Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Automatically 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$2.99Create 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$3.99Automate 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$4.99Send 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 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$2.99Sync Salesforce Contacts to Smaily Automatically
Automatically synchronize your Salesforce contacts with Smaily whenever a contact is added or updated, ensuring your email marketing lists are always up-to-date.
Make$2.99Automatically Send Postcards via Thanks.io for New Salesforce Contacts
This workflow automatically sends a personalized Thanks.io postcard to new contacts created in Salesforce, enhancing customer engagement.
MakeFreeAdd new Salesforce customers to Autopilot
Every time a new contact is created in Salesforce, Make will automatically add that contact to your Autopilot list.
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$2.99Sync New Salesforce Leads to Mailchimp Lists Automatically
Effortlessly transfer new leads from Salesforce to your chosen Mailchimp list, ensuring your marketing efforts are always up-to-date.
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$2.99Automate 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$4.99Automate 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$14.99Personalize an introduction message with ChatGPT for new Salesforce leads and store them on a Google Sheet for review
A ready-to-use Make workflow that connects Salesforce, Openai-gpt-3, Google-sheets. Personalize an introduction message with ChatGPT for new Salesforce leads and store them on a Google Sheet for review. Customize and deploy in minutes.
Make$3.99Send email notifications for new leads in Salesforce
A ready-to-use Make workflow that connects Salesforce, Google-email. Send email notifications for new leads in Salesforce. Customize and deploy in minutes.
Make$2.99Verify and update a phone number of a Salesforce contact using Veriphone
A ready-to-use Make workflow that connects Salesforce, Veriphone. Verify and update a phone number of a Salesforce contact using Veriphone. Customize and deploy in minutes.
Make$3.99Add 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 a Salesforce contact from a Gravity Forms form submission (with a ZeroBounce email address validation)
A ready-to-use Make workflow that connects Gravity-forms, Zerobounce, Salesforce. Create a Salesforce contact from a Gravity Forms form submission (with a ZeroBounce email address validation). Customize and deploy in minutes.
Make$3.99Send Notification from Salesforce leads to a Go4Clients Email
A ready-to-use Make workflow that connects Salesforce, Go4clients. Send Notification from Salesforce leads to a Go4Clients Email. Customize and deploy in minutes.
Make$2.99Send text messages for changed SalesForce objects
Every time a watched object changes in SalesForce, Make will automatically send a text message to the specified phone numbers of those watching it.
Make$3.99Send a Thanks.io postcard to a new Salesforce lead
A ready-to-use Make workflow that connects Salesforce, Thanks-io. Send a Thanks.io postcard to a new Salesforce lead. Customize and deploy in minutes.
Make$2.99Create an Asana task from a new Salesforce task
A ready-to-use Make workflow that connects Salesforce, Asana. Create an Asana task from a new Salesforce task. Customize and deploy in minutes.
MakeFreeCreate Salesforce Accounts & Contacts from Google Sheets
Automates creating or updating Salesforce accounts and contacts by reading data from Google Sheets, with smart checks for existing records to avoid duplicates.
n8n$14.99Automatically Notify Slack of New Salesforce Leads
Effortlessly keep your team updated by sending a Slack message whenever a new lead is created in Salesforce.
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