AutomationFlows › Salesforce

n8n workflows for Salesforce.

All n8n workflows that use the Salesforce integration. Each is integration-tagged, privacy-stripped, and importable into your n8n instance in one click.

Most-used Salesforce workflows

  1. Automate Social Fan-out, Marketplace Outreach, and CRM Alerts with Salesforce (49 nodes)
  2. Analyze Customer Feedback and Send Ai-written Replies with Gpt-4 and Gmail — n8n Salesforce workflow (38 nodes)
  3. Sync Contacts, Consent, and Segments Between Klicktipp and Salesforce (38 nodes)
  4. Route and Qualify Email Leads with Gmail, Gemini, Slack, Sheets and Salesforce — n8n Salesforce workflow (35 nodes)
  5. Route Event Sales Leads with Gmail, Google Gemini, Sheets and Salesforce (35 nodes)
  6. Assess Salesforce Deal Risk with Gmail, Outlook, Openai and Slack Alerts — n8n Salesforce workflow (35 nodes)
  7. Automate B2b SAAS Renewal Risk Management with Crm, Support & Usage Data (33 nodes)
  8. Salesforce:lead:create Get Addnote Addtocampaign Getall Getsummary Update Delete:contact:create Get Addnote Addtocampaign Getall Getsummary Update Delete:customobject:create Get Getall Update Delete:flow:getall — n8n Salesforce workflow (32 nodes)
  9. Score Customer Health and Churn Risk with Salesforce, Gemini, and Gmail (32 nodes)
  10. Salesforce:account:create Get Addnote Getall Getsummary Update Delete:case:create Get Addcomment Getall Getsummary Update Delete:attachment:create Get Getall Getsummary Update Delete — n8n Salesforce workflow (31 nodes)
Slack & Telegram

⚠️ Heads up: this is satire. The "Hell Yeah!" workflow is a parody of "automate your whole life with AI agents" grindset content. The API endpoints are fictional and the function nodes are illustrativ

HTTP Request, Salesforce, Telegram +4
AI & RAG

This workflow automates customer feedback processing by analyzing sentiment, identifying key issues, generating personalized responses, and escalating critical cases to support teams when required. De

Redis, Postgres, Agent +7
Web Scraping

This workflow uses KlickTipp community nodes, available for self-hosted n8n instances only.

N8N Nodes Klicktipp, Salesforce, Salesforce Trigger +1
CRM & Sales

Who is this for? Event sales teams & conference organizers processing 100+ sponsor/partner emails weekly who need instant lead qualification, Salesforce automation, & pipeline analytics. _

Sentiment Analysis, Gmail, Gmail Trigger +8
CRM & Sales

Email Sentiment Router for Event Sales Leads

Sentiment Analysis, Gmail, Gmail Trigger +8
Email & Gmail

This workflow runs every six hours to pull open Salesforce opportunities, enriches selected deals with Gmail and Microsoft Outlook email context, uses OpenAI to score deal risk, writes the assessment

Slack, Salesforce, Gmail +3
CRM & Sales

This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late.

HTTP Request, Zendesk, Postgres +7
Marketing & Ads

Salesforce:Lead:create get addNote addToCampaign getAll getSummary update delete:Contact:create get addNote addToCampaign getAll getSummary update delete:CustomObject:create get getAll update delete:F

Start, Salesforce
AI & RAG

This workflow runs every minute to pull accounts from Salesforce, enrich each customer with order, payment, support, and marketing data via HTTP APIs, analyze the combined profile with Google Gemini,

HTTP Request, Salesforce, Gmail +2
CRM & Sales

Salesforce:Account:create get addNote getAll getSummary update delete:Case:create get addComment getAll getSummary update delete:Attachment:create get getAll getSummary update delete. Uses start, sale

Start, Salesforce, Move Binary Data
AI & RAG

This n8n workflow automatically qualifies and scores inbound leads by combining their product usage patterns with deep company intelligence. The workflow pulls new leads from your CRM, analyzes which

HTTP Request, Salesforce, @Exploriumai/N8N Nodes Explorium Ai +4
Web Scraping

Crawl the web, mine LinkedIn, think with GPT, and auto‑enrich Salesforce—all inside n8n. Listen – Trigger on new Salesforce Accounts. Discover – Crawl the company site (depth-limited) + grab/parse Lin

HTTP Request, Salesforce Trigger, Salesforce +1
AI & RAG

How it works:

SendGrid, OpenAI Chat, Output Parser Structured +4
AI & RAG

This workflow captures incoming leads from a webhook, enriches them using AI, and automates the entire sales pipeline. It validates data, scores leads as hot, warm, or cold, assigns them to sales reps

Agent, OpenAI Chat, Output Parser Structured +5
AI & RAG

> Automate Your Entire RFP Lifecycle

Google Drive Trigger, Google Drive, Agent +5
AI & RAG

This workflow automates the entire weekly timesheet reporting cycle by integrating Salesforce, OpenAI, Gmail, and n8n. It retrieves employee timesheets for the previous week, identifies which were sub

Salesforce, Gmail, OpenAI
Email & Gmail

This scheduled workflow pulls last week’s Salesforce opportunities, tasks, and events for a specific rep, computes activity and pipeline health metrics, uses Groq (LLM) to generate coaching insights,

Salesforce, Groq Chat, Output Parser Structured +2
Data & Sheets

Splitout Code. Uses executeWorkflowTrigger, httpRequest, stickyNote, salesforce. Event-driven trigger; 23 nodes.

Execute Workflow Trigger, HTTP Request, Salesforce
AI & RAG

End-to-end pipeline: Watch Drive ➜ Download PDF ➜ OCR text ➜ AI normalize to JSON ➜ Upsert Buyer (Account) ➜ Create Opportunity ➜ Map Products ➜ Create OLI via Composite API ➜ Archive to OneDrive. Pur

Google Drive Trigger, OpenAI, Google Drive +3
Web Scraping

Transform your Gong.io call transcripts into structured, enriched, and AI-ready data for better sales insights and analytics.

Execute Workflow Trigger, HTTP Request, Salesforce
Slack & Telegram

Automate archiving old Salesforce files to Amazon S3, log them back in Salesforce, and free up org storage — all from a scheduled n8n workflow. Schedule Trigger kicks off (e.g., daily). Query Salesfor

HTTP Request, AWS S3, Salesforce +1
CRM & Sales

This workflow extracts Lead and Opportunity data from Salesforce, transforms and normalizes the data, and loads it into PostgreSQL as a structured data bank for reporting and analytics.

Salesforce, Postgres
Web Scraping

Template 3033. Uses executeWorkflowTrigger, httpRequest, salesforce. Event-driven trigger; 23 nodes.

Execute Workflow Trigger, HTTP Request, Salesforce
CRM & Sales

This workflow runs on a schedule to fetch new, unsynced Salesforce leads, pulls account journey activity from the Factors.ai API based on the lead’s email domain, and updates the lead in Salesforce wi

Salesforce, HTTP Request
Email & Gmail

This workflow connects Salesforce and Geotab to streamline fleet tracking for field service jobs (Work Orders). When a new Work Order is created in Salesforce (with a 'New' status and valid coordinate

HTTP Request, Salesforce, Microsoft Outlook
AI & RAG

This workflow acts as an automated, intelligent sales operations assistant. It continuously monitors your Salesforce account for newly updated opportunities, compares them against your historical win

Agent, Groq Chat, Gmail +2
AI & RAG

Submit your webinar recording URL along with the webinar title, host name, company name, date, and CTA link and the workflow automatically handles every follow-up. WayinVideo summarizes the webinar an

Form Trigger, HTTP Request, Salesforce +4
AI & RAG

This workflow monitors new Salesforce opportunities, enriches them with related contacts and products, uses Groq-hosted LLM analysis to classify deal complexity, then updates Salesforce with a process

Salesforce Trigger, Salesforce, Agent +2
AI & RAG

This workflow pulls open Salesforce opportunities and their last-30-days activities, uses Google Gemini to predict escalation risk per deal, then flags high-risk opportunities in Salesforce and notifi

Salesforce, Slack, Google Gemini
CRM & Sales

Short Description

N8N Nodes Netsuite Rest, Salesforce
AI & RAG

This workflow runs daily at 10:00 AM to find open Salesforce Opportunities with no Next Step, generates a recommended next action with Google Gemini, posts it to Slack, and updates the Opportunity’s N

Salesforce, Agent, Google Gemini Chat +2
AI & RAG

This workflow manually audits Closed Won Salesforce opportunities against billed amounts in Google Sheets, uses Google Gemini to analyze any revenue gap, then alerts a Slack user and writes an audit n

Google Gemini, Salesforce, Google Sheets +1
AI & RAG

N-0121 AI-Based Sales Playbook Compliance Checker. Uses googleSheets, salesforce, googleGemini, slack. Event-driven trigger; 20 nodes.

Google Sheets, Salesforce, Google Gemini +1
CRM & Sales

It extracts key business information using AI, scores the lead based on your ideal customer profile, creates CRM records, notifies your team on Slack, and logs all activity—including failures—to Googl

Gmail Trigger, HubSpot, Salesforce +3
AI & RAG

This workflow receives Salesforce Quote events via a webhook, enriches them with Salesforce Opportunity and Account data, benchmarks the deal against historical outcomes stored in Google Sheets, uses

Salesforce, Google Sheets, Agent +3
AI & RAG

This workflow scrapes customer reviews from Trustpilot, analyzes them with AI, and keeps both Salesforce and Google Sheets automatically updated with customer sentiment insights.

Agent, Google Sheets, @Decodo/N8N Nodes Decodo +2
Data & Sheets

Automatically imports company data from Google Sheets into Salesforce while intelligently preventing duplicate accounts. The workflow searches for existing companies, creates new accounts only when ne

Salesforce, Item Lists, Google Sheets
CRM & Sales

This n8n template automatically enriches company records in your CRM using CompanyEnrich and keeps your data up to date without manual work.

HTTP Request, HubSpot, Salesforce
AI & RAG

This workflow automatically analyzes newly uploaded proposals by comparing them with past winning proposals using AI. It extracts proposal content, identifies the client, fetches reference data from G

Groq Chat, Google Drive Trigger, Google Drive +4
AI & RAG

Transform your lead qualification process with automated AI-powered phone calls triggered directly from Salesforce lead creation. Webhook Trigger: Receives new lead data from Salesforce Automated Call

HTTP Request, OpenAI Chat, Agent +1
AI & RAG

Runs every morning at 8:00 using the Schedule Trigger. Sets a value and queries Salesforce for Opportunities where equals that value and the stage is not Closed Won / Closed Lost. For each “stale” Opp

Salesforce, OpenAI, HTTP Request Tool +3
AI & RAG

This workflow generates an account brief tailored to your company using MadKudu MCP and OpenAI and syncs it to a custom field in Outreach. Its for Sales who want to give reps rich account context righ

Mcp Client Tool, Agent, Salesforce +2
Data & Sheets

Manual Http. Uses manualTrigger, salesforce, itemLists, renameKeys. Event-driven trigger; 14 nodes.

Salesforce, Item Lists, HTTP Request +1
Data & Sheets

Workflow 1794. Uses salesforce, itemLists, httpRequest, spreadsheetFile. Event-driven trigger; 14 nodes.

Salesforce, Item Lists, HTTP Request +1
Data & Sheets

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from an Excel file. For Excel 365 (the online version of Microsoft Excel) check out this workfl

Salesforce, Item Lists, HTTP Request +1
AI & RAG

Fetch campaign & members from Salesforce. GPT‑4 auto‑writes a channel‑appropriate, personalised outbound message. Switch node sends via Twilio (SMS/WhatsApp), SMTP (Email). Mark each member as process

Twilio, OpenAI, Email Send +2
AI & RAG

Eastside Remodels - Lead Nurturing AI Agent. Uses openAi, googleCalendar, salesforce, emailSend. Webhook trigger; 13 nodes.

OpenAI, Google Calendar, Salesforce +3
CRM & Sales

Microsoftexcel. Uses manualTrigger, salesforce, itemLists, renameKeys. Event-driven trigger; 12 nodes.

Salesforce, Item Lists, Microsoft Excel
Data & Sheets

Manual Googlesheets. Uses manualTrigger, googleSheets, salesforce, itemLists. Event-driven trigger; 12 nodes.

Google Sheets, Salesforce, Item Lists
Data & Sheets

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Google Sheets.

Google Sheets, Salesforce, Item Lists
CRM & Sales

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Exce

Salesforce, Item Lists, Microsoft Excel
CRM & Sales

Schedule. Uses manualTrigger, stickyNote, executeWorkflow, gong. Event-driven trigger; 11 nodes.

Gong, Salesforce
CRM & Sales

Sync Local Falcon rankings to Salesforce. Uses @local-falcon/n8n-nodes-localfalcon, salesforce. Scheduled trigger; 11 nodes.

@Local Falcon/N8N Nodes Localfalcon, Salesforce
CRM & Sales

This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze sales calls. It helps automate the extraction, filtering, and preprocessing of Gong call data for f

Gong, Salesforce
Email & Gmail

This workflow streamlines the employee onboarding process by automatically provisioning user accounts across your organization's tech stack. By connecting HR input to IT operations, it eliminates manu

G Suite Admin, Slack, Jira +2
CRM & Sales

Salesforce Lead Enrichment with Explorium

Salesforce Trigger, Salesforce, @Exploriumai/N8N Nodes Explorium Ai
CRM & Sales

This n8n workflow automatically detects high‑spending hotel guests after checkout and emails them a personalized, one‑time reward offer. Watches Salesforce custom object for checkout updates. Pulls gu

Chain Llm, Output Parser Structured, Salesforce Trigger +3
CRM & Sales

This n8n workflow streamlines the process of enriching prospect information by automatically pulling data from HubSpot, processing it through Explorium's AI-powered tools, and creating new leads in Sa

HubSpot Trigger, HubSpot, Salesforce +1
CRM & Sales

AI Lead Qualifier. Uses httpRequest, openAi, salesforce, slack. Webhook trigger; 8 nodes.

HTTP Request, OpenAI, Salesforce +2
CRM & Sales

This workflow transforms n8n into a smart Web Lead Form alternative to Salesforce's traditional Web-to-Lead, capturing leads, creating Salesforce records, and sending AI-personalized responses via ema

Salesforce, Form Trigger, OpenAI +2
Web Scraping

Coccinelle - Salesforce Integration. Uses salesforce, httpRequest. Webhook trigger; 7 nodes.

Salesforce, HTTP Request
Slack & Telegram

01.01 Multi-Currency Revenue Recognition & Reporting. Uses httpRequest, stripe, salesforce, slack. Webhook trigger; 7 nodes.

HTTP Request, Stripe, Salesforce +1
CRM & Sales

Stop wasting time on manual data entry and instantly engage with your new leads! This powerful and production-ready n8n workflow automates the entire process of capturing leads from Facebook Lead Ads

Start, Facebook Lead Ads Trigger, Google Sheets +1
E-commerce

01.04 Dynamic Subscription Dunning & Retention. Uses stripe, intercom, salesforce, emailSend. Webhook trigger; 6 nodes.

Stripe, Intercom, Salesforce +1
Web Scraping

03.02 Ocean Freight Delay & Rerouting Automation. Uses httpRequest, salesforce. Webhook trigger; 6 nodes.

HTTP Request, Salesforce
Marketing & Ads

Weekly Marketing Campaign Report. Uses salesforce, googleSheets, slack. Scheduled trigger; 5 nodes.

Salesforce, Google Sheets, Slack
CRM & Sales

LinkedIn Lead Gen - Sync to CRM. Uses httpRequest, salesforce, slack. Scheduled trigger; 5 nodes.

HTTP Request, Salesforce, Slack
CRM & Sales

Flow. Uses clearbit, hubspot, salesforce, slack. Webhook trigger; 7 nodes.

Clearbit, HubSpot, Salesforce +2
CRM & Sales

Manual Salesforce. Uses manualTrigger, salesforce. Event-driven trigger; 4 nodes.

Salesforce
Slack & Telegram

Champion job change → Salesforce task. Uses httpRequest, salesforce, slack. Webhook trigger; 4 nodes.

HTTP Request, Salesforce, Slack
Email & Gmail

Sales Activity Auto-Logger. Uses gmailTrigger, salesforce. Event-driven trigger; 3 nodes.

Gmail Trigger, Salesforce
AI & RAG

Salesforce Opportunity Query. Uses salesforce. Webhook trigger; 2 nodes.

Salesforce
AI & RAG

Salesforce Opportunity Update. Uses salesforce. Webhook trigger; 2 nodes.

Salesforce

73 of 73 workflows in this view · Browse all →

FAQ

How many n8n Salesforce workflows are in the catalog?

73 n8n workflows in AutomationFlows currently use the Salesforce integration — triggers, actions, or both.

How do I connect Salesforce in n8n?

After importing the workflow JSON, n8n will prompt for Salesforce credentials on the relevant nodes. AutomationFlows strips credential IDs before publishing — you'll add your own.

Can I combine these with other integrations?

Yes — most Salesforce workflows pair with adjacent tools (Slack alerts, Google Sheets logging, OpenAI summarisation). Browse the integration tags on each workflow page to discover pairings.