- Automate the import of company data from Google Sheets to Salesforce.
- Ensure existing Salesforce accounts are updated with new information.
- Create new Salesforce accounts for companies listed in Google Sheets.
- Maintain accurate and up-to-date contact information in Salesforce.
Trigger the workflow manually to start the data synchronization. Read data from a specified Google Sheet. Search for existing Salesforce accounts based on company names. Merge new company data with existing Salesforce accounts. Create new Salesforce accounts for any new companies identified. Retrieve and create associated contacts in Salesforce.
- 1Import the workflow template into n8n.
- 2Connect your Google Sheets and Salesforce accounts.
- 3Specify the Google Sheet ID to read data from.
- 4Configure the Salesforce query to match your requirements.
- 5Test the workflow to ensure data is syncing correctly.