LeadChat Booker: AI Lead Capture & Demo Scheduler

This n8n workflow powers a LeadChat Booker that engages website visitors in natural conversation to capture essential lead details—no rigid forms required. It collects full name, email, mobile (optional), and product interest while validating inputs, allowing corrections for accuracy. Upon completion, it checks Salesforce for existing leads by email: updating if found, creating new if not. Users then select from your Feature_Product__c catalog by number or name.

If interested in a demo, the bot detects or asks for the user's time zone (IANA format), scans Salesforce Events for the next 14 days, and offers free 30-minute weekday slots (09:00–17:00 UTC) after the current time. Selected slots create linked Salesforce Events instantly. Benefits include higher conversion rates from engaging chats, automated CRM hygiene, reduced manual scheduling, and seamless team alerts.

Ideal for sales teams in SaaS, finance, or any demo-driven business. Setup takes 45-90 minutes with Salesforce OAuth, OpenAI, Slack, and SMTP credentials. Customize product fields easily for your catalog. Boost lead quality, save hours on follow-ups, and close deals faster with this production-ready automation.