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Back to LeadBot autopilot — chat-to-lead for Salesforce

Set Up: LeadBot autopilot — chat-to-lead for Salesforce

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.

What This Automation Does
1

Greet visitor and collect information

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

2

Validate input formats

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

3

Search for existing leads in Salesforce

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

4

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.

5

Send instant notifications

Delivers real-time Slack alert to your sales team and sends personalized follow-up email to the prospect.

6

Confirm submission and close chat

Provides confirmation message to the visitor that their information was successfully submitted and ends the chat session.

Prerequisites

  • Salesforce account with OAuth credentials
  • OpenAI API key for AI chatbot functionality
  • Slack workspace with webhook access
  • SMTP email server configuration
  • Website integration for chat deployment

Services Used

OpenAISalesforce ToolEmail Send ToolSlack Tool

Services with alternatives — you can swap them in the next step.