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 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
- 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 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
- 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 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
- 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 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
- 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
- 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
- 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
- Create a Salesforce contact from a Gravity Forms form submissionUse this template to automatically create a Salesforce contact when a Gravity Forms form is submitted. Your Gravity Forms form has to include a Last name fieldmake$2.99
- Automate HubSpot Deal Creation from New Salesforce OpportunitiesAutomatically create a new deal in HubSpot CRM whenever a new opportunity is added in Salesforce, streamlining your sales process.makeFree
- Create Salesforce Accounts & Contacts from Google SheetsAutomates creating or updating Salesforce accounts and contacts by reading data from Google Sheets, with smart checks for existing records to avoid duplicates.n8n$14.99
- Sync New Shopify Paid Orders to Salesforce as LeadsAutomatically convert new paid orders from Shopify into leads in Salesforce, streamlining your sales process.make$3.99
- Automatically Create Salesforce Contacts from Updated HubSpot CRM ContactsThis workflow automatically creates a new Salesforce contact whenever a contact property is updated in HubSpot CRM, ensuring your contact information is always make$3.99
- Automated Google Sheets Integration for Salesforce Account ManagementStreamline your data management by automating Google Sheets updates with Salesforce account searches.n8n$7.95
- Automate Salesforce Lead Management with Manual Trigger WorkflowStreamline your Salesforce lead updates and note-taking with this automated workflow triggered manually.n8n$11.58
- Automate Salesforce Contact Creation from Gravity Forms with Email ValidationAutomatically create a Salesforce contact from a Gravity Forms submission, ensuring email validity through ZeroBounce verification. This workflow streamlines damake$3.99
- Automate Salesforce Lead Email Verification with ClearoutStreamline your sales process by automatically verifying new Salesforce lead emails using Clearout, ensuring data accuracy and updating the lead status accordinmake$3.99
- Automated Salesforce Account Management with Excel IntegrationThis workflow automates the process of managing Salesforce accounts based on data input from Microsoft Excel. By leveraging a manual trigger, users can execute n8n$7
- Automatically Create Salesforce Leads from New HubSpot CRM ContactsThis workflow automates the creation of Salesforce leads whenever a new contact is added to a specified list in HubSpot CRM, ensuring seamless lead management amake$2.99
- Add new Salesforce customers to AutopilotEvery time a new contact is created in Salesforce, Make will automatically add that contact to your Autopilot list.makeFree
- Automate Jira Issue Creation from New Salesforce CasesAutomatically create Jira issues for new Salesforce cases to streamline your workflow and ensure timely issue tracking.makeFree
- Create Stripe customers with new or updated Salesforce contactsWith this automation, Make fetches new/updated contacts in Salesforce and creates/updates customers in Stripe for you.make$3.99
- Personalized Hotel VIP Reward Emails: Salesforce, Gemini AI & BrevoAutomates detection of high-spending hotel guests via Salesforce, uses AI to generate personalized reward offers for unused services, and sends via Brevo. Boostn8n$24.99
- Automate Lead Email Campaigns from Salesforce to Go4ClientsAutomatically add new Salesforce lead emails to a Go4Clients email campaign, streamlining your marketing efforts.makeFree
- Get Slack updates for new Salesforce recordsThis Zap automates the process of sending a message to a Slack channel whenever a new record is created in Salesforce. It formats the date and number line itemszapier$3.99
- Create a Salesforce event from a new Zoom webinarEvery time a new webinar is scheduled in Zoom, this Make automation automatically generates a corresponding event in Salesforce. You save manual data entry and make$2.99
- 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
- Send a Slack message from a new Salesforce caseUse this template to send a Slack message to a channel or a user when a new Salesforce case is created.makeFree
- Automatically Create GitHub Issues from New Salesforce CampaignsStreamline your workflow by automatically generating GitHub issues whenever a new campaign is created in Salesforce. This integration helps ensure that your devmake$2.99
- 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
Showing 36 of 202. Browse the full workflow marketplace.