Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Sync New Shopify Customers to Salesforce as Leads
Automatically convert new Shopify customers into Salesforce leads, ensuring your sales team has up-to-date information for follow-ups.
Make$3.99Automatically Sync New WordPress Users to Salesforce as Contacts
Effortlessly create Salesforce contacts whenever new users register on your WordPress site, ensuring your CRM remains up-to-date.
MakeFreeSend Salesforce records via email using Google Email
Automatically email Salesforce records using Google Email. Extract data from Salesforce, send via HTTP, and deliver directly to your inbox.
MakeFreeCreate Salesforce Accounts & Contacts from Excel Data
Automates creating or updating Salesforce accounts and contacts from Excel data with no-code branching logic for existing records.
n8n$14.99Effortlessly List and Update Salesforce Account Records
Streamline your Salesforce data management by automatically listing and updating account records. This workflow simplifies the process, ensuring your data is always current.
Make$2.99Create a Salesforce event from a new Zoom webinar
Every time a new webinar is scheduled in Zoom, this Make automation automatically generates a corresponding event in Salesforce. You save manual data entry and keep your customer relationship records updated without extra steps.
Make$2.99Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet
Every time a new row with contact details is added to a Microsoft 365 Excel worksheet, Make will automatically check if the contact exists in Salesforce as contact or a lead and if it doesnt, it will create a Salesforce lead. Your Microsoft 365 Excel worksheet has to contain headers. he template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQQyJCh-IQojKOgM?e=uOvp9I).
Make$4.99Automatically Create GitHub Issues from New Salesforce Campaigns
Streamline your workflow by automatically generating GitHub issues whenever a new campaign is created in Salesforce. This integration helps ensure that your development team is promptly informed of new marketing initiatives.
Make$2.99Send notifications to Salesforce chatter feed about new WordPress posts
A ready-to-use Make workflow that connects Wordpress, Salesforce. Send notifications to Salesforce chatter feed about new WordPress posts. Customize and deploy in minutes.
Make$2.99Create or update Yodel.io contacts from Salesforce
Every time a new contact is added in Salesforce, Make will automatically create or update a contact in Yodel.io.
MakeFreeAdd contacts from Salesforce to Smaily
A ready-to-use Make workflow that connects Salesforce, Smaily. Add contacts from Salesforce to Smaily. Customize and deploy in minutes.
MakeFreeSync HubSpot, Pipedrive & Salesforce to Google Sheets with OpenAI Dedup
Syncs contacts from HubSpot, Pipedrive, and Salesforce to Google Sheets daily, using OpenAI for smart deduplication, quality scoring, and merging.
n8n$24.99Create Salesforce Accounts & Contacts from Excel 365 Data
Automates creating or updating Salesforce accounts and contacts from Excel 365 data by searching for existing accounts first to avoid duplicates.
n8n$12.99AI Lead Scoring: Salesforce, GPT-4o, Slack & Data Masking
Automates lead scoring from Salesforce using GPT-4o, with PII masking for privacy, and Slack notifications for sales teams.
n8n$24.99Create ClickUp tasks from new opportunities in SalesForce
A ready-to-use Make workflow that connects Salesforce, Clickup. Create ClickUp tasks from new opportunities in SalesForce. Customize and deploy in minutes.
Make$2.99AI-Generated Account Briefs with MadKudu, OpenAI & Salesforce for Outreach
Generates tailored account briefs using MadKudu insights, OpenAI, and Salesforce data, then syncs them to Outreach custom fields for sales reps.
n8n$24.99Salesforce Lead Capture with GPT-4 Personalized Email & SMS
Captures web form leads, creates Salesforce records, generates AI-personalized messages via GPT-4, and sends via email or SMS based on preference.
n8n$22.99Send a Thanks.io postcard to a new Salesforce contact
A ready-to-use Make workflow that connects Salesforce, Thanks-io. Send a Thanks.io postcard to a new Salesforce contact. Customize and deploy in minutes.
Make$2.99Automate Personalized Emails to Salesforce Leads by Status
Automatically send tailored emails to Salesforce leads based on their status, ensuring targeted communication and timely engagement.
MakeFreeAutomate Salesforce Lead Creation from New ChatBot Users
This workflow automatically creates new leads in Salesforce from new users captured by a ChatBot. It ensures timely lead generation by checking for new users every 15 minutes.
Make$3.99Automate Typeform Lead Sync to Salesforce with Randomized Sales Rep Assignment
Enhance your lead management by automatically syncing new Typeform leads to Salesforce and assigning them to sales reps based on geographic location. This workflow ensures fair distribution and immediate engagement with local expertise.
Make$4.99Automate Salesforce Lead Notifications to Slack
Automatically send real-time notifications to Slack when new leads are created in Salesforce, ensuring your sales team can respond promptly.
Make$4.99Automate Asana Task Creation for New Salesforce Opportunities
Automatically create an Asana task whenever a new opportunity is added in Salesforce, ensuring seamless task management and follow-up.
MakeFreeAutomatically Create Salesforce Leads from New Zoom Meeting Registrants
Streamline your lead generation by automatically creating Salesforce leads from new Zoom meeting registrants.
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