LeadBot autopilot — chat-to-lead for Salesforce
Sales & CRM workflow for n8n with 10 active steps. Starts with Chat Trigger. Uses OpenAI. Integrations include OpenAI, Salesforce, SMTP email, Slack.
What it does
10 active nodes · Starts with Chat Trigger.
Steps in the template include:
- When chat message received (Chat Trigger)
- AI Agent (AI Agent)
- OpenAI Chat Model (OpenAI Chat Model)
- Simple Memory (Simple Memory)
Nodes and integrations
- Chat Trigger
- AI Agent
- OpenAI Chat Model
- Simple Memory
- salesforce Tool ×3
- Think Tool
- email Send Tool
- slack Tool
See the author’s step names
- When chat message received (Chat Trigger)
- AI Agent (AI Agent)
- OpenAI Chat Model (OpenAI Chat Model)
- Simple Memory (Simple Memory)
- check_duplicate_lead (salesforce Tool) — getAll
- Think (Think Tool)
- update_lead (salesforce Tool) — update
- create_lead (salesforce Tool)
- send_notification_client (email Send Tool)
- send_notification_internal (slack Tool)
Accounts and credentials
- OpenAI access
- Salesforce
- SMTP email
- Slack
Credential types in the graph: openAiApi, salesforceOAuth2Api, smtp, slackApi
AI models and swaps
OpenAI · Chat
gpt-4.1 in OpenAI Chat Model. Potentially swappable with a compatible n8n chat model node. Match tool calling before testing.
Inputs and setup options
- When chat message received: public chat is enabled in the template
Resource information
- Credit basis
- Author listed by n8n
- Pricing
- Template access shown on n8n
- License
- Not specified
- Last record update
- Nov 5, 2026