SALESFORCE n8n INTEGRATION: AUTOMATE SALESFORCE WITH N8N
SALESFORCE N8N INTEGRATION: AUTOMATE SALESFORCE WITH N8N
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Why automate Salesforce with n8n?
The Salesforce n8n integration is one of the most comprehensive CRM integrations available. With 18 distinct triggers monitoring everything from new leads to updated opportunities, and 59 actions covering all major Salesforce objects, you have complete control over your CRM automation.
Significant time savings: No more manual data entry between Salesforce and your other tools. Set up smart rules that automatically create contacts, update opportunities, or sync account data across your entire tech stack. Teams typically save 5-10 hours per week by automating repetitive CRM tasks.
Improved responsiveness: Trigger instant actions the moment a lead is created, a case is updated, or an opportunity moves to a new stage. Your sales team can respond faster, and your support team never misses a critical update. The polling triggers check Salesforce as frequently as every minute, ensuring near real-time automation.
Zero oversight: Triggers monitor your Salesforce instance 24/7. Every new account, every updated contact, every created task immediately triggers your workflows—no manual intervention required. Custom object triggers even let you monitor your organization's unique data structures.
Seamless integration: Connect Salesforce to over 400+ applications in n8n. Sync leads to your email marketing platform, create Slack notifications for won opportunities, generate invoices when deals close, or update your data warehouse in real-time. For complex integrations, consider working with our n8n automation agency.
Concrete workflow examples:
- Automatically add new Salesforce leads to HubSpot or Mailchimp campaigns
- Create Asana or Monday.com tasks when opportunities reach specific stages
- Send Slack notifications when high-value cases are created
- Sync contact updates bidirectionally with Google Contacts or Outlook
- Generate PDF quotes and send via email when opportunities are created
How to connect Salesforce to n8n?
! 1 stepHow to connect Salesforce to n8n?
- 01
Add the node
The Salesforce n8n integration uses OAuth2 authentication, which means you'll authorize n8n to access your Salesforce account securely without sharing your password.Basic configuration:Create a Connected App in Salesforce: Navigate to Setup → App Manager → New Connected App. Enable OAuth Settings and add the necessary scopes (typically "Full access" or specific API permissions).Copy your credentials: Once your Connected App is created, copy the Consumer Key and Consumer Secret. You'll also need your Salesforce instance URL.Add credentials in n8n: In your n8n workflow, add a Salesforce node and click "Create New" under credentials. Select "OAuth2" as the authentication method and paste your Consumer Key and Consumer Secret.Authorize the connection: Click "Connect my account" and log into Salesforce. Grant the requested permissions to complete the OAuth flow.Test your connection: Add a simple "Get Many Accounts" action to verify everything works correctly.
TIP💡 TIP: When creating your Salesforce Connected App, make sure to add n8n's callback URL to your allowed redirect URIs. If you're using n8n Cloud, this is typically https://app.n8n.cloud/rest/oauth2-credential/callback. For self-hosted instances, use your own domain. Also, remember that new Connected Apps can take up to 10 minutes to become active in Salesforce. For detailed guidance, refer to the official n8n Salesforce documentation.- 01
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Salesforce triggers available in n8n
01 Trigger 01Account Created
This trigger automatically monitors your Salesforce instance and fires your workflow whenever a new Account record is created. It's the foundation for countless CRM automation scenarios where you need to react immediately to new business relationships.
Configuration parameters:
- Credential to connect with: This dropdown is required and lets you select your authenticated Salesforce connection.
- Poll Times (Mode): This required dropdown defines how frequently the trigger checks for new accounts.
- Trigger On: This required dropdown is set to "Account Created" to specifically monitor for new account records.
Typical use cases:
- Automatically create corresponding records in your ERP or accounting system
- Send welcome emails to new business accounts via SendGrid or Mailchimp
- Notify account managers via Slack when accounts in their territory are created
- Sync new accounts to Google Sheets for reporting purposes
02 Trigger 02Account Updated
This trigger fires whenever an existing Account record is modified in Salesforce. It's crucial for maintaining data synchronization across your tech stack and triggering workflows based on account status changes.
Configuration parameters:
- Credential to connect with: Required dropdown to select your Salesforce authentication.
- Poll Times (Mode): Required dropdown for setting the check frequency.
- Trigger On: Required dropdown set to "Account Updated" to monitor modifications.
Typical use cases:
- Sync updated account information to your marketing automation platform
- Trigger re-scoring workflows when account industry or size changes
- Update corresponding records in external databases
- Send notifications when account status or tier changes
03 Trigger 03Attachment Created
This trigger monitors for new file attachments added to any Salesforce record. It's particularly valuable for document-heavy workflows where files need processing, archiving, or distribution.
Configuration parameters:
- Credential to connect with: Required dropdown for Salesforce authentication selection.
- Poll Times (Mode): Required dropdown to configure polling frequency.
- Trigger On: Required dropdown set to "Attachment Created".
Typical use cases:
- Automatically backup new attachments to Google Drive, Dropbox, or S3
- Process incoming contracts or documents through OCR services
- Send notifications when proposals are attached to opportunities
- Archive attachments for compliance purposes
04 Trigger 04Attachment Updated
This trigger fires when existing attachments are modified in Salesforce, ensuring your workflows respond to document revisions and updates.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for polling interval.
- Trigger On: Required dropdown set to "Attachment Updated".
Typical use cases:
- Sync updated documents to external storage systems
- Notify stakeholders when contract revisions occur
- Maintain version history in document management systems
- Trigger re-approval workflows for modified documents
05 Trigger 05Case Created
This trigger monitors your Salesforce Service Cloud for new support cases, enabling immediate response workflows that improve customer satisfaction and support efficiency.
Configuration parameters:
- Credential to connect with: Required dropdown for Salesforce connection.
- Poll Times (Mode): Required dropdown—"Every Minute" is recommended for support scenarios.
- Trigger On: Required dropdown set to "Case Created".
Typical use cases:
- Send instant Slack notifications to support teams for new high-priority cases
- Create tickets in external helpdesk systems like Zendesk
- Auto-assign cases to agents based on case type
- Send acknowledgment emails to customers
06 Trigger 06Case Updated
This trigger fires when support cases are modified, enabling workflows that respond to case escalations, status changes, and resolution updates.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for check frequency.
- Trigger On: Required dropdown set to "Case Updated".
Typical use cases:
- Notify managers when cases are escalated
- Sync case status changes to external systems
- Send customer notifications when cases are resolved
- Trigger satisfaction surveys after case closure
07 Trigger 07Contact Created
This trigger monitors for new Contact records in Salesforce, enabling immediate synchronization with marketing, communication, and data systems.
Configuration parameters:
- Credential to connect with: Required dropdown for Salesforce authentication.
- Poll Times (Mode): Required dropdown for polling frequency.
- Trigger On: Required dropdown set to "Contact Created".
Typical use cases:
- Add new contacts to email marketing lists automatically
- Sync contacts to Google Contacts or Outlook
- Trigger welcome email sequences for new contacts
- Create corresponding records in support systems
08 Trigger 08Contact Updated
This trigger fires when Contact records are modified, ensuring your systems stay synchronized with the latest contact information.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for polling interval.
- Trigger On: Required dropdown set to "Contact Updated".
Typical use cases:
- Sync updated email addresses across marketing platforms
- Update contact information in external tools
- Trigger data quality workflows when key fields change
- Notify account owners of contact role changes
09 Trigger 09Custom Object Created
This trigger monitors for new records in your Salesforce custom objects, extending automation capabilities to your organization's unique data structures.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for polling frequency.
- Trigger On: Required dropdown set to "Custom Object Created".
- Custom Object Name or ID: Required text field to specify which custom object to monitor.
Typical use cases:
- Trigger workflows when custom project records are created
- Sync custom object data to external databases
- Send notifications for new records in industry-specific objects
10 Trigger 10Custom Object Updated
This trigger fires when records in your custom Salesforce objects are modified, enabling workflows that respond to changes in your organization's specialized data.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for check frequency.
- Trigger On: Required dropdown set to "Custom Object Updated".
- Custom Object Name or ID: Required text field for specifying which custom object to monitor.
Typical use cases:
- Sync custom object changes to reporting systems
- Trigger approval workflows when status fields change
- Update related records in integrated applications
11 Trigger 11Lead Created
This trigger is arguably the most important for sales teams—it fires instantly when new leads enter Salesforce, enabling immediate engagement that dramatically improves conversion rates.
Configuration parameters:
- Credential to connect with: Required dropdown for Salesforce connection.
- Poll Times (Mode): Required dropdown—"Every Minute" is highly recommended.
- Trigger On: Required dropdown set to "Lead Created".
Typical use cases:
- Send immediate Slack notifications to sales reps
- Add leads to nurture campaigns in marketing platforms
- Trigger lead enrichment through Dropcontact or similar services
- Create follow-up tasks automatically
12 Trigger 12Lead Updated
This trigger monitors for changes to Lead records, enabling workflows that respond to qualification status changes, score updates, and data modifications.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for polling interval.
- Trigger On: Required dropdown set to "Lead Updated".
Typical use cases:
- Notify sales when lead scores cross thresholds
- Trigger re-qualification workflows when key fields change
- Sync updated lead data to marketing platforms
- Move leads between nurture tracks based on engagement
13 Trigger 13Opportunity Created
This trigger fires when new Opportunities are created in Salesforce, enabling deal-based workflows that support your sales process.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for check frequency.
- Trigger On: Required dropdown set to "Opportunity Created".
Typical use cases:
- Notify sales managers of new high-value opportunities
- Create deal folders in Google Drive or SharePoint
- Add opportunities to forecasting dashboards
- Trigger CPQ workflows for quote generation
14 Trigger 14Opportunity Updated
This trigger is crucial for sales pipeline management—it fires when Opportunities are modified, enabling workflows that respond to stage changes, amount updates, and close date modifications.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for polling frequency.
- Trigger On: Required dropdown set to "Opportunity Updated".
Typical use cases:
- Send Slack alerts when opportunities move to "Closed Won"
- Update forecasting systems when amounts change
- Trigger approval workflows for discounted deals
- Notify implementation teams when deals are won
15 Trigger 15Task Created
This trigger monitors for new Task records in Salesforce, enabling workflows that respond to activity creation and support task management processes.
Configuration parameters:
- Credential to connect with: Required dropdown for Salesforce connection.
- Poll Times (Mode): Required dropdown for polling interval.
- Trigger On: Required dropdown set to "Task Created".
Typical use cases:
- Sync tasks to external productivity tools like Todoist or Asana
- Send reminders via email or SMS for important tasks
- Update activity dashboards and reports
- Create calendar events for scheduled tasks
16 Trigger 16Task Updated
This trigger fires when Task records are modified, enabling workflows that track task completion and status changes.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for check frequency.
- Trigger On: Required dropdown set to "Task Updated".
Typical use cases:
- Update external task tracking systems
- Send completion notifications
- Trigger follow-up actions when tasks are completed
- Sync task status to project management tools
17 Trigger 17User Created
This trigger monitors for new User records in Salesforce, enabling workflows that support user provisioning and onboarding processes.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for polling frequency.
- Trigger On: Required dropdown set to "User Created".
Typical use cases:
- Trigger IT provisioning workflows for new employees
- Send welcome messages with onboarding information
- Create accounts in other enterprise systems
- Add users to appropriate Slack channels
18 Trigger 18User Updated
This trigger fires when User records are modified in Salesforce, enabling workflows that respond to role changes, profile updates, and user status changes.
Configuration parameters:
- Credential to connect with: Required dropdown for authentication.
- Poll Times (Mode): Required dropdown for polling interval.
- Trigger On: Required dropdown set to "User Updated".
Typical use cases:
- Sync user profile changes to directory services
- Update access permissions in integrated systems
- Notify managers of role or department changes
- Trigger offboarding workflows when users are deactivated
Salesforce actions available in n8n
01 Action 01Create Account
This action creates a new Account record in Salesforce, enabling workflows that automatically generate business accounts from external data sources.
Key parameters:
- Credential to connect with: Required dropdown for Salesforce authentication.
- Resource: Required dropdown set to "Account".
- Operation: Required dropdown set to "Create".
- Name: Text field for the account name—typically required by Salesforce.
- Additional Fields: Optional section to add industry, website, phone, and other fields.
Use cases:
- Create accounts from inbound lead forms
- Import accounts from external databases
- Generate accounts from won opportunities in partner systems
02 Action 02Get Account
This action retrieves a single Account record by its ID, useful for fetching account details for processing in subsequent workflow nodes.
Key parameters:
- Credential to connect with: Required dropdown for authentication.
- Resource: Required dropdown set to "Account".
- Operation: Required dropdown set to "Get".
- Account ID: Text field for the unique Salesforce Account ID to retrieve.
Use cases:
- Fetch account details for personalized communications
- Retrieve account data for validation workflows
- Get account information for enrichment processes
03 Action 03Get Many Accounts
This action retrieves multiple Account records based on your criteria, perfect for batch processing and reporting workflows.
Key parameters:
- Credential to connect with: Required dropdown for authentication.
- Resource: Required dropdown set to "Account".
- Operation: Required dropdown set to "Get Many".
- Return All: Optional toggle to fetch all matching records.
- Limit: Optional number field (default 50) for maximum records.
Use cases:
- Export accounts for reporting
- Sync account batches to external systems
- Process accounts matching specific criteria
04 Action 04Update Account
This action modifies an existing Account record in Salesforce, enabling data synchronization and update workflows.
Key parameters:
- Credential to connect with: Required dropdown for authentication.
- Resource: Required dropdown set to "Account".
- Operation: Required dropdown set to "Update".
- Account ID: Required text field specifying which account to update.
- Update Fields: Optional section to specify fields and new values.
Use cases:
- Sync account updates from external systems
- Update account status based on workflow logic
- Modify account fields based on related record changes
05 Action 05Delete Account
This action removes an Account record from Salesforce. Use with caution as this permanently deletes the record.
Key parameters:
- Credential to connect with: Required dropdown for authentication.
- Resource: Required dropdown set to "Account".
- Operation: Required dropdown set to "Delete".
- Account ID: Required text field for the account to delete.
Use cases:
- Remove duplicate accounts after merge
- Clean up test data
- Delete accounts as part of data maintenance workflows
06 Action 06Create Lead
This action creates a new Lead record in Salesforce, one of the most commonly used actions for marketing and sales automation.
Key parameters:
- Credential to connect with: Required dropdown for authentication.
- Resource: Required dropdown set to "Lead".
- Operation: Required dropdown set to "Create".
- Company: Text field for lead's company.
- Last Name: Text field for lead's last name (typically required).
- Additional Fields: Optional fields including email, phone, source, status.
Use cases:
- Create leads from web form submissions
- Import leads from advertising platforms
- Sync leads from partner systems
07 Action 07Create Contact
This action creates a new Contact record in Salesforce, enabling automated contact creation from various sources.
Key parameters:
- Credential to connect with: Required dropdown for authentication.
- Resource: Required dropdown set to "Contact".
- Operation: Required dropdown set to "Create".
- Last Name: Text field for contact's last name (typically required).
- Additional Fields: Optional fields including first name, email, phone, account.
Use cases:
- Create contacts from web form submissions
- Import contacts from event registrations
- Sync contacts from marketing platforms
08 Action 08Create Opportunity
This action creates a new Opportunity record in Salesforce, enabling deal-based automation workflows.
Key parameters:
- Credential to connect with: Required dropdown for authentication.
- Resource: Required dropdown set to "Opportunity".
- Operation: Required dropdown set to "Create".
- Name: Opportunity name field.
- Close Date: Date picker for expected close date.
- Stage Name or ID: Dropdown for sales stage.
Use cases:
- Create opportunities from qualified leads
- Generate deals from partner referrals
- Auto-create opportunities from inbound requests
09 Action 09Query (SOQL)
This powerful action executes a SOQL query against Salesforce, enabling custom data retrieval that goes beyond standard operations.
Key parameters:
- Credential to connect with: Required dropdown for authentication.
- Resource: Required dropdown set to "Search".
- Operation: Required dropdown set to "Query".
- Query: Required text area for your SOQL statement.
Use cases:
- Execute complex queries with relationships
- Retrieve data with custom filters
- Get aggregated data
- Query across multiple objects
10 Action 10Create Task
This action creates a new Task record in Salesforce, enabling activity tracking and follow-up automation.
Key parameters:
- Credential to connect with: Required dropdown for authentication.
- Resource: Required dropdown set to "Task".
- Operation: Required dropdown set to "Create".
- Status Name or ID: Dropdown for task status.
- Additional Fields: Optional fields for subject, due date, priority, and related records.
Use cases:
- Create follow-up tasks automatically
- Generate tasks from email responses
- Build task sequences for sales processes
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Frequently asked questions
Is the Salesforce n8n integration free?
The n8n platform itself offers both free self-hosted and paid cloud options. When self-hosting n8n (which is open-source and free), you can use the Salesforce integration at no additional cost from n8n. However, you'll need a Salesforce account with API access, which typically requires Salesforce Enterprise Edition or higher, or API access enabled on your specific Salesforce edition. Some Salesforce editions like Essentials may have limited API access. The integration uses OAuth2 authentication, and there are no per-call fees from n8n's side—your Salesforce API limits are determined by your Salesforce edition and any purchased add-ons. To learn more about n8n capabilities, explore our comprehensive n8n review.How often can the Salesforce n8n triggers check for new data?
The Salesforce triggers in n8n use a polling mechanism that can check for new data as frequently as every minute. When you configure any Salesforce trigger (like Lead Created or Opportunity Updated), you set the "Poll Times" parameter which determines check frequency. Options include "Every Minute", "Every Hour", or custom schedules using cron expressions for more specific timing. Keep in mind that polling every minute will consume more of your Salesforce API call limits. For most use cases, checking every minute provides near real-time responsiveness while maintaining reasonable API usage. If you need true real-time triggers, you'd need to set up Salesforce Outbound Messages or Platform Events, which require additional Salesforce configuration outside of n8n. If you encounter issues, check our n8n troubleshooting guide.Can I automate custom Salesforce objects with n8n?
Absolutely. The Salesforce n8n integration fully supports custom objects through dedicated triggers and actions. You can use the "Custom Object Created" and "Custom Object Updated" triggers to monitor changes to any custom object in your Salesforce org. For actions, you have Create, Get, Get Many, Update, Delete, and Create or Update (upsert) operations available for custom objects. To configure these, you'll need to provide your custom object's API name (usually ending in "__c", like "Project__c"). You can also define custom fields for both input and output. This means whether you're tracking custom project records, inventory items, or any industry-specific data structures, you can fully automate them with n8n just like standard Salesforce objects. For more complex automation scenarios, you might also want to explore integrating with Airtable for additional data management capabilities.
