Tom This workflow corresponds to n8n.io template #1793 — we link there as the canonical source.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"nodes": [
{
"id": "e67d505c-20a3-4318-ba6b-d73db55e88e4",
"name": "On clicking 'execute'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
240,
240
],
"parameters": {},
"typeVersion": 1
},
{
"id": "172d7c44-c488-4523-a0ad-1c903374c3e8",
"name": "Search Salesforce accounts",
"type": "n8n-nodes-base.salesforce",
"position": [
680,
240
],
"parameters": {
"query": "=SELECT id, Name FROM Account WHERE Name = '{{$json[\"Company Name\"].replace(/'/g, '\\\\\\'')}}'",
"resource": "search"
},
"credentials": {
"salesforceOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1,
"alwaysOutputData": false
},
{
"id": "ae559728-f82e-44d6-8cfe-512151ee6867",
"name": "Keep new companies",
"type": "n8n-nodes-base.merge",
"position": [
900,
40
],
"parameters": {
"mode": "removeKeyMatches",
"propertyName1": "Company Name",
"propertyName2": "Name"
},
"typeVersion": 1
},
{
"id": "e01310a4-2b47-4deb-8058-ab878cf83fc1",
"name": "Merge existing account data",
"type": "n8n-nodes-base.merge",
"position": [
900,
440
],
"parameters": {
"mode": "mergeByKey",
"propertyName1": "Company Name",
"propertyName2": "Name"
},
"typeVersion": 1
},
{
"id": "1bc3a47f-ad77-4e2f-a777-6259017d8551",
"name": "Account found?",
"type": "n8n-nodes-base.if",
"position": [
1120,
440
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json[\"Id\"] }}",
"operation": "isNotEmpty"
}
]
}
},
"typeVersion": 1
},
{
"id": "a488fcfc-f67c-43db-8924-b8b341417aec",
"name": "Remove duplicate companies",
"type": "n8n-nodes-base.itemLists",
"position": [
1120,
140
],
"parameters": {
"compare": "selectedFields",
"options": {},
"operation": "removeDuplicates",
"fieldsToCompare": {
"fields": [
{
"fieldName": "Company Name"
}
]
}
},
"typeVersion": 1
},
{
"id": "c175dfee-2294-4fa1-a33a-801b66857541",
"name": "Set Account ID for existing accounts",
"type": "n8n-nodes-base.renameKeys",
"position": [
1340,
440
],
"parameters": {
"keys": {
"key": [
{
"newKey": "Account ID",
"currentKey": "Id"
}
]
},
"additionalOptions": {}
},
"typeVersion": 1
},
{
"id": "9a393665-afba-4bc1-b590-19fab4b675c7",
"name": "Retrieve new company contacts",
"type": "n8n-nodes-base.merge",
"position": [
1780,
40
],
"parameters": {
"mode": "mergeByKey",
"propertyName1": "Company Name",
"propertyName2": "Name"
},
"typeVersion": 1
},
{
"id": "5be06058-5aa6-4160-b5e6-39677514dfcc",
"name": "Set new account name",
"type": "n8n-nodes-base.set",
"position": [
1560,
140
],
"parameters": {
"values": {
"string": [
{
"name": "id",
"value": "={{ $json[\"id\"] }}"
},
{
"name": "Name",
"value": "={{ $node[\"Remove duplicate companies\"].json[\"Company Name\"] }}"
}
]
},
"options": {},
"keepOnlySet": true
},
"typeVersion": 1
},
{
"id": "5f535598-e50f-4ff6-a2db-687a7df3befe",
"name": "Create Salesforce account",
"type": "n8n-nodes-base.salesforce",
"position": [
1340,
140
],
"parameters": {
"name": "={{ $json[\"Company Name\"] }}",
"resource": "account",
"additionalFields": {}
},
"credentials": {
"salesforceOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "75c80602-7bfd-4662-b6bd-14384a03bc24",
"name": "Create Salesforce contact",
"type": "n8n-nodes-base.salesforce",
"position": [
2000,
240
],
"parameters": {
"lastname": "={{ $json[\"Last Name\"] }}",
"resource": "contact",
"operation": "upsert",
"externalId": "Email",
"externalIdValue": "={{ $json[\"Email\"] }}",
"additionalFields": {
"email": "={{ $json[\"Email\"] }}",
"firstName": "={{ $json[\"First Name\"] }}",
"acconuntId": "={{ $json[\"Account ID\"] }}"
}
},
"credentials": {
"salesforceOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "f73ed50e-8fa6-4baf-90d2-4167d1823d27",
"name": "Microsoft Excel",
"type": "n8n-nodes-base.microsoftExcel",
"position": [
460,
240
],
"parameters": {
"range": "A1:E11",
"resource": "worksheet",
"workbook": "CA5C20CA5A0862D9!1122",
"operation": "getContent",
"worksheet": "{+1234567890+1234567890}"
},
"credentials": {
"microsoftExcelOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
}
],
"connections": {
"Account found?": {
"main": [
[
{
"node": "Set Account ID for existing accounts",
"type": "main",
"index": 0
}
]
]
},
"Microsoft Excel": {
"main": [
[
{
"node": "Keep new companies",
"type": "main",
"index": 0
},
{
"node": "Search Salesforce accounts",
"type": "main",
"index": 0
},
{
"node": "Merge existing account data",
"type": "main",
"index": 0
}
]
]
},
"Keep new companies": {
"main": [
[
{
"node": "Remove duplicate companies",
"type": "main",
"index": 0
},
{
"node": "Retrieve new company contacts",
"type": "main",
"index": 0
}
]
]
},
"Set new account name": {
"main": [
[
{
"node": "Retrieve new company contacts",
"type": "main",
"index": 1
}
]
]
},
"On clicking 'execute'": {
"main": [
[
{
"node": "Microsoft Excel",
"type": "main",
"index": 0
}
]
]
},
"Create Salesforce account": {
"main": [
[
{
"node": "Set new account name",
"type": "main",
"index": 0
}
]
]
},
"Remove duplicate companies": {
"main": [
[
{
"node": "Create Salesforce account",
"type": "main",
"index": 0
}
]
]
},
"Search Salesforce accounts": {
"main": [
[
{
"node": "Keep new companies",
"type": "main",
"index": 1
},
{
"node": "Merge existing account data",
"type": "main",
"index": 1
}
]
]
},
"Merge existing account data": {
"main": [
[
{
"node": "Account found?",
"type": "main",
"index": 0
}
]
]
},
"Retrieve new company contacts": {
"main": [
[
{
"node": "Create Salesforce contact",
"type": "main",
"index": 0
}
]
]
},
"Set Account ID for existing accounts": {
"main": [
[
{
"node": "Create Salesforce contact",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
microsoftExcelOAuth2ApisalesforceOAuth2Api
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
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 Excel files check out this workflow instead.
Source: https://n8n.io/workflows/1793/ — original creator credit. Request a take-down →
Related workflows
Workflows that share integrations, category, or trigger type with this one. All free to copy and import.
Microsoftexcel. Uses manualTrigger, salesforce, itemLists, renameKeys. Event-driven trigger; 12 nodes.
Schedule. Uses manualTrigger, stickyNote, executeWorkflow, gong. Event-driven trigger; 11 nodes.
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
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
Manual Salesforce. Uses manualTrigger, salesforce. Event-driven trigger; 4 nodes.