Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
CallForge: Gong Transcript Processor & Salesforce Enricher
Automates Gong call transcript processing, speaker classification, Salesforce metadata enrichment, and customer profiling with PeopleDataLabs for AI-ready sales insights.
n8n$24.99Automate Jira Issue Creation from New Salesforce Cases
Automatically create Jira issues for new Salesforce cases to streamline your workflow and ensure timely issue tracking.
MakeFreeMulti-Channel Campaign Messaging with GPT-4 & Salesforce
Automates personalized outbound messages for Salesforce campaigns using GPT-4, sending via SMS/WhatsApp/Email through Twilio/SMTP, with error notifications to Slack.
n8n$24.99Automate Lead Email Campaigns from Salesforce to Go4Clients
Automatically add new Salesforce lead emails to a Go4Clients email campaign, streamlining your marketing efforts.
MakeFreeAutomate HubSpot Deal Creation from New Salesforce Opportunities
Automatically create a new deal in HubSpot CRM whenever a new opportunity is added in Salesforce, streamlining your sales process.
MakeFreeAutomate Slack Notifications for New Salesforce Events
Automatically send a Slack message to a specified channel or user whenever a new event is created in Salesforce. This workflow ensures timely communication and keeps your team informed.
Make$3.99Automate Salesforce Opportunity Creation from New Stripe Charges
Automatically create opportunities in Salesforce whenever a new charge is detected in Stripe, streamlining your sales process.
MakeFreeAutomatically Create Salesforce Leads from New Zoom Webinar Registrants
Streamline your lead generation by automatically creating Salesforce leads whenever a new registrant signs up for your Zoom webinar.
MakeFreeAutomatically Create Salesforce Opportunities from New HubSpot Contacts
This workflow automatically generates a Salesforce opportunity whenever a new contact is added to a specified list in HubSpot CRM, streamlining the sales process.
Make$2.99Real-Time Salesforce Record Updates via Custom Webhook
Seamlessly update Salesforce records in real-time using data from a custom webhook, ensuring your CRM reflects the latest external information.
MakeFreeAutomate ClickUp Task Creation from New Salesforce Opportunities
Automatically create tasks in ClickUp whenever a new opportunity is added in Salesforce, streamlining your workflow and ensuring no opportunity is missed.
Make$2.99Create an Asana task from a new Salesforce opportunity
A ready-to-use Make workflow that connects Salesforce, Asana. Create an Asana task from a new Salesforce opportunity. Customize and deploy in minutes.
Make$2.99Sync New Salesforce Contacts to ClickSend Automatically
Automatically add new contacts created in Salesforce to ClickSend, ensuring your contact lists are always up-to-date.
MakeFreeAdd contacts from Salesforce to a Mailchimp list
Whenever you add or update contacts in Salesforce, Make will automatically retrieve the contacts and add/update them in a Mailchimp list of your choice.
Make$2.99Automated Google Sheets Integration for Salesforce Account Management
Streamline your data management by automating Google Sheets updates with Salesforce account searches.
n8n$7.95Automated Salesforce Account Management with Excel Integration
This workflow automates the process of managing Salesforce accounts based on data input from Microsoft Excel. By leveraging a manual trigger, users can execute the workflow to search for existing accounts in Salesforce, ensuring that no duplicate ...
n8n$7Get Traffic Stats for Salesforce leads with DataForSEO
A ready-to-use Make workflow that connects Salesforce, Dataforseo. Get Traffic Stats for Salesforce leads with DataForSEO. Customize and deploy in minutes.
Make$3.99Send 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.
MakeFreeSend email notifications for new accounts in Salesforce
A ready-to-use Make workflow that connects Salesforce, Google-email. Send email notifications for new accounts in Salesforce. Customize and deploy in minutes.
Make$2.99Send a Slack message from a new Salesforce lead
Use this template to send a Slack message to a channel or a user when a new Salesforce lead is created.
MakeFreeAutomate Salesforce to LinkedIn Conversions API for Offline Event Tracking
Streamline the process of sending offline conversion events from Salesforce to LinkedIn Ads using this automated workflow.
Make$4.99Add new SalesForce leads to ActiveTrail as contacts
A ready-to-use Make workflow that connects Salesforce, Activetrail. Add new SalesForce leads to ActiveTrail as contacts. Customize and deploy in minutes.
Make$2.99Update a Mailerlite subscriber when a SalesForce contact changes
Every time a contact is updated in SalesForce, Make will automatically update that subscriber in Mailerlite.
MakeFreeAutomate Salesforce Record Emails with Google Email
Effortlessly send Salesforce records via email using Google Email. This workflow extracts data from Salesforce and emails it directly to specified recipients.
Make$2.99
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