Streamline Excel to Salesforce Account and Contact Sync
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Automatically synchronize company and contact data from your Excel spreadsheets directly into Salesforce. This workflow efficiently identifies new accounts, creates them, and then creates or updates associated contacts, ensuring your CRM is always up-to-date without manual data entry.
About This Workflow
This powerful n8n workflow bridges the gap between your essential Excel data and Salesforce CRM. It intelligently processes a list of companies and contacts from an Excel sheet. First, it queries Salesforce to distinguish between existing accounts and new ones. For new companies, it automatically provisions new Salesforce accounts. Concurrently, it captures existing Salesforce account IDs for previously known companies. Finally, it proceeds to create or upsert all contacts, linking them precisely to their respective company accounts, whether newly created or already established in Salesforce. This automation eliminates tedious manual transfers, reduces errors, and keeps your CRM data fresh and actionable.
Key Features
- Automated Data Ingestion: Seamlessly pull company and contact data from specified Excel worksheets.
- Intelligent Account Matching: Automatically search Salesforce for existing accounts to prevent duplicates.
- Smart Account Creation: Create new Salesforce accounts only for companies not yet in your CRM.
- Dynamic Contact Upsert: Create new contacts or update existing ones based on email, linking them to their correct Salesforce account.
- Robust Data Cleansing: Includes a step to remove duplicate company entries before new account creation.
How To Use
- Configure Microsoft Excel: Set up the
Microsoft Excelnode by providing your Excel Workbook ID and the specific Worksheet ID. Adjust theRangeparameter (e.g.,A1:E100) to match your data's location. Ensure your Excel sheet has columns for at least "Company Name", "First Name", "Last Name", and "Email". - Authenticate Salesforce: Connect your Salesforce account to both
Search Salesforce accountsandCreate Salesforce account/Create Salesforce contactnodes using your Salesforce OAuth2 API credentials. - Adjust Merge Nodes (Optional): If your column names differ from "Company Name" or "Name", update the
propertyName1andpropertyName2in theKeep new companiesandMerge existing account datanodes, andRetrieve new company contactsnode to match your data. - Review Create Salesforce Contact: Verify the
lastname,resource,externalId,externalIdValue,email,firstName, andacconuntIdparameters in theCreate Salesforce contactnode match your expected data fields. - Execute Workflow: Run the workflow manually using the
On clicking 'execute'trigger. Monitor the execution to ensure data is processed as expected.
Apps Used
Workflow JSON
{
"id": "607a36fc-3a57-4e0b-ae56-96867f46fd69",
"name": "Streamline Excel to Salesforce Account and Contact Sync",
"nodes": 27,
"category": "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.
Get This Workflow
ID: 607a36fc-3a57...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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