Automate Salesforce Account & Contact Upsert from Spreadsheet

Tired of manual data entry into Salesforce? This powerful n8n workflow streamlines the process of integrating external spreadsheet data into your CRM. It begins by downloading your spreadsheet, then intelligently analyzes each row. For every company, it first checks if an account already exists in Salesforce. If it's a new company, a fresh account is automatically created. Subsequently, the workflow efficiently upserts (creates or updates) all associated contacts, linking them to their respective accounts – whether newly created or pre-existing. It also handles duplicate company entries in your input, ensuring clean and accurate data in Salesforce. Save valuable time and maintain pristine data integrity with this automated solution.