Automate Salesforce Workflows with Miniloop
Turn your Salesforce operations into repeatable, production-grade workflows. Sync leads, automate follow-ups, and connect Salesforce to your entire tech stack.
What you can automate
Connect Salesforce to your stack and let AI handle the rest
Automate lead routing and assignment
Automatically route new Salesforce leads to the right sales rep based on territory, product interest, or lead score. Update lead status and create tasks.
Sync Salesforce data across tools
Keep Salesforce opportunities, contacts, and accounts in sync with your CRM, email platform, and other business tools automatically.
Generate Salesforce reports with AI
Use AI to analyze Salesforce pipeline data and generate insights, forecasts, and reports on demand or on a schedule.
Trigger workflows from Salesforce events
Start automations when opportunities close, leads convert, or records change in Salesforce. React in real-time.
Example workflows
Real automations you can build with Salesforce
Automate lead enrichment and routing
When a new lead enters Salesforce, automatically enrich it with firmographic data, score it with AI, and route qualified leads to the right sales rep.
Best for: Sales teams and revenue operations
Sync Salesforce opportunities to Google Sheets
Automatically sync all Salesforce opportunities to a Google Sheets dashboard for reporting and analysis. Updates in real-time.
Best for: Sales managers and analysts
How to Automate Salesforce Workflows
Start with a conversation, turn it into a workflow, then run it automatically. No code required.
Describe your workflow
Tell Miniloop what you want to automate with Salesforce. For example: 'When a new lead is created in Salesforce, enrich it with company data from Apollo and assign it to the right sales rep.'
AI builds the workflow
Miniloop converts your description into a structured workflow with defined steps, data validation, and error handling.
Run automatically
Your workflow runs on a schedule, triggers from webhooks, or executes on-demand. Every run is consistent and reliable.
Often used with
Popular integrations alongside Salesforce
Salesforce workflow templates
Ready-to-use automation templates featuring Salesforce
Frequently Asked Questions
Ready to automate Salesforce?
Build your first workflow in minutes. No code required.