Sales & CRM
Sync Contact Data from Google Sheets to Salesforce
12 nodes
121
90
Automatic trigger
Workflow Description
This automation connects Google Sheets with Salesforce to transfer contact and customer data automatically. It remaps column names to match Salesforce fields and handles data validation, eliminating manual data entry and reducing errors in your CRM system.
How it works
- 1.Trigger the workflow manually or when a new row is added to Google Sheets
- 2.Extract and read data from the spreadsheet using structured queries
- 3.Rename and transform columns to match Salesforce object fields
- 4.Create or update contacts and accounts in Salesforce in bulk or individually
Use cases
- Import a new customer list from spreadsheet directly into Salesforce
- Keep customer information synchronized between Google Sheets and your CRM
- Update contact details in Salesforce when changes occur in the source sheet
Requirements
- Active Google account with Google Sheets API enabled
- Salesforce organization with permissions to create and modify records
- Google Sheet containing properly formatted customer or contact data
Service Value
Ready-made workflow template for automation delivery and service execution.
Apps Used
Google Sheets
Salesforce
Rename Keys
Details
Trigger
Automatic trigger
Nodes
12
Apps
3
Views
121
Downloads
90
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (12)
/
On clicking 'execute'
Manual Trigger
Read Google Sheet
Google Sheets
Search Salesforce accounts
Salesforce
Keep new companies
Merge
Merge existing account data
Merge
Account found?
If
Remove duplicate companies
Item Lists
Set Account ID for existing accounts
Rename Keys
Retrieve new company contacts
Merge
Set new account name
Set
Create Salesforce account
Salesforce
Create Salesforce contact
Salesforce