Templates / LeadBot autopilot — chat-to-lead for Salesforce

LeadBot autopilot — chat-to-lead for Salesforce

Ready for 3.0

by Le Nguyen ✓ · 3,416 views · created 2025-08-16 · 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 10 nodes and runs when a chat message arrives. Along the way it connects OpenAI Chat Model, Salesforce, Send Email and Slack.

How it runs

Trigger: When a chat message arrives.

  1. AI Agent: runs an AI agent, with model: OpenAI Chat Model; 6 tools (Think, create_lead, update_lead, check_duplicate_lead…); memory: Simple Memory

Services it uses

OpenAI Chat ModelSalesforceSend EmailSlack

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 (8)

From the author

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…

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

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

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