Templates / Sync companies from Google Sheets to Salesforce with smart duplicate prevention

Sync companies from Google Sheets to Salesforce with smart duplicate prevention

Needs changes

by Xavier Tai ✓ · 272 views · created 2025-09-28 · CRM

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: Item Lists (legacy). 1 breaking item(s) found. Static check, last run 2026-10-19.

What to replace before upgrading

Removed in 3.0Replace with
Item Lists (legacy)
Remove duplicate companies
Split Out, Aggregate, Sort, Limit, Remove Duplicates or Summarize (match the operation used)

Nodes used (8)

SalesforceGoogle Sheets

What it does

How it works Automatically imports company data from Google Sheets into Salesforce while intelligently preventing duplicate accounts. The workflow searches for existing companies, creates new accounts only when needed, and ensures all contact information is properly associated. Key features: - Smart duplicate detection by company name matching - Dual processing paths for new vs existing companies - Automatic contact creation and association - Comprehensive error handling and data validation - Professional sectional documentation with setup guides Set up steps - Configure Google Sheets API credentials (OAuth 2.0) - Set up Salesforce Connected App with Account/Contact permissions - Prepare Google Sheets with proper column headers (Company Name, Email, Phone, Industry) - Map Salesforce field requirements in workflow nodes - Test with small dataset before full deployment Estimated setup time: 15-30 minutes Processing time: 15-45 seconds per company All detailed configuration steps, troubleshooting guides, and security best practices are included in the comprehensive sticky note documentation within the workflow.

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