Automation library · Lead generation

Sync Salesforce leads and opportunities to PostgreSQL

Started by a clock, and works across Postgres and Salesforce. 17 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

Medium

Download free
17 stepsMedium: a working afternoon
2Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 2Logic 12Service 3

The steps in the order they run, from what starts it.

  1. 1Schedule Trigger (Incremental)Schedule triggerStarts it
  2. 2Manual Trigger (Historical Backfill)Manual triggerStarts it
  3. 3Set Incremental DatesCodeLogic
  4. 4Set Historical Date RangeSetLogic
  5. 5Loop Over Date PeriodsSplit In BatchesLogic
  6. 6Generate Weekly PeriodsCodeLogic
  7. 7Fetch Lead RecordsSalesforceService
  8. 8Fetch Opportunity RecordsSalesforceService
  9. 9Phone empty? (Lead)IfLogic
  10. 10Phone empty? (Opportunity)IfLogic
  11. 11Merge All StreamsMergeLogic
  12. 12Normalize Lead Phone (+62)SetLogic
  13. 13Normalize Opportunity Phone (+62)SetLogic
  14. 14Normalize Output FieldsCodeLogic
  15. 15Merge Lead with OpportunityMergeLogic
  16. 16Remove Duplicate OpportunitiesRemove DuplicatesLogic
  17. 17Upsert Rows into PostgresPostgresService

How it's built

Starts on
A clock
Steps
17, with 2 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Postgres, Salesforce
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Postgres and Salesforce accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 17 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 17 steps before you point it at anything that matters.