AutomationFlowsData & Sheets › Sync New Salesforce Accounts Workflow

Sync New Salesforce Accounts Workflow

Original n8n title: Workflow 1794

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

Event trigger★★★★☆ complexity14 nodesSalesforceItem ListsHTTP RequestSpreadsheet File
Data & Sheets Trigger: Event Nodes: 14 Complexity: ★★★★☆ Added:

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 →

Download .json
{
  "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": "## \ud30c\uc77c \ub2e4\uc6b4\ub85c\ub4dc\n\uc774 \uc608\uc81c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0\uc11c \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \ud30c\uc77c\uc774 HTTP \uc704\uce58\uc5d0\uc11c \ub2e4\uc6b4\ub85c\ub4dc\ub429\ub2c8\ub2e4.\n\n\ub2f9\uc2e0\uc758 \uc2dc\ub098\ub9ac\uc624\uc5d0 \ub530\ub77c \ud30c\uc77c\uc744 \ub2e4\uc6b4\ub85c\ub4dc\ud558\ub294 HTTP Request \ub178\ub4dc\ub97c \ub2e4\ub978 \uc18c\uc2a4\uc5d0\uc11c \ud30c\uc77c\uc744 \uac00\uc838\uc624\ub294 \ub2e4\ub978 \ub178\ub4dc\ub85c \uad50\uccb4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4(\uc608: FTP \uc11c\ube44\uc2a4, \ud074\ub77c\uc6b0\ub4dc \uc800\uc7a5\uc18c, \ub85c\uceec \ud30c\uc77c \uc2dc\uc2a4\ud15c \ub610\ub294 \uc774\uba54\uc77c \ub4f1)."
      },
      "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
          }
        ]
      ]
    }
  }
}

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About this workflow

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

Source: https://github.com/n8nKOR/n8n-shared-workflow/blob/62a671327e906c22a40d290b339ff6d2373f8d75/workflows/n8n-workflows-by-Zie619/devops/1794_workflow_1794.json — original creator credit. Request a take-down →

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