Automated Salesforce & Excel Data Sync with WordPress

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This n8n workflow automates the process of managing company and contact data between Excel, Salesforce, and WordPress. When triggered manually, it retrieves data from an Excel spreadsheet, searches for existing Salesforce accounts, and updates or creates records as needed. The workflow identifies duplicate companies, merges data, and associates contacts, streamlining CRM management. It is practical for businesses that need to synchronize data across platforms without manual input, ensuring data consistency and saving time.

Node Count

11 – 20 Nodes

Nodes Used

if, itemLists, manualTrigger, merge, microsoftExcel, renameKeys, salesforce, set

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