Automated Salesforce Account & Contact Management from Google Sheets

This n8n workflow automates the synchronization of company and contact data from a Google Sheet into Salesforce, efficiently managing existing and new records. The process starts with a manual trigger, allowing user initiation. It reads data from a specified Google Sheet that contains company details. For each company, it searches Salesforce for matching accounts based on the company name. If a match is found, it updates the account with corresponding data; if not, it creates a new Salesforce account. Additionally, it retrieves contacts related to each company from the sheet and upserts these contacts in Salesforce, ensuring all relationships are correctly maintained. This workflow is ideal for use cases such as onboarding new client data, maintaining accurate CRM records, or integrating spreadsheet data into Salesforce for streamlined customer relationship management.