🎣 LeadBot autopilot — chat-to-lead for Salesforce

⚡ 2,343 views · 🎣 Lead Generation & Enrichment

Description

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, SMTP.
• 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.

🔗 Nodes Used

AI Agent, OpenAI Chat Model, Simple Memory, Chat Trigger, Think Tool

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup