Templates / Salesforce lead capture with GPT-4 personalized email & SMS follow-up

Salesforce lead capture with GPT-4 personalized email & SMS follow-up

Ready for 3.0

by Le Nguyen ✓ · 2,705 views · created 2025-07-17 · Lead Generation, Multimodal AI

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 6 nodes and runs when someone submits an n8n form (“Contact Us”). Along the way it connects Salesforce, OpenAI and Twilio.

How it runs

Trigger: When someone submits an n8n form (“Contact Us”).

Create Salesforce Lead (Salesforce): uses Salesforce
OpenAI: uses OpenAI
Switch: routes items into 2 branches
Send SMS (Twilio): uses Twilio
Send Email: sends an email over SMTP

Services it uses

Salesforce OpenAI Twilio

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (6)

Salesforcen8n-nodes-base.salesforce
n8n Form Triggern8n-nodes-base.formTrigger
OpenAI@n8n/n8n-nodes-langchain.openAi
Switchn8n-nodes-base.switch
Twilion8n-nodes-base.twilio
Send Emailn8n-nodes-base.emailSend

From the author

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…
Excerpt from Le Nguyen's description on n8n.io.

View the original on n8n.io → Check your own copy

Salesforce lead capture with GPT-4 personalized email & SMS follow-up

What this workflow does

How it runs

Services it uses

Before you upgrade to n8n 3.0

Nodes used (6)

From the author

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