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Connect Salesforce to n8n

  • Can it run every morning?

Build n8n workflows that use your Salesforce data to find where opportunities stall on a schedule, and post the result where your team works. Lemonado connects them in about 5 minutes with one Lemonado token.

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MCPhttps://mcp.lemonado.io/mcp

Why connect Salesforce to n8n?

n8n runs on triggers and schedules, so a question you ask once can become a check that runs every morning. Connected through Lemonado, it reads your Salesforce leads, opportunities, campaigns and accounts, so it can find where opportunities stall with today's numbers.

  • All your Salesforce data

    Leads and their lead source, ready to ask about.

  • Always today's numbers

    Opportunities, stages, amounts and close dates, synced from Salesforce automatically, so answers use today's numbers.

  • Connect all your tools

    Questions like "What does an opportunity cost?" use Salesforce and HubSpot, LinkedIn Ads at once.

How to connect Salesforce to n8n

Before you start

  • A Salesforce account you can sign in to
  • n8n installed
  • A Lemonado account (the free trial works)
  1. 1

    Connect Salesforce in Lemonado

    In Lemonado, open Connectors, find Salesforce and sign in. Connect with a Salesforce login whose profile can view leads, opportunities and campaigns. Sandbox orgs work too, if you want to try it there first.

  2. 2

    Turn on external access

    In the company's settings, open External tools, turn the connection on, choose which sources it can reach and copy the server URL.

    text
    https://mcp.lemonado.io/mcp
  3. 3

    Create a token in Lemonado

    In External tools, open your connection's guide, choose n8n, pick an expiry and click Generate Token. Copy it.

  4. 4

    Add the MCP Client Tool

    In your workflow, add an AI Agent node, then add an MCP Client Tool under its tools. Use node version 1.1 or later; version 1 only speaks SSE.

  5. 5

    Configure it

    Set the endpoint to the server URL, the transport to HTTP Streamable (pick it yourself on node version 1.1, which defaults to SSE) and authentication to Bearer Auth. Create a Bearer Auth credential and paste the raw token, without a "Bearer " prefix.

    text
    https://mcp.lemonado.io/mcp
  6. 6

    Test and save

    Test the connection, save the workflow and ask the agent about your data.

  7. 7

    Ask n8n about Salesforce

    Try "Every morning at 8, check yesterday's Salesforce numbers and post anything unusual to #marketing." Or ask: "Which opportunities stopped moving?" or "What did paid add to pipeline?"

Good to know

  • If the MCP Client Tool only shows an SSE Endpoint field, it's the version 1 node: replace it with a newer one. Keep the /mcp URL and choose HTTP Streamable.
  • Regenerating a token in Lemonado invalidates the old one, so update n8n when you do.

What can n8n do with Salesforce?

n8n's AI Agent reads your Salesforce data on a trigger or a schedule, then posts, logs or files the result in the next node.

n8n logon8n

Every morning at 8, check yesterday's Salesforce numbers and post anything unusual to #marketing.

Running daily. Today's post flagged one change against the 7-day average, with the number and a link to the source.

Source: Salesforce

Connect Salesforce to another AI app.

Other integrations for n8n

All n8n integrations

Reading this as an AI agent?

Everything an agent needs to set this up, in plain text. Paste this page's link into n8n and ask it to connect you, or copy the block.

For agents · markdown
# Connect Salesforce to n8n (Lemonado MCP)

- Server URL: https://mcp.lemonado.io/mcp
- Transport: Streamable HTTP
- Auth: Bearer token the user generates in Lemonado (External tools → n8n)
- In Lemonado: connect the Salesforce org. Connect with a Salesforce login whose profile can view leads, opportunities and campaigns. Sandbox orgs work too, if you want to try it there first.
- In n8n: AI Agent → MCP Client Tool

```text
https://mcp.lemonado.io/mcp
```

First question to try: "Every morning at 8, check yesterday's Salesforce numbers and post anything unusual to #marketing."

More: https://lemonado.io/integrations/salesforce · https://lemonado.io/llms.txt
FAQ

Frequently Asked Questions

Yes, through Lemonado. Connect your Salesforce org in Lemonado, add Lemonado as an MCP Client Tool on an n8n AI Agent node, and n8n can find where opportunities stall with your live data.

Yes. Salesforce's hosted MCP servers is hosted, so n8n can use it too. It covers Salesforce only. Lemonado covers Salesforce plus your ad platforms, GA4 and the rest of your stack in one connection, so n8n can answer questions across them.

Use Test step on the MCP Client Tool. A 401 means the token expired or was regenerated, so paste a new one into the Bearer credential. In Lemonado, check that Salesforce is connected and External tools is on for the company. If records are missing, check that user's profile and sharing rules. Salesforce only shares what that user can see, and your edition needs API access.

Yes, if both are connected in Lemonado. One connection reaches every source you allow, so you can ask things like "Opportunities created from Google Ads and from LinkedIn Ads this year, by month, set against what we spent on each."

MCP is included in Lemonado's paid plans and in the free trial, so you can try it before you pay.

See plans and pricing

Still have a question?

Shoot us an email at hello@lemonado.io.

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