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SalesOS Connect (n8n)

SalesOS Connect is our integration platform powered by n8n, an open-source workflow automation tool. It lets you connect SalesOS with hundreds of external services without writing code.

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What is SalesOS Connect?

SalesOS Connect provides a visual workflow builder where you can:
  • Sync data between SalesOS and other tools (CRM, email, marketing, ERP)
  • Automate multi-step processes across multiple services
  • Transform and route data based on conditions
  • Schedule recurring tasks and data syncs

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Getting Started

1

Access SalesOS Connect

Go to Admin > Integrations > SalesOS Connect. This opens the n8n workflow editor.
2

Create a new workflow

Click + New Workflow to open the visual editor.
3

Add a trigger node

Every workflow starts with a trigger. For SalesOS integration, common triggers include:
  • SalesOS Webhook — Triggered by events in SalesOS (deal closed, lead created, etc.)
  • Schedule — Run at fixed intervals (hourly, daily, weekly)
  • External Webhook — Triggered by events from other services
4

Add action nodes

Connect nodes to define what happens after the trigger. Each node represents one step in the workflow.
5

Activate the workflow

Toggle the workflow to active. It will start running when the trigger fires.

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Common Workflows

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Sync New Leads to Email Marketing

Automatically add new SalesOS leads to your email marketing platform:
  1. Trigger: SalesOS Webhook (lead.created)
  2. Action: Create contact in Mailchimp / SendGrid / HubSpot
  3. Action: Add to a specific email list based on lead source

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Notify Slack on Deal Won

Post a message to Slack when a deal is closed:
  1. Trigger: SalesOS Webhook (deal.won)
  2. Transform: Format the message with deal name, value, and owner
  3. Action: Post to Slack channel

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Sync Deals to Google Sheets

Keep a spreadsheet updated with all deal data:
  1. Trigger: Schedule (every hour)
  2. Action: Fetch deals from SalesOS API (updated in the last hour)
  3. Action: Append or update rows in Google Sheets

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Create Jira Tickets from Deals

When a deal reaches a specific stage, create an implementation ticket:
  1. Trigger: SalesOS Webhook (deal.stage_changed)
  2. Condition: Only if new stage is “Closed Won”
  3. Action: Create Jira issue with deal details
  4. Action: Update deal custom field with Jira ticket URL

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Two-Way CRM Sync

Keep SalesOS and an external CRM in sync:
  1. Workflow A: SalesOS Webhook → Update external CRM
  2. Workflow B: External CRM Webhook → Update SalesOS via API
Start with simple one-directional workflows and add complexity gradually. Two-way syncs require careful deduplication to avoid infinite loops.

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SalesOS Nodes

SalesOS Connect includes pre-built nodes for SalesOS operations:

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Available Integrations

SalesOS Connect supports 400+ integrations through n8n, including:
  • Slack
  • Microsoft Teams
  • Discord
  • Telegram
  • WhatsApp Business
  • Gmail / Outlook

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Workflow Best Practices

  • Name workflows clearly — Use descriptive names like “Sync Won Deals to Sheets” instead of “Workflow 1”
  • Test before activating — Use the manual execution button to test with real data before turning on the trigger
  • Handle errors — Add error handling nodes to catch and log failures
  • Monitor executions — Check the execution log regularly for failed runs
  • Document complex workflows — Add sticky notes in the workflow editor to explain logic
SalesOS Connect workflows run on SalesOS infrastructure. You do not need to manage your own n8n instance. Workflow execution limits depend on your subscription plan.

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Next Steps

Payments API

Charges, payouts and statement

Custom Integrations

Build from scratch with the API