LeadChat Booker: AI Chat Lead Capture & Scheduler
AI-powered chatbot captures leads conversationally (name, email, phone, interests), de-dupes in Salesforce, enables product selection, optional demo booking, and sends Slack/email notifications.
This workflow deploys a conversational LeadBot that engages website visitors in a natural chat to collect essential lead details: full name, email, mobile (optional), and product interest. It validates inputs, allows corrections, and ensures a frictionless experience without forms. Upon completion, it checks Salesforce for duplicates by email, updating existing leads or creating new ones seamlessly.
Next, it dynamically pulls your Feature_Product__c records (name and description) for user selec
- Platform
- n8n
- Category
- Marketing
- Price
- $27.99
- Creator
- Tomas Zielinski
- lead-generation
- salesforce
- chatbot
- ai-conversation
- scheduling
- openai
- slack
- email-automation
- crm
- sales
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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