Use Cases
- Regularly update Salesforce with data from Google Sheets
- Automate data entry tasks to reduce manual effort
- Ensure timely and accurate sales reporting
- Streamline customer relationship management processes
How It Works
Cron node triggers the workflow every 18 minutes Set node prepares data for transfer Google Sheets node retrieves data from the specified sheet Salesforce node updates or inserts data into Salesforce
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the Google Sheets node with your sheet details
- 3Set up the Salesforce node with your Salesforce credentials
- 4Adjust the cron expression if needed
- 5Activate the workflow to start automation
Apps Used
Google Sheets
Salesforce
Categories
Target Roles
Tags
#process automation
#workflow management
#email automation