LeadBot autopilot — chat-to-lead for Salesforce

Automated chatbot that captures visitor information, validates inputs, and creates or updates leads in Salesforce with instant notifications.

workflowlead_generation

by Le Nguyenon n8n

Nodes

Triggers

Platform

n8n

Tech Stack

AI Agent

OpenAI

Salesforce

Slack

How It Works

This workflow deploys an AI-powered chatbot that guides website visitors through lead capture, collecting their name, email, phone, and product interest. It validates the information, checks for duplicates in Salesforce, then creates or updates lead records while sending instant notifications to your team via Slack and email.

Greet visitor and collect information

AI chatbot welcomes the visitor and systematically gathers full name, email, mobile number, and product interest through guided conversation.

Validate input formats

System checks email and phone number formats for accuracy, politely requesting corrections if invalid data is detected.

Search for existing leads in Salesforce

Queries Salesforce database using the email address to identify any existing lead records and prevent duplicates.

Create or update Salesforce lead record

Either creates a new lead or updates the existing record in Salesforce with collected information including product interest field.

Attached Files

workflow.json