziLp2qnouZ6b9s8KlTmTJ-R86zNemjmOyCHH47lSJc/edit?usp=sharing).
Make$3.99Automatically Create Salesforce Leads from HubSpot Form Submissions
Streamline your lead generation process by automatically creating Salesforce leads whenever a new form is submitted in HubSpot CRM.
MakeFreeSend Notification from Salesforce leads to a Go4Clients Calls
A ready-to-use Make workflow that connects Salesforce, Go4clients. Send Notification from Salesforce leads to a Go4Clients Calls. Customize and deploy in minutes.
Make$2.99Automate 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.
MakeFreeSend notifications to Salesforce chatter feed about new WordPress posts
A ready-to-use Make workflow that connects Wordpress, Salesforce. Send notifications to Salesforce chatter feed about new WordPress posts. Customize and deploy in minutes.
Make$2.99Create ClickUp tasks from new opportunities in SalesForce
A ready-to-use Make workflow that connects Salesforce, Clickup. Create ClickUp tasks from new opportunities in SalesForce. Customize and deploy in minutes.
Make$2.99Send an email to a Salesforce lead with a specific status
A ready-to-use Make workflow that connects Salesforce, Email. Send an email to a Salesforce lead with a specific status. Customize and deploy in minutes.
Make$2.99Automatically Create Pipefy Cards from New Salesforce Leads
Seamlessly transfer new leads from Salesforce to Pipefy by automatically creating a card for each new lead. This workflow streamlines lead management and ensures no opportunity is missed.
Make$2.99Create new customers or update existing ones in Sage from new accounts in Salesforce
A ready-to-use Make workflow that connects Salesforce, Sage-accounting, Builtin. Create new customers or update existing ones in Sage from new accounts in Salesforce. Customize and deploy in minutes.
Make$4.99
More integrations
Custom AI Systems & Services
Our team of experienced AI builders will help build custom AI systems, workflows, and solutions.
Request Custom Work