Seamlessly Sync Google Sheets Contacts to Salesforce Accounts and Contacts
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Automate the process of enriching your Salesforce CRM with up-to-date contact and account information directly from your Google Sheets. This workflow ensures your sales data is always accurate and actionable.
About This Workflow
This n8n workflow automates the synchronization of customer data from Google Sheets to Salesforce. It begins by triggering the workflow, then reads a specified Google Sheet to gather company and contact details. For each company, it checks if an account already exists in Salesforce. If it does, existing account data is merged. If not, a new Salesforce account is created. The workflow then intelligently handles duplicate entries from the Google Sheet, ensuring data integrity. Finally, it creates or updates contacts in Salesforce, linking them to their respective accounts. This robust process guarantees your Salesforce instance is consistently updated with the latest lead and customer information, streamlining sales operations and improving data accuracy.
Key Features
- Automated Data Import: Effortlessly pull data from your Google Sheets into your Salesforce CRM.
- Intelligent Account Matching: Automatically identifies and links contacts to existing Salesforce accounts or creates new ones.
- Duplicate Data Prevention: Employs logic to remove redundant entries from your source data.
- Contact Creation/Update: Creates new contacts or updates existing ones in Salesforce based on your sheet data.
- Seamless Integration: Connects your Google Sheets and Salesforce accounts for a fluid data flow.
How To Use
- Trigger Setup: Configure the 'On clicking 'execute'' node to manually initiate the workflow.
- Google Sheets Configuration: In the 'Read Google Sheet' node, replace the placeholder
sheetIdwith your actual Google Sheet ID and ensure your Google Sheets credentials are set up. - Salesforce Connection: Ensure your Salesforce credentials are correctly configured in the 'Search Salesforce accounts', 'Create Salesforce account', and 'Create Salesforce contact' nodes.
- Data Mapping: Verify that the field names in your Google Sheet ('Company Name', 'First Name', 'Last Name', 'Email') accurately match the data being processed by the workflow.
- Customization: Adjust the Salesforce queries and
additionalFieldsin the Salesforce nodes to match your specific Salesforce object structure and desired data points. - Execution: Run the workflow manually via the 'execute' button to sync your data.
Apps Used
Workflow JSON
{
"id": "beb36627-b2e1-43f1-b684-d71430bbd7e2",
"name": "Seamlessly Sync Google Sheets Contacts to Salesforce Accounts and Contacts",
"nodes": 15,
"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: beb36627-b2e1...
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