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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.

Miniloop

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.

1
New lead created in Salesforce
2
Enrich with company data from Apollo
3
AI scores lead based on firmographics
4
Update Salesforce lead with score
5
Assign to sales rep based on territory

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.

1
Monitor Salesforce opportunities for changes
2
Extract opportunity data (amount, stage, owner)
3
Format data for Google Sheets
4
Update or create row in spreadsheet

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.

01

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.'

02

AI builds the workflow

Miniloop converts your description into a structured workflow with defined steps, data validation, and error handling.

03

Run automatically

Your workflow runs on a schedule, triggers from webhooks, or executes on-demand. Every run is consistent and reliable.

Frequently Asked Questions

Ready to automate Salesforce?

Build your first workflow in minutes. No code required.