🎣 Salesforce lead capture with GPT-4 personalized email & SMS follow-up
⚡ 2,143 views · 🎣 Lead Generation & Enrichment
Description
How It Works
This workflow transforms n8n into a smart Web Lead Form alternative to Salesforce’s traditional Web-to-Lead, capturing leads, creating Salesforce records, and sending AI-personalized responses via email or SMS.
- Capture Submission: User submits form data (name, email, phone, description, preference) via n8n’s hosted form.
- Create Lead: Maps data to a new Salesforce Lead.
- Personalize Message: Uses OpenAI to generate a tailored welcome based on description and preference (detailed for email, concise for SMS).
- Route Outreach: Branches to send via Twilio SMS or SMTP email depending on preference.
Set Up Steps
Setup takes about 15-30 minutes if you have credentials ready. Focus on connecting services; detailed configs are in workflow sticky notes.
- Duplicate this template in n8n.
- Add your Salesforce, OpenAI, Twilio, and SMTP credentials (no hardcoding—use n8n’s credential manager).
- Customize form fields if needed and test with sample data.
- Activate and share the form URL on your site.
🔗 Nodes Used
Send Email, Twilio, Salesforce, n8n Form Trigger, OpenAI
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File