Salesforce Lead Management Workflow

Name: Salesforce Lead Management Workflow
Rating: 5 (5 reviews)
Author: Free N8N

Beginner

11 nodes connected

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Free N8N Temples

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12 downloads

CRMAutomationCRMLeadsSalesforce

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 company and lastname. It uses salesforce_creds for authentication.
Salesforce1 (Update Lead): This node updates the lead created in the previous step. It uses the id from the output of the 'Salesforce' node to target the correct lead. The city field is updated to 'Berlin'.
Salesforce2 (Add Note): This node adds a note to the lead. It also uses the id from the 'Salesforce' node to identify the lead and sets the title of the note to 'Deal Won!'.

Apps Used

Automation

CRM

Leads

Salesforce

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.