Sync contacts, consent, and segments between KlickTipp and Salesforce

!SF to KT Integration.png(fileId:4494) --- --- Community Node Disclaimer This workflow uses KlickTipp community nodes, available for self-hosted n8n instances only. --- Who’s it for Sales and marketing teams using Salesforce (Contacts) and KlickTipp who need a reliable, automated two-way synchronization for: Contact Profiles: Syncing name, email, address, mobile, and birthday. Marketing Status: Aligning subscription and consent states. Segmentation: Mapping KlickTipp Tags to Salesforce Topics. Data Integrity: Automating deletions for daily cleanups and GDPR requests. This workflow eliminates manual CSV imports and ensures your CRM and marketing database are always in perfect alignment. --- How it works This workflow synchronizes data between KlickTipp and Salesforce Contacts in near real-time. Changes made in one platform are mirrored in the other to maintain a single source of truth. KlickTipp → Salesforce Triggered by KlickTipp webhooks or activation tags via the Contact tagged in KlickTipp node: 1. Data Fetching: The workflow retrieves subscriber details, including tags and custom fields. 2. Logic Branching: The Salesforce Lookup Switch checks if a Salesforce Contact ID is already stored in KlickTipp (field227883). New Contacts: Creates a new record in Salesforce. Existing Contacts: Updates the current Salesforce record. 3. Linkage: The Sync SF ID to KlickTipp node writes the Salesforce ID back to KlickTipp to permanently link the records. 4. Field Mapping: Marketing status and birthdays are synced. Birthdays are processed using a timezone-aware logic (Europe/Berlin) to ensure accuracy. 5. Segmentation: The Segment Matcher reads KlickTipp tags and assigns corresponding Salesforce Topics (e.g., Tag 14061012 → Topic Customer). Salesforce → KlickTipp Triggered by the New Salesforce Contact or Updated Salesforce Contact triggers: 1. Normalization: The Data Normalization & Mapping node ensures consistent data formats (e.g., converting Salesforce dates to KlickTipp Unix timestamps). 2. Logic Branching: The KlickTipp Lookup Switch checks for an existing KlickTipp ID. New Subscribers: Triggers a Single Opt-In (SOI) creation. Existing Subscribers: Updates the profile data. 3. Status Sync: The Sync KlickTipp ID to SF node updates the CRM with the KlickTipp ID and sets the initial marketing status. 4. Segmentation: The Segment Matcher reads Salesforce TopicAssignments and applies the matching tags in KlickTipp. Automated Deletions Daily Cleanup: The Daily Cleanup Trigger runs every morning at 08:00. It fetches contacts deleted in Salesforce within the last 24 hours and removes them from KlickTipp. GDPR Requests: Triggered by KlickTipp deletion requests. If the subscriber is linked to Salesforce, the GDPR Delete Salesforce Contact node removes the CRM record automatically. --- Setup steps 1. Install Community Nodes: Ensure the KlickTipp community node is installed on your n8n instance. 2. Prepare Custom Fields: KlickTipp: Create a field for the Salesforce ID (mapped to field227883). Salesforce: Create KlickTippIDc and KlickTippmarketingstatusc on the Contact object. 3. Credentials: Configure your KlickTipp API and Salesforce OAuth2 credentials. 4. Map Segments: Update the Segment Matcher nodes with your specific Tag IDs and Salesforce Topic IDs. 5. Instance URLs: Update all HTTP Request nodes with your specific Salesforce instance base URL. 6. Test & Activate: Run a manual test for one contact in both directions before activating the workflow. --- Requirements Self-hosted n8n instance. KlickTipp account with API access. Salesforce account with API access (OAuth2). Correct permissions for queryAll (Salesforce) and Webhook triggers (KlickTipp). --- How to customize Expand Mapping: Add more fields like Phone, Mailing Street, or Custom Properties in the "Update/Create" nodes. Adjust Schedule: Change the Daily Cleanup Trigger to run more or less frequently based on your needs. Refine Logic: Add filters to skip specific contacts (e.g., inter