Use Cases
- Automate the synchronization of company data between Salesforce and Google Sheets.
- Reduce manual data entry by automatically creating and updating Salesforce accounts.
- Ensure accurate and up-to-date contact information for companies in Salesforce.
How It Works
Download a spreadsheet file containing company information. Search for existing Salesforce accounts based on company names. Merge new and existing company data to eliminate duplicates. Create new Salesforce accounts if they do not already exist. Retrieve and create associated contacts for each account.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Salesforce credentials for account access.
- 3Set the URL for the spreadsheet file download.
- 4Map the fields in the spreadsheet to the corresponding Salesforce fields.
Apps Used
Salesforce
Google Sheets
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation