Use Cases
- Automatically create and update leads in Salesforce.
- Add notes to leads to track deal progress.
- Streamline lead management processes for sales teams.
How It Works
Manually trigger the workflow to start the process. Create a new lead in Salesforce with specified details. Update the lead's city information. Add a note to the lead indicating a deal has been won.
Setup Steps
- 1Import the workflow template into n8n.
- 2Click on 'execute' to start the workflow.
- 3Ensure Salesforce credentials are set up correctly.
- 4Customize lead details as needed before execution.
Apps Used
Salesforce
Categories
Industries
Tags
#process automation
#workflow management
#email automation