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": "{00000000-0001-0000-0000-000000000000}"
},
"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
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How this works
This workflow streamlines the process of syncing new companies and their contacts from Salesforce into Microsoft Excel, saving hours of manual data entry and reducing errors in your CRM-to-spreadsheet updates. It's ideal for sales teams or business analysts who regularly track leads in Salesforce but need a simple Excel file for reporting or sharing outside the platform. The key step involves searching Salesforce for accounts, filtering out duplicates, and merging contact data before exporting everything cleanly to Excel via the item lists and rename keys functions.
Use this workflow when you have an event-driven need to pull fresh Salesforce data into Excel for quick analysis, such as after a marketing campaign or quarterly review. Avoid it for real-time continuous syncing, as it's better suited for on-demand execution rather than automated scheduling. Common variations include adding email notifications post-export or integrating with Google Sheets instead of Microsoft Excel for collaborative teams.
About this workflow
Microsoftexcel. Uses manualTrigger, salesforce, itemLists, renameKeys. Event-driven trigger; 12 nodes.
Source: https://github.com/Zie619/n8n-workflows — original creator credit. Request a take-down →
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