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.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
Getting Started
Access SalesOS Connect
Go to Admin > Integrations > SalesOS Connect. This opens the n8n workflow editor.
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
Add action nodes
Connect nodes to define what happens after the trigger. Each node represents one step in the workflow.
Common Workflows
Sync New Leads to Email Marketing
Automatically add new SalesOS leads to your email marketing platform:- Trigger: SalesOS Webhook (lead.created)
- Action: Create contact in Mailchimp / SendGrid / HubSpot
- Action: Add to a specific email list based on lead source
Notify Slack on Deal Won
Post a message to Slack when a deal is closed:- Trigger: SalesOS Webhook (deal.won)
- Transform: Format the message with deal name, value, and owner
- Action: Post to Slack channel
Sync Deals to Google Sheets
Keep a spreadsheet updated with all deal data:- Trigger: Schedule (every hour)
- Action: Fetch deals from SalesOS API (updated in the last hour)
- Action: Append or update rows in Google Sheets
Create Jira Tickets from Deals
When a deal reaches a specific stage, create an implementation ticket:- Trigger: SalesOS Webhook (deal.stage_changed)
- Condition: Only if new stage is “Closed Won”
- Action: Create Jira issue with deal details
- Action: Update deal custom field with Jira ticket URL
Two-Way CRM Sync
Keep SalesOS and an external CRM in sync:- Workflow A: SalesOS Webhook → Update external CRM
- Workflow B: External CRM Webhook → Update SalesOS via API
SalesOS Nodes
SalesOS Connect includes pre-built nodes for SalesOS operations:| Node | Description |
|---|---|
| SalesOS Trigger | Receives webhook events from SalesOS |
| Get Leads | Fetch leads with filters |
| Create Lead | Create a new lead |
| Update Lead | Update an existing lead |
| Get Deals | Fetch deals with filters |
| Create Deal | Create a new deal |
| Update Deal | Update an existing deal |
| Move Deal | Move a deal to a different stage |
| Get Users | Fetch user information |
Available Integrations
SalesOS Connect supports 400+ integrations through n8n, including:- Communication
- Marketing
- Productivity
- Development
- Finance
- Slack
- Microsoft Teams
- Discord
- Telegram
- WhatsApp Business
- Gmail / Outlook
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.