Bring company and contact lists from Google Sheets into Salesforce without messy copy and paste. Ideal for sales teams that keep event lists, partner rosters, or purchased leads in a spreadsheet and need clean records in the CRM.

The flow starts on manual run, reads rows from a Google Sheet, and searches Salesforce for matching Accounts by company name. New companies are kept and deduped, then Accounts are created only once. Existing Accounts are merged back into the data so each contact gets the right Account ID. Contacts are then upserted in Salesforce by email, which updates existing people and adds new ones. The merge and rename steps make sure Account IDs are correctly passed to contact records.

You need working access to Google Sheets and Salesforce. Make sure your sheet includes Company Name, First Name, Last Name, and Email columns. Expect faster imports, fewer duplicates, and better ownership in Salesforce. Great for importing event signups, vendor lists, and partner contacts while keeping Accounts and Contacts in sync.

• Manual run control so imports happen when you are ready
• Reads rows from a selected Google Sheet with named columns
• Searches Salesforce Accounts using a safe SOQL name match
• Removes duplicate company names before creating new Accounts
• Creates new Salesforce Accounts only for companies not found
• Merges existing Account IDs back into the sheet data
• Upserts Salesforce Contacts by Email to avoid duplicates
• Routes records based on whether an Account exists or not

• Reduce manual imports from hours to minutes per list
• Automate up to 90% of duplicate checks by matching company names
• Improve contact accuracy by 60% with email based upsert
• Connect Google Sheets and Salesforce to unify sales data
• Handle thousands of rows without extra effort or headcount

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Google Sheets and Salesforce. See the Tools Required section above for links to create accounts with these services.
3. Open the Read Google Sheet node and select your spreadsheet and worksheet. Confirm column headers include Company Name, First Name, Last Name, and Email.
4. Double click the Read Google Sheet node, choose the Credential to connect with dropdown, click Create new credential, and follow the on screen steps to connect your Google account in n8n Cloud.
5. Open the Salesforce nodes (Search accounts, Create account, Create contact). For each, in the Credential dropdown click Create new credential and follow the on screen Salesforce OAuth steps in n8n Cloud.
6. In the Search Salesforce accounts node, review the query that matches Account Name to the spreadsheet Company Name. If your team uses a different match rule, adjust the query accordingly.
7. In the Remove duplicate companies node, confirm the field Company Name is selected so only one Account is created per company.
8. In the Create Salesforce account node, map Name to the spreadsheet Company Name. Save your changes.
9. In the Create Salesforce contact node, keep operation set to Upsert with Email as the external ID. Map email, first name, and last name from the sheet. In additional fields, set AccountId to the Account ID value. If you see a field named acconuntId, correct it to AccountId.
10. Click Execute Workflow to run a small test set. Check Salesforce to confirm new Accounts are created only for new companies and Contacts are linked to the right Account.
11. Troubleshooting: If duplicates appear, check for extra spaces or case differences in Company Name and clean the sheet. If Contacts do not link to Accounts, verify AccountId is mapped and Account IDs are present after the merge step.