Leadbot Autopilot — Chat-to-lead for Salesforce

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "id": "HVThZXxmw59rTi0T",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "LeadBot Autopilot: Chat-to-Lead for Salesforce Automation",
  "tags": [],
  "nodes": [
    {
      "id": "0e189df7-1be1-4ec7-aca1-0810787c426d",
      "name": "When chat message received",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        -940,
        -140
      ],
      "parameters": {
        "public": true,
        "options": {},
        "initialMessages": "Hi! I'm LeadBot. I'll help you submit your interest. Let's start with your full name."
      },
      "typeVersion": 1.1
    },
    {
      "id": "ca3d5237-58be-48ad-8f22-2c02ce62b882",
      "name": "AI Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -240,
        -120
      ],
      "parameters": {
        "options": {
          "systemMessage": "You are a friendly and efficient chatbot named LeadBot, designed to replace web forms. Your goal is to collect information conversationally: Full Name, Email, Mobile Phone, and Product Interest. Guide the user step-by-step, asking one piece of info at a time. Be polite, confirm inputs, and handle corrections.\nRules:\n\nStart by greeting and explaining: \"Hi! I'm LeadBot. I'll help you submit your interest. Let's start with your full name.\"\nCollect in order: Name \u2192 Email (validate format) \u2192 Mobile Phone (validate as phone number) \u2192 Product Interest ([\"CRM Software\", \"Marketing Automation\"] \u2013 present as options).\nAfter Email: Always use the 'check_duplicate_lead' tool to search for existing records by email. If duplicate found, silently proceed to update the existing record (do not ask the user).\nValidate all inputs: If invalid (e.g., bad email or phone format), politely ask again.\nOnce all info collected: Use 'create_lead' or 'update_lead' tool to submit or update the info \u2013 If there is an existing record, pass the lead_id to update_lead; otherwise, use create_lead.\nAfter success: Use 'send_notification_internal' to notify the internal team via Slack (e.g., \"New/updated interest: [Name] - [Email] - [Interest]\"), and 'send_notification_client' to send a personalized message to the client based on their product interest (e.g., email with details about the chosen interest).\nEnd conversation: \"Thanks! Your request has been logged. We'll contact you soon.\"\nIf user wants to stop: Politely end and don't submit anything.\nKeep responses concise, under 100 words.\nOnly use tools when necessary; do not hallucinate data.\nUse the 'think' tool for internal reasoning on complex decisions, like ambiguous inputs or name splitting.\n\nAvailable Tools (use function calling format):\n\ncheck_duplicate_lead: Checks for duplicate record by email.\n\nParameters: email (string, required)\nReturns: {exists: boolean, lead_id: string or null, details: {name: string, birthday: string, interest: string} or null}\n\n\nupdate_lead: Updates existing record.\n\nParameters: firstname (string), lastname (string), email (string), mobile (string), interest (string), lead_id (string)\nReturns: {success: boolean, lead_id: string, message: string}\nAlways respond in JSON if calling tools, but output natural text to user.\n\n\ncreate_lead: Creates new record.\n\nParameters: firstname (string), lastname (string), email (string), mobile (string), interest (string)\nReturns: {success: boolean, lead_id: string, message: string}\nAlways respond in JSON if calling tools, but output natural text to user.\n\n\nsend_notification_internal: Sends Slack notification to internal team about the new/updated record.\n\nParameters: lead_id (string), name (string), email (string), interest (string)\nReturns: {success: boolean, message: string}\nAlways respond in JSON if calling tools, but output natural text to user.\n\n\nsend_notification_client: Sends personalized notification to the client based on their product interest.\n\nParameters: email (string), name (string), interest (string)\nReturns: {success: boolean, message: string}\nAlways respond in JSON if calling tools, but output natural text to user.\n\n\nthink: Allows you to reflect and reason step by step before answering. Use for complex queries or decisions.\n\nParameters: none\nReturns: {thought: string} (your reasoned response for internal use)\nAlways respond in JSON if calling tools, but output natural text to user."
        }
      },
      "typeVersion": 2
    },
    {
      "id": "7c22366f-4295-4aee-a91e-89dd17a604a6",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1200,
        220
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1",
          "cachedResultName": "gpt-4.1"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "02f3e832-199a-496e-8379-7ab7689c5855",
      "name": "Simple Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        -880,
        220
      ],
      "parameters": {},
      "typeVersion": 1.3
    },
    {
      "id": "72ca5cb3-f1e1-4edd-b9fa-7ebfcba0b4ec",
      "name": "check_duplicate_lead",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
        -340,
        220
      ],
      "parameters": {
        "options": {
          "conditionsUi": {
            "conditionValues": [
              {
                "field": "Email",
                "value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('conditionValues0_Value', ``, 'string') }}"
              }
            ]
          }
        },
        "operation": "getAll",
        "returnAll": true,
        "descriptionType": "manual",
        "toolDescription": "Get many leads in Salesforce"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "1ea47fba-b284-4bc9-bc02-6d77d2ffd893",
      "name": "Think",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
      "position": [
        -600,
        220
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "9d139e15-a0c6-4be7-a14f-b4249eb1bbaf",
      "name": "update_lead",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
        -80,
        240
      ],
      "parameters": {
        "leadId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_ID', ``, 'string') }}",
        "operation": "update",
        "updateFields": {
          "email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', ``, 'string') }}",
          "lastname": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', ``, 'string') }}",
          "firstname": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', ``, 'string') }}",
          "mobilePhone": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Mobile_Phone', ``, 'string') }}",
          "customFieldsUi": {
            "customFieldsValues": [
              {
                "value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('customFieldsValues0_Value', ``, 'string') }}",
                "fieldId": "ProductInterest__c"
              }
            ]
          }
        }
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "d378581f-7736-4f2d-beb7-1b5e7cd5d483",
      "name": "create_lead",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
        180,
        240
      ],
      "parameters": {
        "company": "={{ $fromAI('Company', ``, 'string') }}",
        "lastname": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', ``, 'string') }}",
        "additionalFields": {
          "email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', ``, 'string') }}",
          "firstname": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', ``, 'string') }}",
          "mobilePhone": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Mobile_Phone', ``, 'string') }}",
          "customFieldsUi": {
            "customFieldsValues": [
              {
                "value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('customFieldsValues0_Value', ``, 'string') }}",
                "fieldId": "ProductInterest__c"
              }
            ]
          }
        }
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "12f7e77e-f03f-4163-96be-fa1fd3fcf538",
      "name": "send_notification_client",
      "type": "n8n-nodes-base.emailSendTool",
      "position": [
        720,
        220
      ],
      "parameters": {
        "html": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('HTML', ``, 'string') }}",
        "options": {},
        "subject": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Subject', ``, 'string') }}",
        "toEmail": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('To_Email', ``, 'string') }}",
        "fromEmail": "test@example.com"
      },
      "credentials": {
        "smtp": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "be44e29f-7a46-4eae-8d8c-33d8ec58f998",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2000,
        120
      ],
      "parameters": {
        "width": 600,
        "height": 520,
        "content": "## Workflow Overview\nThis workflow creates a Chat-to-Lead chatbot using AI to collect user data conversationally. It integrates with Salesforce for duplicate checks and lead CRUD, notifies teams via Slack, and sends client emails.\nKey flow:\n\n- Chat Trigger \u2192 AI Agent (with tools) \u2192 Salesforce/Notification actions.\n\n\nUses OpenAI for chat intelligence and memory for conversation state. Ensure all credentials are set before testing. Potential enhancements: Add more product options or validation regex in the prompt."
      },
      "typeVersion": 1
    },
    {
      "id": "a0bc70e3-d94f-4a7e-8c69-3922a478be2b",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -960,
        340
      ],
      "parameters": {
        "color": 3,
        "width": 260,
        "height": 320,
        "content": "## Memory Management\nSalesforce tool to query leads by email (using \"getAll\" with Email condition). Returns if a duplicate exists, with lead_id and details. Invoked after email collection.\nCredentials: Salesforce OAuth.\n\nOperation: getAll, returnAll: true, filters by email dynamically from AI."
      },
      "typeVersion": 1
    },
    {
      "id": "f22cc811-5994-471b-8a2e-6af73c2a2f95",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -680,
        340
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 320,
        "content": "## Internal Reasoning\nLangChain Think tool for AI to reason step-by-step internally (e.g., splitting names or handling ambiguities).\n\nNo params; returns thoughts for the agent.\nUsed for complex decisions without external calls.\nHelps improve accuracy in edge cases like input validation."
      },
      "typeVersion": 1
    },
    {
      "id": "468f2843-0870-4b40-a607-09041e537db7",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1300,
        340
      ],
      "parameters": {
        "color": 2,
        "width": 300,
        "height": 220,
        "content": "## Language Model\nProvides the LLM backend (GPT-4.1) for the AI Agent. Handles natural language processing, reasoning, and tool decisions.\nCredentials: OpenAI API key.\nOptions are minimal here; advanced configs like temperature can be added if needed for more creative responses."
      },
      "typeVersion": 1
    },
    {
      "id": "753b25f0-e81f-42fb-89de-3108b43b9b02",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1420,
        -220
      ],
      "parameters": {
        "width": 440,
        "height": 260,
        "content": "## Chat Trigger Step\nThis node starts the workflow on incoming chat messages (e.g., via webhook). It sets an initial greeting:\n\n\"Hi! I'm LeadBot. I'll help you submit your interest. Let's start with your full name.\"\n\nActs as the entry point for user interactions, passing messages to the AI Agent. No credentials needed;"
      },
      "typeVersion": 1
    },
    {
      "id": "5741242e-6315-4dc7-a965-c57893f9b379",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        380,
        380
      ],
      "parameters": {
        "color": 6,
        "height": 280,
        "content": "## Internal Notification\nSends Slack message to a specific user/channel (here, user U08QYRBEE3V). Text dynamically from AI (e.g., \"New/updated interest: [Name] - [Email] - [Interest]\").\n\nActs as send_notification_internal.\nCredentials: Slack API. Webhook for tool invocation."
      },
      "typeVersion": 1
    },
    {
      "id": "dbe62204-1d71-4f27-8b4d-c548b3ac47ff",
      "name": "Sticky Note6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        640,
        380
      ],
      "parameters": {
        "color": 6,
        "height": 280,
        "content": "## Client Notification \nEmails the user a personalized message based on interest.\nParams: fromEmail (fixed), toEmail, subject, HTML body \u2013 all dynamic from AI.\nUses SMTP credentials. Invoked after lead success for client-facing notification."
      },
      "typeVersion": 1
    },
    {
      "id": "236a61ef-0c2b-42fb-967f-ee1f6df2ca20",
      "name": "Sticky Note7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -140,
        380
      ],
      "parameters": {
        "color": 5,
        "height": 280,
        "content": "## Update Lead\nSalesforce tool to update an existing lead.\nParams: leadId, firstname, lastname, email, mobile, custom field (ProductInterest__c).\nInvoked if duplicate found. Credentials: Salesforce OAuth. Dynamically pulls values from AI (e.g., $fromAI expressions)."
      },
      "typeVersion": 1
    },
    {
      "id": "31de4234-4233-45d7-89ba-53d43db7542d",
      "name": "Sticky Note8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -400,
        380
      ],
      "parameters": {
        "color": 5,
        "height": 280,
        "content": "## Duplicate Check\nSalesforce tool to query leads by email (using \"getAll\" with Email condition). Returns if a duplicate exists, with lead_id and details. Invoked after email collection.\nCredentials: Salesforce OAuth.\n\nOperation: getAll, returnAll: true, filters by email dynamically from AI."
      },
      "typeVersion": 1
    },
    {
      "id": "d0ceab0d-a4bf-4020-b55b-57433716fdb3",
      "name": "Sticky Note9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        120,
        380
      ],
      "parameters": {
        "color": 5,
        "height": 280,
        "content": "## Create Lead\nSalesforce tool to create a new lead.\nParams: company (default), lastname, additional fields like email, firstname, mobile, ProductInterest__c.\nInvoked if no duplicate. Credentials: Salesforce OAuth. Uses $fromAI for dynamic data injection."
      },
      "typeVersion": 1
    },
    {
      "id": "cb4396b7-f375-485f-bdf4-bcc8b1b31bb4",
      "name": "send_notification_internal",
      "type": "n8n-nodes-base.slackTool",
      "position": [
        440,
        220
      ],
      "parameters": {
        "text": "={{ $fromAI('Message_Text', ``, 'string') }}",
        "user": {
          "__rl": true,
          "mode": "list",
          "value": "U08QYRBEE3V",
          "cachedResultName": "ai_agent"
        },
        "select": "user",
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "d0752cee-6fc3-4cc6-9ec6-087105fb6952",
      "name": "Sticky Note10",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -320,
        -400
      ],
      "parameters": {
        "width": 440,
        "height": 260,
        "content": "## Core AI Agent\nThe heart of the bot: Uses OpenAI (via connected model) to manage conversation based on the system prompt. Handles step-by-step data collection, validations, and tool calls (e.g., duplicate check, lead create/update).\n\nMemory is connected for context retention.\nTools are invoked via function calls in the prompt.\nOutput is natural text responses to the user."
      },
      "typeVersion": 1
    }
  ],
  "active": true,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "b1a21499-089f-4390-a9ba-e0d715c3d104",
  "connections": {
    "Think": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "AI Agent": {
      "main": [
        []
      ]
    },
    "create_lead": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "update_lead": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Simple Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "check_duplicate_lead": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "send_notification_client": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "When chat message received": {
      "main": [
        [
          {
            "node": "AI Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "send_notification_internal": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• openAiApi
• salesforceOAuth2Api
• slackApi
• smtp

About this workflow

Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest. Validates Inputs: Checks email/phone formats; politely re-asks if invalid. De-dupe in Salesforce: Looks up by email; updates an existing lead if found.…

Source: https://n8n.io/workflows/7467/ — original creator credit. Request a take-down →

More AI & RAG workflows → · Browse all categories →

Related workflows

Workflows that share integrations, category, or trigger type with this one. All free to copy and import.