Use Cases
- Update lead information in Salesforce based on user input.
- Add notes to leads to track important updates and milestones.
- Streamline lead management processes for sales teams.
How It Works
Trigger the workflow manually to start the process. Create a new lead in Salesforce with specified details. Update the lead's city information in Salesforce. Add a note to the lead indicating the deal status.
Setup Steps
- 1Import the workflow template into n8n.
- 2Click on 'execute' to initiate the workflow.
- 3Fill in the lead details in the Salesforce node.
- 4Run the workflow to update and add notes to the lead.
Apps Used
Salesforce
Categories
Industries
Tags
#process automation
#workflow management
#email automation