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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Add New Companies from Google Sheets to Salesforce Accounts

When you run it, it reads companies from Google Sheets, searches Salesforce accounts, removes duplicates and keeps only those not yet in Salesforce.

What it does

# Manualtrigger Workflow ## Overview Automated workflow: Manualtrigger Workflow. This workflow processes data and performs automated tasks. ## Workflow Details - Total Nodes: 14 - Node Types: 10 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - On clicking 'execute': manualTrigger - Read Google Sheet: googleSheets - Search Salesforce accounts: salesforce - Keep new companies: merge - Merge existing account data: merge - Account found?: if - Remove duplicate companies: itemLists - Set Account ID for existing accounts: renameKeys - Retrieve new company contacts: merge - Set new account name: set - ... and 4 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

The steps

  1. On clicking 'execute'
  2. Read Google Sheet
  3. Search Salesforce accounts
  4. Keep new companies
  5. Merge existing account data
  6. Account found?
  7. Remove duplicate companies
  8. Set Account ID for existing accounts
  9. Retrieve new company contacts
  10. Set new account name
  11. Create Salesforce account
  12. Create Salesforce contact
  13. Error Handler for 995ae9b0
  14. Error Handler

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