AutomationFlowsAI & RAG › Leadchat Booker — Conversational Lead Capture That Schedules

Leadchat Booker — Conversational Lead Capture That Schedules

ByLe Nguyen @leeseifer on n8n.io

https://crmaiinsight.com/leadbot

Chat trigger trigger★★★★☆ complexityAI-powered25 nodesAgentOpenAI ChatMemory Buffer WindowSalesforce ToolTool ThinkEmail Send ToolSlack ToolHTTP Request Tool
AI & RAG Trigger: Chat trigger Nodes: 25 Complexity: ★★★★☆ AI nodes: yes Added:

This workflow corresponds to n8n.io template #8018 — we link there as the canonical source.

This workflow follows the Agent → Chat Trigger recipe pattern — see all workflows that pair these two integrations.

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 →

Download .json
{
  "id": "79JmUxYdaGOZtJBu",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "LeadChat Booker \u2014 conversational lead capture that schedules",
  "tags": [],
  "nodes": [
    {
      "id": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
      "name": "AI Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
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        -176
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "b4fe168e-7ba0-4d22-9473-16c0ffb5d517",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1440,
        240
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "cdab5098-32c3-41a9-907f-3dfe4f9b18eb",
      "name": "Simple Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1.3
    },
    {
      "id": "4a94ff2f-ed7b-484d-9df6-d1072a6071be",
      "name": "check_duplicate_lead",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
        -640,
        208
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "5d5cab80-365d-4d4d-9213-7fe5729bde5c",
      "name": "Think",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
      "position": [
        -896,
        240
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "fe1e7b13-c5fb-4386-a58e-4bc9f26bd13e",
      "name": "update_lead",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "366e51dd-5b96-4352-b30e-41ede2b7be4c",
      "name": "create_lead",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "2590df33-645a-472c-a415-1045ff866c47",
      "name": "send_notification_client",
      "type": "n8n-nodes-base.emailSendTool",
      "position": [
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        192
      ],
      "parameters": {},
      "typeVersion": 2.1
    },
    {
      "id": "438a6a61-1276-4a92-b891-e583c7ae2b21",
      "name": "send_notification_internal",
      "type": "n8n-nodes-base.slackTool",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 2.3
    },
    {
      "id": "addfbdaa-5bb7-4377-bb11-15a81671eb80",
      "name": "get_products",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
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        208
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "067714a0-466a-4719-a161-57aa2c138730",
      "name": "get_scheduled_events",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
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        208
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "5f4149f7-08f8-4504-a520-ec6782da1933",
      "name": "create_demo_event",
      "type": "n8n-nodes-base.httpRequestTool",
      "position": [
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        224
      ],
      "parameters": {},
      "typeVersion": 4.2
    },
    {
      "id": "87c19cf9-a527-4e78-89fb-ee76292c296c",
      "name": "When chat message received",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1.1
    },
    {
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      "name": "Sticky Note3",
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    {
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      "name": "Sticky Note1",
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      "parameters": {
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      "typeVersion": 1
    },
    {
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      "name": "Sticky Note2",
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    {
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      "name": "Sticky Note8",
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      "name": "Sticky Note7",
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      "name": "Sticky Note5",
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    {
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      "name": "Sticky Note6",
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      "parameters": {
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    {
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      "name": "Sticky Note9",
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    {
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      "name": "Sticky Note10",
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      "parameters": {
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    {
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      "name": "Sticky Note11",
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      "position": [
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      "parameters": {
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      "typeVersion": 1
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  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "11165388-72ce-44f0-8d0f-1dc5a534cab1",
  "connections": {
    "Think": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "create_lead": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "update_lead": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "get_products": {
      "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
          }
        ]
      ]
    },
    "create_demo_event": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "check_duplicate_lead": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "get_scheduled_events": {
      "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
          }
        ]
      ]
    }
  }
}
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About this workflow

https://crmaiinsight.com/leadbot

Source: https://n8n.io/workflows/8018/ — original creator credit. Request a take-down →

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