Templates / Create Salesforce accounts based on Google Sheets data

Create Salesforce accounts based on Google Sheets data

Needs changes

by Tom ✓ · 35,178 views · created 2022-09-12 · CRM

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: Item Lists (legacy). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 12 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Google Sheets and Salesforce.

How it runs

Trigger: Manually, when you click “Execute workflow”.

  1. Read Google Sheet (Google Sheets): uses Google Sheets
  2. Search Salesforce accounts (Salesforce): work with search
  3. Keep new companies (Merge): merges the data from its input branches
  4. Merge: merges the data from its input branches
  5. Remove duplicate companies (Item Lists): reshapes item lists (legacy Item Lists node)
  6. Retrieve new company contacts (Merge): merges the data from its input branches
  7. Account found? (If): checks a condition and branches into true / false
  8. Create Salesforce account (Salesforce): work with account
  9. Create Salesforce contact (Salesforce): create or update (contact)
  10. Set Account ID for existing accounts (Rename Keys): uses Rename Keys

…plus 1 more step. See the full node list below.

Services it uses

Google SheetsSalesforce

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • Item Lists (legacy) in Remove duplicate companies: replace with Split Out, Aggregate, Sort, Limit, Remove Duplicates or Summarize (match the operation used).
Removed in 3.0Replace with
Item Lists (legacy)
Remove duplicate companies
Split Out, Aggregate, Sort, Limit, Remove Duplicates or Summarize (match the operation used)

Nodes used (8)

From the author

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Google Sheets. To run the workflow: 1. Make sure you have both Google Sheets and Salesforce authenticated with n8n. 2. Have a Google Sheet with…

Excerpt from Tom's description on n8n.io.

View the original on n8n.io → Check your own copy

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