This workflow follows the HTTP Request → Itemlists recipe pattern — see all workflows that pair these two integrations.
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": "76f6b074-32a5-4419-aa0f-80505b3a31ad",
"name": "On clicking 'execute'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
20,
240
],
"parameters": {},
"typeVersion": 1
},
{
"id": "42289f01-3af9-4bc3-babb-54b983de7e77",
"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": "954ef43f-4dc1-4955-9c56-c5d11bcd5d6e",
"name": "Keep new companies",
"type": "n8n-nodes-base.merge",
"position": [
900,
40
],
"parameters": {
"mode": "removeKeyMatches",
"propertyName1": "Company Name",
"propertyName2": "Name"
},
"typeVersion": 1
},
{
"id": "ec23bd4f-c6ee-4c2a-a352-8ff521a5ddf6",
"name": "Merge existing account data",
"type": "n8n-nodes-base.merge",
"position": [
900,
440
],
"parameters": {
"mode": "mergeByKey",
"propertyName1": "Company Name",
"propertyName2": "Name"
},
"typeVersion": 1
},
{
"id": "85b460ee-e6b4-48c8-8315-ccf7875ec345",
"name": "Account found?",
"type": "n8n-nodes-base.if",
"position": [
1120,
440
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json[\"Id\"] }}",
"operation": "isNotEmpty"
}
]
}
},
"typeVersion": 1
},
{
"id": "1c926f04-b218-4460-8a56-c39a0854d50e",
"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": "d35c3b0b-d7a8-4182-9277-17080655436b",
"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": "3747fdfa-f5f8-41b0-8393-1ac2ae29bab5",
"name": "Retrieve new company contacts",
"type": "n8n-nodes-base.merge",
"position": [
1780,
40
],
"parameters": {
"mode": "mergeByKey",
"propertyName1": "Company Name",
"propertyName2": "Name"
},
"typeVersion": 1
},
{
"id": "0879e6a0-d782-4a0a-98f3-eeccbea760f6",
"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": "7263c4dd-64eb-44c4-9839-fe3e5aa7ddbc",
"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": "40d168af-346a-46ea-9fa0-641edd0f4937",
"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": "dcd40640-c1d6-407c-95c9-84759ecaafab",
"name": "Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-20,
0
],
"parameters": {
"width": 400,
"height": 400,
"content": "## Downloading a file\nIn this example workflow, the spreadsheet file is downloaded from an HTTP location.\n\nDepending on your scenario you might want to swap the HTTP Request node downloading the file with another node fetching the file from another source (such as an FTP service, cloud storage, your local filesystem or an email for example)."
},
"typeVersion": 1
},
{
"id": "2fc38a06-11ec-4aa5-83f9-624f5a5ef47a",
"name": "Download file",
"type": "n8n-nodes-base.httpRequest",
"position": [
240,
240
],
"parameters": {
"url": "https://static.thomasmartens.eu/n8n/Excel-File-to-Salesforce.xlsx",
"options": {},
"responseFormat": "file"
},
"typeVersion": 2
},
{
"id": "43d5ba55-d150-4c7e-b44a-531733418c68",
"name": "Spreadsheet File",
"type": "n8n-nodes-base.spreadsheetFile",
"position": [
460,
240
],
"parameters": {
"options": {}
},
"typeVersion": 1
}
],
"connections": {
"Download file": {
"main": [
[
{
"node": "Spreadsheet File",
"type": "main",
"index": 0
}
]
]
},
"Account found?": {
"main": [
[
{
"node": "Set Account ID for existing accounts",
"type": "main",
"index": 0
}
]
]
},
"Spreadsheet File": {
"main": [
[
{
"node": "Search Salesforce accounts",
"type": "main",
"index": 0
},
{
"node": "Keep new companies",
"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": "Download file",
"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.
salesforceOAuth2Api
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How this works
This workflow streamlines the process of identifying and managing new companies alongside existing Salesforce accounts, saving you hours of manual data entry and reducing errors in your CRM. It is ideal for sales teams or business development professionals who regularly prospect leads and need to sync them efficiently with Salesforce. The key step involves searching Salesforce for matching accounts, then merging new company data with existing records to update contacts seamlessly, integrating with item lists for deduplication and spreadsheet files for easy export.
Use this workflow when handling batches of potential leads from events or spreadsheets that require quick validation against your Salesforce database, especially for targeted outreach campaigns. Avoid it for real-time, high-volume imports where automated triggers like webhooks would be more suitable, or if your data lacks consistent identifiers like company names. Common variations include adapting the merge logic for custom fields or adding email notifications for newly added contacts.
About this workflow
Manual Http. Uses manualTrigger, salesforce, itemLists, renameKeys. Event-driven trigger; 14 nodes.
Source: https://github.com/Zie619/n8n-workflows — original creator credit. Request a take-down →
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