LeadBot Autopilot - Chat-to-Lead for Salesforce
# LeadBot Autopilot - Chat-to-Lead for Salesforce ## Description - How It Works 1. **Greets & Guides:** Welcomes the visitor and collects info step-by-step - Full Name, Email, Mobile, Product Interest. 2. **Validates Inputs:** Checks email/phone formats; politely re-asks if invalid. 3. **De-dupe in Salesforce:** Looks up by email; updates an existing lead if found. 4. **Create/Update Lead:** Writes to Salesforce, including `ProductInterest__c`. 5. **Notify Instantly:** Sends a Slack alert to your team and a personalized email to the prospect. 6. **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, SMP. - **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.
- Platform
- n8n
- Category
- CRM - Sales
- Price
- $14.99
- Creator
- Le Nguyen
- slackTool
- stickyNote
- emailSendTool
- salesforceTool
- agent
- toolThink
- chatTrigger
- lmChatOpenAi
- memoryBufferWindow
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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