Salesforce Automation Workflows
201 ready-made Salesforce workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Enterprise CRM automations: leads, opportunities, and record syncs.
Get Business Data for Salesforce leads with DataForSEO
Automatically enrich your Salesforce leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1aziLp2qnouZ6b9s8KlTmTJ-R86zNemjmOyCHH47lSJc/edit?usp=sharing).
Make$3.99Create Jira issues from new records in Salesforce
This automation will fetch new records in Salesforce and create issues in JIRA Cloud Platform for you.
MakeFreeSync New Salesforce Contacts to SendGrid Lists
Automatically add new Salesforce contacts to a selected SendGrid list, ensuring your email marketing campaigns are always up-to-date.
Make$3.99Enrich Salesforce Leads with DataForSEO Business Data
Automatically enhance your Salesforce leads with detailed business information using DataForSEO API. This workflow retrieves and updates leads with critical data such as business name, description, categories, and contact details, enabling personalized outreach and informed decision-making.
Make$3.99Automatically Log New WordPress Comments as Salesforce Notes
Streamline your workflow by automatically creating a Salesforce note whenever a new comment is posted on your WordPress site.
MakeFreeSend WhatsApp welcome message for new Salesforce leads via WhatsScale
Stop manually welcoming new leads. This template monitors Salesforce for new lead records and sends an instant WhatsApp welcome message using WhatsScale — all automatically. Perfect for sales and marketing teams that want to acknowledge new inquiries quickly and start conversations with potential customers without manual follow-ups. Whenever a new lead is created in Salesforce, the lead instantly receives a WhatsApp message, helping businesses respond faster and improve engagement. How it works: 1. Salesforce detects a new lead created in your CRM 2. The lead’s phone number and name are captured from the record 3. WhatsScale sends a personalized WhatsApp welcome message to the lead WhatsScale’s built-in message throttling ensures your messages stay within WhatsApp’s rate limits, even when multiple leads are created in a short period. Requirements: A WhatsScale account with a connected WhatsApp session and a Salesforce account with access to the Lead object. Built by WhatsScale — support@whatsscale.com
Make$2.99Send a Slack message from a new Salesforce event
Use this template to send a Slack message to a channel or a user when a new Salesforce event is created.
Make$3.99Send a Slack message from a new Salesforce opportunity
Use this template to send a Slack message to a channel or a user when a new Salesforce opportunity is created.
MakeFreeAutomate HubSpot Contact Management from New Salesforce Leads
Automatically create or update HubSpot CRM contacts whenever a new lead is added in Salesforce, ensuring your contact information is always up-to-date.
Make$2.99Sync New Salesforce Leads to LinkedIn Matched Audiences
Automatically add new Salesforce leads to LinkedIn Matched Audiences, enhancing your marketing reach with up-to-date contact information.
MakeFreeAdd new Salesforce contacts to ClickSend
A ready-to-use Make workflow that connects Salesforce, Clicksend. Add new Salesforce contacts to ClickSend. Customize and deploy in minutes.
MakeFreeAuto-Create Geotab Zone for New Salesforce Work Orders
Automates creation of Geotab geofence zones for new Salesforce Work Orders with valid coordinates, updates the Work Order with zone ID, and sends email alerts for missing geolocation.
n8n$16.99Seamless Lead Sync from Salesloft to Salesforce with Slack Alerts
Automate the process of syncing leads from Salesloft to Salesforce while receiving instant alerts on Slack.
Make$19.99Sync Facebook/Google Lead Ads to Google Sheets & Salesforce CRM
Automates lead capture from Facebook/Google Ads, backups to Google Sheets, and syncs to Salesforce CRM with smart data processing and status updates for instant engagement.
n8n$14.99Salesforce to S3 File Migration & Cleanup
Automates archiving old Salesforce ContentDocuments to Amazon S3, logs references, deletes originals to reclaim storage, and notifies via Slack on a schedule.
n8n$24.99Send Conversion Events to LinkedIn Conversions API from Salesforce
A ready-to-use Make workflow that connects Gateway, Xml, Salesforce. Send Conversion Events to LinkedIn Conversions API from Salesforce. Customize and deploy in minutes.
Make$4.99Create Stripe customers with new or updated Salesforce contacts
With this automation, Make fetches new/updated contacts in Salesforce and creates/updates customers in Stripe for you.
Make$3.99Automate Lead Enrichment and Notifications with Salesforce and Slack
Streamline your lead management by enriching company data, creating Salesforce leads, and sending Slack notifications for enhanced communication and efficiency.
Make$4.99Automatically Create Salesforce Cases from Gravity Forms Submissions
Streamline your support process by automatically generating Salesforce cases whenever a new Gravity Forms submission is received.
MakeFreeSync New Salesforce Contacts with Infusionsoft
Automatically create a new contact in Infusionsoft whenever a new contact is added in Salesforce, ensuring your contact lists are always up-to-date.
MakeFreeAutomate Salesforce Chatter Notifications for New WordPress Posts
Automatically notify your Salesforce Chatter feed with updates whenever a new WordPress post is published, keeping your team informed in real-time.
MakeFreeAutomate Slack Notifications for New Salesforce Contacts
Automatically send a Slack message to a specified channel or user whenever a new contact is created in Salesforce, ensuring your team stays updated in real-time.
Make$2.99Streamline Communication with Gmail, Salesforce, and Slack
This Zap automates the process of managing customer inquiries by integrating Gmail, Salesforce, and Slack. When a new message is received in Gmail, it formats the message and filters it based on specific criteria. If the message meets the criteria, it searches for a corresponding record in Salesforce, updates it if found, or creates a new file if not. Finally, it sends a notification to a designated Slack channel, ensuring that your team is always informed and can respond promptly to customer needs.
Zapier$4.99Create Trello cards from new Salesforce tasks
A ready-to-use Make workflow that connects Salesforce, Trello. Create Trello cards from new Salesforce tasks. Customize and deploy in minutes.
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