Salesforce-Google Sheets 公司同步(智能重复预防)
高级
这是一个Content Creation, Multimodal AI领域的自动化工作流,包含 17 个节点。主要使用 If, Set, Merge, ItemLists, RenameKeys 等节点。 将公司数据从 Google Sheets 同步至 Salesforce,具备智能重复预防
前置要求
- •Salesforce OAuth 凭证
- •Google Sheets API 凭证
工作流预览
可视化展示节点连接关系,支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
"id": "ulMkyRjDpdND1gzn",
"meta": {
"instanceId": "f450cd0986d5bfb741d4d1b31068440b1642915c91f795fd72913ef923830e67",
"templateId": "1792"
},
"name": "Salesforce-Google Sheets 公司同步(智能重复预防)",
"tags": [
{
"id": "r7X6mNg8b6tE7HbJ",
"name": "template",
"createdAt": "2025-09-28T16:07:48.401Z",
"updatedAt": "2025-09-28T16:07:48.401Z"
}
],
"nodes": [
{
"id": "29451054-fcd6-4054-b072-a87c716f6c67",
"name": "点击\"执行\"时",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-336,
-320
],
"parameters": {},
"typeVersion": 1
},
{
"id": "2c1ed019-85f1-4b0f-bcf5-ce59ff13ea49",
"name": "搜索 Salesforce 客户",
"type": "n8n-nodes-base.salesforce",
"position": [
112,
-384
],
"parameters": {
"query": "=SELECT id, Name FROM Account WHERE Name = '{{$json[\"Company Name\"].replace(/'/g, '\\\\\\'')}}'",
"resource": "search"
},
"typeVersion": 1,
"alwaysOutputData": false
},
{
"id": "7da1de2f-2b37-4e33-b8d4-d1dc59e94bbe",
"name": "是否找到客户?",
"type": "n8n-nodes-base.if",
"position": [
1152,
0
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json[\"Id\"] }}",
"operation": "isNotEmpty"
}
]
}
},
"typeVersion": 1
},
{
"id": "80890a2a-f6d3-4efd-92b1-6465f98f512b",
"name": "移除重复公司",
"type": "n8n-nodes-base.itemLists",
"position": [
1312,
-448
],
"parameters": {
"compare": "selectedFields",
"options": {},
"operation": "removeDuplicates",
"fieldsToCompare": {
"fields": [
{
"fieldName": "Company Name"
}
]
}
},
"typeVersion": 1
},
{
"id": "ea9afa15-77be-4d7a-a287-35d4c1c6e6c1",
"name": "为现有客户设置客户 ID",
"type": "n8n-nodes-base.renameKeys",
"position": [
1520,
-16
],
"parameters": {
"keys": {
"key": [
{
"newKey": "Account ID",
"currentKey": "Id"
}
]
},
"additionalOptions": {}
},
"typeVersion": 1
},
{
"id": "c10dea7c-96b0-4f3b-b859-af094ced51cc",
"name": "设置新客户名称",
"type": "n8n-nodes-base.set",
"position": [
1760,
-448
],
"parameters": {
"values": {
"string": [
{
"name": "id",
"value": "={{ $json[\"id\"] }}"
},
{
"name": "Name",
"value": "={{ $node[\"Remove duplicate companies\"].json[\"Company Name\"] }}"
}
]
},
"options": {},
"keepOnlySet": true
},
"typeVersion": 1
},
{
"id": "a4a2be2a-7bd9-4a70-b4d9-0df53834bdda",
"name": "创建 Salesforce 客户",
"type": "n8n-nodes-base.salesforce",
"position": [
1536,
-448
],
"parameters": {
"name": "={{ $json[\"Company Name\"] }}",
"resource": "account",
"additionalFields": {}
},
"typeVersion": 1
},
{
"id": "89f49e6f-62be-403f-9a4c-cd56e28141f3",
"name": "创建 Salesforce 联系人",
"type": "n8n-nodes-base.salesforce",
"position": [
1840,
-16
],
"parameters": {
"lastname": "={{ $json[\"Last Name\"] }}",
"resource": "contact",
"operation": "upsert",
"externalId": "Email",
"externalIdValue": "={{ $json[\"Email\"] }}",
"additionalFields": {
"email": "={{ $json[\"Email\"] }}",
"firstName": "={{ $json[\"First Name\"] }}",
"acconuntId": "={{ $json[\"Account ID\"] }}"
}
},
"typeVersion": 1
},
{
"id": "da75088c-17de-4885-a557-ac2edc84a829",
"name": "获取表格中的行",
"type": "n8n-nodes-base.googleSheets",
"position": [
-112,
-320
],
"parameters": {
"sheetName": {
"__rl": true,
"mode": "list",
"value": ""
},
"documentId": {
"__rl": true,
"mode": "list",
"value": ""
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "bNNrQVyG0f0LvHLl",
"name": "xavtwl"
}
},
"typeVersion": 4.7
},
{
"id": "c6af3549-df84-4dcc-9db8-306648e614fe",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-400,
-816
],
"parameters": {
"color": 5,
"width": 896,
"height": 704,
"content": "# 📊 第一部分:数据输入与准备"
},
"typeVersion": 1
},
{
"id": "9db710b0-ef7a-4263-8d5e-71c513951835",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
-816
],
"parameters": {
"color": 6,
"width": 496,
"height": 704,
"content": "# 🔄 第二部分:智能路由与重复检测"
},
"typeVersion": 1
},
{
"id": "b9d12003-62b6-427e-8cad-15690eb5593c",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1024,
-816
],
"parameters": {
"color": 4,
"width": 1168,
"height": 704,
"content": "# 🆕 第三部分:新公司处理"
},
"typeVersion": 1
},
{
"id": "5c83fdab-2720-4ec2-8b58-70573b61332d",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1024,
-96
],
"parameters": {
"color": 2,
"width": 1168,
"height": 848,
"content": "# ✅ 第四部分:现有公司处理"
},
"typeVersion": 1
},
{
"id": "27f3269e-e2ff-4748-88fd-e2ff31fdece5",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-400,
-96
],
"parameters": {
"color": 3,
"width": 1408,
"height": 848,
"content": "# 🎯 Salesforce-Google Sheets 公司同步(智能重复预防)"
},
"typeVersion": 1
},
{
"id": "f5516431-c30a-4724-8304-655f718015ff",
"name": "合并现有客户数据1",
"type": "n8n-nodes-base.merge",
"position": [
336,
-320
],
"parameters": {
"mode": "combine",
"options": {},
"advanced": true,
"mergeByFields": {
"values": [
{
"field1": "Company Name",
"field2": "Name"
}
]
}
},
"typeVersion": 3.2
},
{
"id": "877f4623-a915-4f7d-a5a9-22f2b595fb9d",
"name": "保留新公司",
"type": "n8n-nodes-base.merge",
"position": [
1088,
-448
],
"parameters": {
"mode": "combine",
"options": {},
"advanced": true,
"joinMode": "keepNonMatches",
"mergeByFields": {
"values": [
{
"field1": "Company Name",
"field2": "Name"
}
]
},
"outputDataFrom": "input1"
},
"typeVersion": 3.2
},
{
"id": "9e0815e5-7bc5-4254-8030-c0527c665569",
"name": "获取新公司联系人",
"type": "n8n-nodes-base.merge",
"position": [
1984,
-448
],
"parameters": {
"mode": "combine",
"options": {},
"advanced": true,
"mergeByFields": {
"values": [
{
"field1": "Company Name",
"field2": "Name"
}
]
}
},
"typeVersion": 3.2
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "9ee52df7-3400-445f-94a6-5b34de249b19",
"connections": {
"Account found?": {
"main": [
[
{
"node": "Set Account ID for existing accounts",
"type": "main",
"index": 0
}
]
]
},
"Keep new companies": {
"main": [
[
{
"node": "Remove duplicate companies",
"type": "main",
"index": 0
}
]
]
},
"Get row(s) in sheet": {
"main": [
[
{
"node": "Search Salesforce accounts",
"type": "main",
"index": 0
},
{
"node": "Merge existing account data1",
"type": "main",
"index": 0
},
{
"node": "Account found?",
"type": "main",
"index": 0
},
{
"node": "Keep new companies",
"type": "main",
"index": 0
},
{
"node": "Remove duplicate companies",
"type": "main",
"index": 0
},
{
"node": "Retrieve new company contacts",
"type": "main",
"index": 0
},
{
"node": "Create Salesforce contact",
"type": "main",
"index": 0
}
]
]
},
"Set new account name": {
"main": [
[
{
"node": "Retrieve new company contacts",
"type": "main",
"index": 1
}
]
]
},
"On clicking 'execute'": {
"main": [
[
{
"node": "Get row(s) in sheet",
"type": "main",
"index": 0
}
]
]
},
"Create Salesforce account": {
"main": [
[
{
"node": "Set new account name",
"type": "main",
"index": 0
}
]
]
},
"Remove duplicate companies": {
"main": [
[
{
"node": "Create Salesforce account",
"type": "main",
"index": 0
}
]
]
},
"Search Salesforce accounts": {
"main": [
[
{
"node": "Merge existing account data1",
"type": "main",
"index": 1
},
{
"node": "Keep new companies",
"type": "main",
"index": 1
}
]
]
},
"Merge existing account data1": {
"main": [
[
{
"node": "Account found?",
"type": "main",
"index": 0
}
]
]
},
"Retrieve new company contacts": {
"main": [
[
{
"node": "Create Salesforce contact",
"type": "main",
"index": 0
}
]
]
},
"Set Account ID for existing accounts": {
"main": [
[
{
"node": "Create Salesforce contact",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流?
复制上方的 JSON 配置代码,在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」,粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景?
高级 - 内容创作, 多模态 AI
需要付费吗?
本工作流完全免费,您可以直接导入使用。但请注意,工作流中使用的第三方服务(如 OpenAI API)可能需要您自行付费。
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