Create Salesforce Accounts Based on Excel 365 Data
This workflow shows a no-code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Excel files, check out [this workflow](https://n8n.io/workflows/1794-create-salesforce-accounts-based-on-excel-file-data/) instead.  To run the workflow: 1. Make sure you have both Excel 365 and Salesforce authenticated with n8n. 2. Have a Microsoft Excel workbook with contacts and their account names ready:  3. Select the workbook and sheet in the Microsoft Excel node of the workflow, then configure the range to read data from:  4. Hit the **Execute Workflow** button at the bottom of the n8n canvas:  Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalized before both branches converge again. Finally, the contacts are created or updated as needed in Salesforce.
This workflow shows a no-code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Excel files, check out this workflow instead.
To run the workflow:
- Make sure you have both Excel 365 and Salesforce authenticated with n8n.
- Have a Microsoft Excel workbook with contacts and their account names ready:
- Select the workbook and sheet in the Microsoft Excel node of the workflow, then configure the range to read data from:
- Hit the Execute Workflow button at the bottom of the n8n canvas:
Here is how it works:
The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalized before both branches converge again. Finally, the contacts are created or updated as needed in Salesforce.
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
Related bundle
AI Image Production Studio
7 hand-picked workflows for $29.00.
That is $4.14 each, vs $9.99 for this one alone.
View bundleSecure checkout powered by Stripe
Support
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
Related Other workflows
- Build your first AI agent$9.99
- Automate Daily Lead Outreach from Google Sheets via Outlook$9.99
- Automate Lead Generation by Scraping Emails from Google Maps to Google Sheets$14.99
- Real-time crypto market analysis with GPT-4o-mini and CoinMarketCap APIs via Telegram$2.99
- Automate Comprehensive Jira Project Setup with AI and Form Integration$24.99
- Book and manage appointments with Google Calendar and Gmail$14.99
More from Tom
Need this deployed? We'll set it up for you.
Our automation experts deploy this workflow in your stack, connect your accounts, and verify it works — or build a custom solution from scratch.