{ "name": "LeadBot autopilot — chat-to-lead for Salesforce", "nodes": [ { "id": "0e189df7-1be1-4ec7-aca1-0810787c426d", "name": "When chat message received", "type": "@n8n/n8n-nodes-langchain.chatTrigger", "position": [ -940, -140 ] }, { "id": "ca3d5237-58be-48ad-8f22-2c02ce62b882", "name": "AI Agent", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ -240, -120 ] }, { "id": "7c22366f-4295-4aee-a91e-89dd17a604a6", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ -1200, 220 ] }, { "id": "02f3e832-199a-496e-8379-7ab7689c5855", "name": "Simple Memory", "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow", "position": [ -880, 220 ] }, { "id": "72ca5cb3-f1e1-4edd-b9fa-7ebfcba0b4ec", "name": "check_duplicate_lead", "type": "n8n-nodes-base.salesforceTool", "position": [ -340, 220 ] }, { "id": "1ea47fba-b284-4bc9-bc02-6d77d2ffd893", "name": "Think", "type": "@n8n/n8n-nodes-langchain.toolThink", "position": [ -600, 220 ] }, { "id": "9d139e15-a0c6-4be7-a14f-b4249eb1bbaf", "name": "update_lead", "type": "n8n-nodes-base.salesforceTool", "position": [ -80, 240 ] }, { "id": "d378581f-7736-4f2d-beb7-1b5e7cd5d483", "name": "create_lead", "type": "n8n-nodes-base.salesforceTool", "position": [ 180, 240 ] }, { "id": "12f7e77e-f03f-4163-96be-fa1fd3fcf538", "name": "send_notification_client", "type": "n8n-nodes-base.emailSendTool", "position": [ 720, 220 ] }, { "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 S" } }, { "id": "a0bc70e3-d94f-4a7e-8c69-3922a478be2b", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -960, 340 ], "parameters": { "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" } }, { "id": "f22cc811-5994-471b-8a2e-6af73c2a2f95", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -680, 340 ], "parameters": { "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 decisi" } }, { "id": "468f2843-0870-4b40-a607-09041e537db7", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -1300, 340 ], "parameters": { "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; advanc" } }, { "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 y" } }, { "id": "5741242e-6315-4dc7-a965-c57893f9b379", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 380, 380 ], "parameters": { "width": null, "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_" } }, { "id": "dbe62204-1d71-4f27-8b4d-c548b3ac47ff", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ 640, 380 ], "parameters": { "width": null, "height": 280, "content": "## Client Notification \nEmails the user a personalized message based on interest.\nParams: fromEmail (fixed), toEmail, subject, HTML body – all dynamic from AI.\nUses SMTP credentials. Invoked after lea" } }, { "id": "236a61ef-0c2b-42fb-967f-ee1f6df2ca20", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ -140, 380 ], "parameters": { "width": null, "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 OA" } }, { "id": "31de4234-4233-45d7-89ba-53d43db7542d", "name": "Sticky Note8", "type": "n8n-nodes-base.stickyNote", "position": [ -400, 380 ], "parameters": { "width": null, "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: " } }, { "id": "d0ceab0d-a4bf-4020-b55b-57433716fdb3", "name": "Sticky Note9", "type": "n8n-nodes-base.stickyNote", "position": [ 120, 380 ], "parameters": { "width": null, "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: Sal" } }, { "id": "cb4396b7-f375-485f-bdf4-bcc8b1b31bb4", "name": "send_notification_internal", "type": "n8n-nodes-base.slackTool", "position": [ 440, 220 ] }, { "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., dup" } } ], "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 } ] ] } } }