Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Automatically Add Salesforce Contact Notes from Gravity Forms Submissions
Streamline your workflow by automatically creating Salesforce contact notes whenever a Gravity Forms submission is received, ensuring all relevant information is captured and organized.
Make$3.99Automatically assign Facebook Leads by location via Salesforce
Automate the allocation of new Facebook leads to your sales reps with precision. Our Salesforce-based solution identifies the sales rep for each leads location and instantly dispatches an email, ensuring a timely and personalized follow-up. Perfect for setups with a dedicated sales rep per region, this template simplifies lead distribution, accelerates response times, and aims to increase conversion rates.
Make$3.99Create a Salesforce contact from a Gravity Forms form submission
Use 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 field (fields that are not required but you can include them are: First name, Email, Phone, Street address, City, Postal code, State/province, Country).
Make$2.99Send an email to a Salesforce lead with a specific status
A ready-to-use Make workflow that connects Salesforce, Email. Send an email to a Salesforce lead with a specific status. Customize and deploy in minutes.
Make$2.99Automatically Create Pipefy Cards from New Salesforce Leads
Seamlessly transfer new leads from Salesforce to Pipefy by automatically creating a card for each new lead. This workflow streamlines lead management and ensures no opportunity is missed.
Make$2.99Automatically Sync New Salesforce Leads to ActiveTrail Contacts
Streamline your lead management by automatically adding new Salesforce leads as contacts in ActiveTrail, ensuring your contact list stays up-to-date.
MakeFreeAutomate Webhook Creation with Salesforce Account Search
Effortlessly create webhooks by integrating Salesforce account searches using this automated workflow.
n8n$14.62Create new customers or update existing ones in Sage from new accounts in Salesforce
A ready-to-use Make workflow that connects Salesforce, Sage-accounting, Builtin. Create new customers or update existing ones in Sage from new accounts in Salesforce. Customize and deploy in minutes.
Make$4.99Send a Slack message from a new Salesforce task
Use this template to send a Slack message to a channel or a user when a new Salesforce task is created.
MakeFreeSend Go4Clients SMS messages for new Salesforce Profiles
A ready-to-use Make workflow that connects Salesforce, Go4clients. Send Go4Clients SMS messages for new Salesforce Profiles. Customize and deploy in minutes.
Make$2.99Send a Slack message from a new Salesforce contact
Use this template to send a Slack message to a channel or a user when a new Salesforce contact is created.
MakeFreeSync Salesforce Students/Leads to Kinderpedia
A complete scenario for syncing new student leads records from Salesforce to Kinderpedia, ensuring student, group, family, and parent data is accurately created in Kinderpedia and then marks the status as done in Salesforce.
Make$4.99Upload a new user into LinkedIn Matched Audiences from a new lead in Salesforce
A ready-to-use Make workflow that connects Salesforce, Linkedin-matched-audiences. Upload a new user into LinkedIn Matched Audiences from a new lead in Salesforce. Customize and deploy in minutes.
Make$2.99Create, Update Salesforce Lead & Add Note
Automates creating a new lead in Salesforce, updating its city field, and adding a 'Deal Won!' note. Perfect for sales demos and lead management.
n8n$9.99Automate SMS Notifications for New Salesforce Contacts via Twilio
Automatically send SMS notifications using Twilio whenever a new contact is added to Salesforce, ensuring timely communication.
MakeFreeAutomatically Create Citrix ShareFile Folders for New Salesforce Leads
Streamline your workflow by automatically generating a new folder in Citrix ShareFile whenever a new lead is added in Salesforce.
MakeFreeAutomatically Create Salesforce Leads from HubSpot Form Submissions
Streamline your lead generation process by automatically creating Salesforce leads whenever a new form is submitted in HubSpot CRM.
MakeFreeSync New Salesforce Accounts to QuickBooks as Customers
Automatically add new accounts created in Salesforce as customers in QuickBooks, ensuring seamless data integration between your CRM and accounting software.
Make$2.99Automatically Create Salesforce Cases from Unread Gmail Emails
Streamline your workflow by automatically creating new cases in Salesforce from unread emails received in Gmail. This automation ensures that no important email is missed and cases are promptly created.
Make$2.99Sync New QuickBooks Customers to Salesforce as Contacts
Automatically create Salesforce contacts from new customers added in QuickBooks, ensuring your CRM is always up-to-date.
Make$3.99Create Salesforce leads or other records from Salesloft and send Slack notifications
Reduce the time taken for new leads to reach your sales team to get the ball rolling by integrating your Sales engagement platform with your Sales CRM and instantly notifying the team when new leads arrive.
Make$4.99Sync Mailerlite Subscriber with Salesforce Contact Updates
Automatically update a Mailerlite subscriber whenever a Salesforce contact is modified, ensuring your email lists are always current.
MakeFreeSeamlessly Sync New Shopify Customers to Salesforce Contacts
Automatically add new Shopify customers as contacts in Salesforce, ensuring your CRM is always up-to-date with the latest customer information.
Make$3.99Personalize an introduction message with ChatGPT for new Salesforce leads and store them on Airtable for review
A ready-to-use Make workflow that connects Salesforce, Openai-gpt-3, Airtable. Personalize an introduction message with ChatGPT for new Salesforce leads and store them on Airtable for review. Customize and deploy in minutes.
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