営業

Create and Update a Salesforce Lead with a Note

Create a Salesforce lead, update its city and add a note to that lead.

Setup

Connect Salesforce with permission to create and update Leads and create legacy Note records. In Open Flow select the connection for Create lead, Update lead city and Add lead note, and allow each node’s declared Action. Run with company, last name, city and note title. In n8n, set those fields in the corresponding Salesforce nodes and connect your Salesforce credential.

Behavior

Each run creates one Lead, updates that Lead’s city and creates a title-only Note linked to it. The note is a Salesforce legacy Note record; no note body or lead status is set. Failure stops later steps, but earlier writes are not rolled back. A lost response may mean a write succeeded, so inspect Salesforce before retrying. No automatic retry is configured.

Inspiration & credits

Changes to the source

Replace example company, name, city and note title with user-provided values. Open Flow verifies the returned IDs and passes only the source fields to Salesforce Actions.

Adapted from Create and update a Salesforce lead in Zie619/n8n-workflows. The matching n8n community listing credits amudhan. The original template does not state a separate license.

The collection’s MIT notice is pinned at a later revision. This is the collection notice at that revision; it does not establish a separate original template author’s license. Our changes are listed above; see repository licensing.

MIT License

Copyright (c) 2025 Zie619

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the “Software”), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.