Microsoft Excel to Salesforce Data Sync (Manual Trigger Workflow)

This Microsoft Excel to Salesforce Manual Trigger Workflow automates the process of synchronizing company and contact data between Microsoft Excel spreadsheets and Salesforce CRM. Built using n8n, this production-ready workflow …

Intermediate views Oct 13, 2025

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Microsoft Excel to Salesforce Data Sync (Manual Trigger Workflow)

Workflow Description

This Microsoft Excel to Salesforce Manual Trigger Workflow automates the process of synchronizing company and contact data between Microsoft Excel spreadsheets and Salesforce CRM. Built using n8n, this production-ready workflow enables users to manually initiate data processing, retrieve Excel records, remove duplicates, identify new or existing accounts, and automatically create or update Salesforce accounts and contacts.

It includes advanced error handling, secure credential management, and merge logic for accurate record matching. The workflow is optimized for business automation, ensuring data consistency, time efficiency, and reliability for CRM management. Ideal for organizations looking to streamline Salesforce-Excel data integration, reduce manual entry, and maintain clean customer databases.

Keywords & Tags

n8n workflow Microsoft Excel integration Salesforce automation Excel to Salesforce data sync workflow CRM data integration business automation manual trigger workflow salesforce account sync excel contact management n8n salesforce connector automated data processing workflow automation tool production ready n8n workflow secure CRM automation