Create Salesforce Accounts & Contacts from Excel 365 Data

This no-code n8n workflow imports data from Microsoft Excel 365 (online version) to manage Salesforce accounts and contacts efficiently. It begins by reading contact and account data from a specified Excel workbook and sheet. The workflow then searches Salesforce for existing accounts by name. Depending on the result, it branches: if the account exists, it uses the existing one; if not, it creates a new account. Data is normalized across both paths before converging to create or update associated contacts.

Key features include dynamic SOQL queries to handle account names with special characters, error handling for seamless execution, and authentication for both Excel 365 and Salesforce. No programming is required—just configure credentials, select your Excel file/range, and execute.

Benefits include significant time savings for sales teams importing leads from spreadsheets, reduced data entry errors, and deduplication to maintain clean CRM data. Ideal use cases: onboarding new clients from trade shows, migrating data from Excel trackers to Salesforce, or automating bulk account/contact creation during sales campaigns. Pairs well with other CRM workflows for end-to-end automation.