💬 Multi-channel campaign messaging with GPT-4 and Salesforce

⚡ 587 views · 💬 Lead Nurturing & AI Sales Agents

Description

How it works

1. Fetch campaign & members from Salesforce.
2. GPT‑4 auto‑writes a channel‑appropriate, personalised outbound message.
3. Switch node sends via Twilio (SMS/WhatsApp), SMTP (Email).
4. Mark each member as processed to avoid double‑touches.
5. Error trigger notifies Slack if anything fails.

Set‑up steps

1. Time: ~10‑15 min once credentials are ready.
2. Prereqs: Active Salesforce OAuth app, Twilio account, SMTP creds, Slack app.
3. In‑flow sticky notes walk you through credential mapping, environment variables, and optional tweaks (e.g., campaign SOQL filter).

> Copy the workflow, add your keys, and run a quick manual test—after that you can place it on a cron or Salesforce trigger.

🔗 Nodes Used

Send Email, HTTP Request, Twilio, Salesforce, Schedule Trigger, OpenAI

📥 Import

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

📖 Importing guide · 🔑 Credential setup