Salesforce Lead Management Workflow
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Automates lead creation, update, and note addition in Salesforce.
About This Workflow
This workflow demonstrates a basic sequence of operations within Salesforce using n8n. It starts with a manual trigger, creates a new lead, updates that lead's city, and finally adds a note to the lead record.
Key Features
- Manual trigger to initiate the workflow.
- Create a new lead in Salesforce.
- Update an existing lead's city.
- Add a note to a lead record, referencing the lead ID from the creation step.
How To Use
- On clicking 'execute': This node is a manual trigger. Click the 'Execute' button in n8n to start the workflow.
- Salesforce (Create Lead): This node is configured to create a new lead in Salesforce with the provided
companyandlastname. It usessalesforce_credsfor authentication. - Salesforce1 (Update Lead): This node updates the lead created in the previous step. It uses the
idfrom the output of the 'Salesforce' node to target the correct lead. Thecityfield is updated to 'Berlin'. - Salesforce2 (Add Note): This node adds a note to the lead. It also uses the
idfrom the 'Salesforce' node to identify the lead and sets thetitleof the note to 'Deal Won!'.
Apps Used
Workflow JSON
{
"id": "a32c50b3-6912-406f-be5d-da8577af40b0",
"name": "Salesforce Lead Management Workflow",
"nodes": 11,
"category": "CRM",
"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: a32c50b3-6912...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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