Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Automate Salesforce Opportunity Creation from New Stripe Charges
Automatically create opportunities in Salesforce whenever a new charge is detected in Stripe, streamlining your sales process.
MakeFreeAutomate Lead Creation and Campaign Enrollment from ActiveCampaign to Salesforce and Reply.io
This workflow automates the process of checking new ActiveCampaign contacts in Salesforce, creating leads if they don't exist, and enrolling them in a Reply.io sequence.
Make$4.99Automate Offline Conversion Tracking from Salesforce to Google Ads
This Zap automates the tracking and sending of offline conversions from Salesforce to Google Ads, ensuring accurate ad campaign optimization.
ZapierFreeSalesforce CRM Deep Research Enrichment Automation Workflow
The Salesforce CRM Deep Research Enrichment workflow seamlessly integrates Salesforce with advanced AI capabilities to enrich customer data. By automating the retrieval and analysis of new or updated records, this workflow enhances data accuracy a...
Make$11.13CallForge: 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$3.99Send a Slack message from a new Salesforce case
Use this template to send a Slack message to a channel or a user when a new Salesforce case is created.
MakeFreeAutomate Salesforce Lead Email Verification with Clearout
Streamline your sales process by automatically verifying new Salesforce lead emails using Clearout, ensuring data accuracy and updating the lead status accordingly.
Make$3.99Automatically Send Thanks.io Postcards for New Salesforce Leads
This workflow automatically sends a personalized Thanks.io postcard whenever a new lead is created in Salesforce, enhancing customer engagement.
MakeFreeSync New Salesforce Leads to Intercom as Users
Automatically create new users in Intercom whenever a new lead is added in Salesforce, ensuring seamless integration and up-to-date user information.
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$2.99Add 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$2.99Score and Update Leads in Salesforce
This Zap automates the process of scoring leads in Salesforce by integrating with Zapier's lead scoring system. When a new lead is created in Salesforce, this Zap will automatically find the corresponding person and update the lead with a score based on their engagement and potential. This ensures that your sales team is always working with the most relevant leads, improving efficiency and increasing conversion rates.
Zapier$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$2.99Automate 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$2.99Automated 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$2.99
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