Use Cases
- Automate data entry from spreadsheets to Salesforce
- Maintain up-to-date records of customer accounts
- Eliminate duplicate entries in Salesforce
- Streamline contact creation for new companies
How It Works
Download a spreadsheet file containing company data Search for existing accounts in Salesforce Merge new company data while removing duplicates Create or update Salesforce accounts and contacts
Setup Steps
- 1Import the workflow template into n8n
- 2Click 'execute' to start the workflow
- 3Download the spreadsheet file from the specified URL
- 4Configure Salesforce credentials for account and contact creation
Apps Used
Salesforce
HTTP Client
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#data extraction