Community Contributed: Google Sheets to Salesforce Accounts & Contacts
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Imports company and contact data from Google Sheets, creates or updates Salesforce accounts, and creates or updates Salesforce contacts.
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About This Workflow
Overview
This workflow is designed to synchronize data from a Google Sheet into Salesforce. It reads company and contact information, checks for existing accounts in Salesforce, creates new accounts if they don't exist, and then creates or updates contacts, linking them to their respective accounts. This is a 'Community Contributed' template, meaning it's a verified and valuable workflow shared by the n8n community.
Key Features
- Reads company and contact data from a specified Google Sheet.
- Checks for existing accounts in Salesforce based on company name.
- Creates new Salesforce accounts for companies not found.
- Upserts Salesforce contacts based on email, linking them to accounts.
- Handles both new and existing data efficiently.
How To Use
- Import the workflow: Load this JSON into your n8n instance.
- Configure Google Sheets Credentials: Set up and connect your Google Sheets OAuth2 credentials.
- Configure Salesforce Credentials: Set up and connect your Salesforce OAuth2 credentials.
- Specify Google Sheet ID: Update the
sheetIdparameter in the 'Read Google Sheet' node with your Google Sheet's ID. - Map Columns: Ensure the column names in your Google Sheet match the expected fields (e.g., 'Company Name', 'Name', 'First Name', 'Last Name', 'Email').
- Execute Manually: Click the 'Execute' button on the 'On clicking 'execute'' node to run the workflow.
Apps Used
Workflow JSON
{
"id": "f05d451e-f662-4262-987a-5daa6cc72d2e",
"name": "Community Contributed: Google Sheets to Salesforce Accounts & Contacts",
"nodes": 0,
"category": "CRM & Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: f05d451e-f662...
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Building complex chains with OpenAI, Claude, and LangChain.
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Verification Info
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