Salesforce automation workflows
202 ready-to-import workflows that connect Salesforce, across n8n, Make and Zapier. Import one and start automating.
- Automate Lead Sync from Facebook/Google Ads to Google Sheets and SalesforceStreamline your lead management by automatically capturing leads from Facebook or Google Ads, logging them in Google Sheets, and syncing with Salesforce CRM.n8n$4.99
- Automate Personalized Reward Emails for High-Spending Hotel GuestsThis n8n workflow identifies high-spending hotel guests post-checkout and sends them a personalized reward offer via email, enhancing customer loyalty and encoun8n$9.99
- Automate Company Data Enrichment and Lead Creation with NotificationsEnhance company data using ChatGPT, create Salesforce leads, and receive Slack notifications to streamline business processes and improve team communication.make$4.99
- Automated AI Lead Enrichment: Salesforce to Explorium for Enhanced Prospect DataSalesforce Lead Enrichment with Explorium # Template Download the following JSON file and import it to a new n8n workflow: [salesforce_Workflow.json](https:/n8n$9.99
- Automate Salesforce Lead Creation with AI-Personalized Email & SMS Follow-UpThis workflow captures leads via an n8n form, creates Salesforce records, and sends personalized responses using OpenAI via email or SMS based on user preferencn8n$4.99
- Automate AI-Generated Account Briefs for Outreach with MadKudu, OpenAI, and SalesforceThis workflow automates the generation of AI-driven account briefs using MadKudu and OpenAI, and syncs them to custom fields in Outreach. It's designed for salen8n$14.99
- Automate Lead Management and Engagement with Salesforce, HubSpot, and ChatGPTThis Zap streamlines lead management by integrating Salesforce, HubSpot, and ChatGPT. It captures new Salesforce records, filters them, applies a delay, searchezapier$2.99
- Automate Gong Transcript Processing and Salesforce EnrichmentTransform Gong call transcripts into structured, enriched data for enhanced sales insights by integrating Salesforce and PeopleDataLabs.n8n$14.99
- Create, Update Salesforce Lead & Add NoteAutomates creating a new lead in Salesforce, updating its city field, and adding a 'Deal Won!' note. Perfect for sales demos and lead management.n8n$9.99
- Automatically Enrich Salesforce Accounts with Web Crawling, LinkedIn Data, GPSCrawl the web, mine LinkedIn, think with GPT, and auto-enrich Salesforce—all inside n8n. --- ## How It Works (High-Level) 1. **Listen** - Trigger on new Salen8n$14.99
- Automate HubSpot to Salesforce Lead Creation with Explorium AI Enrichment# Automatically enrich prospect data from HubSpot using Explorium and create leads in Salesforce This n8n workflow streamlines the process of enriching prospecn8n$9.99
- Filter Gong Calls in Salesforce by Opportunity Stage for AI AnalysisAutomate the filtering of Gong calls synced to Salesforce based on opportunity stage, preparing them for AI analysis.n8n$9.99
- Automate Multi-Channel Campaign Messaging with GPT-4 and SalesforceStreamline your marketing campaigns by automatically generating and sending personalized messages using GPT-4 and Salesforce, delivered via SMS, Email, or Whatsn8n$9.99
- Salesforce CRM Deep Research Enrichment Automation WorkflowThe Salesforce CRM Deep Research Enrichment workflow seamlessly integrates Salesforce with advanced AI capabilities to enrich customer data. By automating the rmake$11.13
- Automate Salesforce File Archiving to Amazon S3 with Slack NotificationsEfficiently archive outdated Salesforce files to Amazon S3, maintain traceability, and receive Slack notifications upon completion, all through a scheduled n8n n8n$14.99
- Multi-Channel Campaign Messaging with GPT-4 & SalesforceAutomates personalized outbound messages for Salesforce campaigns using GPT-4, sending via SMS/WhatsApp/Email through Twilio/SMTP, with error notifications to Sn8n$24.99
- Sync Salesforce with QuickBooks for Accurate Sales ReceiptsThis Zap automates the process of creating a new sales receipt in QuickBooks Online whenever a new record is added in Salesforce. By filtering the records basedzapier$4.99
- Send Conversion Events to LinkedIn Conversions API from SalesforceA ready-to-use Make workflow that connects Gateway, Xml, Salesforce. Send Conversion Events to LinkedIn Conversions API from Salesforce. Customize and deploy inmake$4.99
- Create an Asana task from a new Salesforce opportunityA ready-to-use Make workflow that connects Salesforce, Asana. Create an Asana task from a new Salesforce opportunity. Customize and deploy in minutes.make$2.99
- Automated Google Sheets Integration for Salesforce Account ManagementStreamline your data management by automating Google Sheets updates with Salesforce account searches.n8n$7.95
- Salesforce to S3 File Migration & CleanupAutomates archiving old Salesforce ContentDocuments to Amazon S3, logs references, deletes originals to reclaim storage, and notifies via Slack on a schedule.n8n$24.99
- Add new Salesforce contacts to ClickSendA ready-to-use Make workflow that connects Salesforce, Clicksend. Add new Salesforce contacts to ClickSend. Customize and deploy in minutes.makeFree
- Automatically Create Salesforce Leads from New Zoom Meeting RegistrantsStreamline your lead generation by automatically creating Salesforce leads from new Zoom meeting registrants.makeFree
- Add new Salesforce leads to Mailchimp for targeted marketingThis Zap automates the process of managing new Salesforce records by filtering them, applying a delay, and then creating a new member in Mailchimp. This integrazapier$4.99
- CallForge: Gong.io AI Sales Call Analysis & CRM SyncAutomates AI analysis of Gong.io call transcripts using Azure AI to extract sales insights, objections, competitors, and sync to Notion & Salesforce.n8n$24.99
- Send Salesforce records via email using Google EmailAutomatically email Salesforce records using Google Email. Extract data from Salesforce, send via HTTP, and deliver directly to your inbox.makeFree
- Create a ClickUp task from a new Salesforce opportunity and send a Slack notificationUse this template to automatically create a ClickUp task and send a Slack notification when a new Salesforce opportunity is created.make$4.99
- Get Traffic Stats for Salesforce leads with DataForSEOA ready-to-use Make workflow that connects Salesforce, Dataforseo. Get Traffic Stats for Salesforce leads with DataForSEO. Customize and deploy in minutes.make$3.99
- Send a Slack message from a new Salesforce leadUse this template to send a Slack message to a channel or a user when a new Salesforce lead is created.makeFree
- Send a Slack message from a new Salesforce account (company)Use this template to send a Slack message to a channel or a user when a new Salesforce account (a company in Salesforce) is created.makeFree
- Automate Geotab Geofence Creation for New Salesforce Work OrdersAutomatically create geofence zones in Geotab for new Salesforce work orders with valid coordinates, enhancing fleet tracking and CRM integration.n8n$14.99
- Track Asana Tasks and Update Salesforce RecordsThis Zap automates the process of tracking completed tasks in Asana and updating corresponding records in Salesforce. By filtering completed tasks and ensuring zapier$4.99
- Automate Salesforce Lead Creation from New ChatBot UsersThis workflow automatically creates new leads in Salesforce from new users captured by a ChatBot. It ensures timely lead generation by checking for new users evmake$3.99
- LeadChat Booker: AI Chat Lead Capture & SchedulerAI-powered chatbot captures leads conversationally (name, email, phone, interests), de-dupes in Salesforce, enables product selection, optional demo booking, ann8n$27.99
- Stay Informed: Zendesk to Salesforce and Slack NotificationsThis Zap automates the process of managing customer support tickets by integrating Zendesk with Salesforce and Slack. When a new ticket is created in Zendesk, izapier$3.99
- Create a Salesforce opportunity when a HubSpot CRM contact property changesEvery time a HubSpot CRM contact property changes, Make will automatically create a Salesforce opportunity. make$3.99
Showing 36 of 202. Browse the full workflow marketplace.