# 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
Free
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.