Send email notifications for new accounts in Salesforce

Create a Salesforce opportunity when a HubSpot CRM contact property changes

Every time a HubSpot CRM contact property changes, Make will automatically create a Salesforce opportunity.

Upload a new user into LinkedIn Matched Audiences from a new lead in Salesforce

This template regularly checks for new leads in Salesforce and uses the retrieved information to upload new users into LinkedIn Matched Audiences. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after

Automated AI lead enrichment: Salesforce to Explorium for enhanced prospect data

Salesforce Lead Enrichment with Explorium Template Download the following json file and import it to a new n8n workflow: salesforce\workflow.json Overview This n8n workflow monitors your Salesforce instance for new leads and automatically enriches them with missing contact information. When a lead is created, the workflow: 1. Detects the new lead via Salesforce trigger 2. Matches the lead against Explorium's database using name and company 3. Enriches the lead with professional email addresses a

Automate B2B SaaS renewal risk management with CRM, support & usage data

Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late. It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, product usage and support data, computes an internal churn risk level, and then triggers the appropriate playbook: - HIGH risk → full escalation (tasks, alerts, emails) - MEDIUM risk → proactive follow-up by Customer Success - LOW risk → light renewal touch

Send a Slack message from a new Salesforce case

Use this template to send a Slack message to a channel or a user when a new Salesforce case is created.

Add new SalesForce leads to Intercom as users

Every time a new user is created in SalesForce, Make will automatically create a new user in Intercom.

Add new QuickBooks customers to Zoho CRM as contacts

Every time a new customer is created in QuickBooks, Make will automatically create a new contact in Zoho CRM.

Create Asana tasks for new Jitbit tickets

Every time a new ticket is created in Jitbit, Make will automatically create a new task on Asana.