LeadBot autopilot — chat-to-lead for Salesforce

Name: LeadBot autopilot — chat-to-lead for Salesforce
Availability: InStock
Author: Le Nguyen

LeadBot autopilot — chat-to-lead for Salesforce preview

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Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

LeadBot Autopilot — Chat-to-Lead for Salesforce

Description — How It Works

Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest.
Validates Inputs: Checks email/phone formats; politely re-asks if invalid.
De-dupe in Salesforce: Looks up by email; updates an existing lead if found.
Create/Update Lead: Writes to Salesforce, including ProductInterest__c.
Notify Instantly: Sends a Slack alert to your team and a personalized email to the prospect.
Close the Loop: Confirms submission and ends the chat.

Description — Set Up Steps (≈45–75 mins)

Connect Credentials (20–30 mins): Salesforce OAuth, OpenAI, Slack, SMTP.
Tune the Prompt (5–10 mins): Greeting, field order, product options.
Map Fields (10–15 mins): Name split, email/phone, ProductInterest__c.
Smoke Test (10–15 mins): Run a full chat; verify de-dupe, Slack + email.
Go Live (5–10 mins): Expose the webhook/chat entry point on your site.

Le Nguyen

12 workflows

Nodes

@n8n/n8n-nodes-langchain.chattrigger @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatopenai @n8n/n8n-nodes-langchain.memorybufferwindow n8n-nodes-base.salesforcetool @n8n/n8n-nodes-langchain.toolthink n8n-nodes-base.emailsendtool n8n-nodes-base.stickynote

Complexity

advanced

Published 16 Aug 2025

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Install path: /data/workflows/7467/7467.json

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LeadBot autopilot — chat-to-lead for Salesforce

Workflow preview

Important notice

Overview

LeadBot Autopilot — Chat-to-Lead for Salesforce

Description — How It Works

Description — Set Up Steps (≈45–75 mins)