LeadBot Autopilot — Chat-to-Lead for Salesforce Description — How It Works 1. Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest. 2. Validates Inputs: Checks email/phone formats; politely re-asks if invalid. 3. De-dupe in Salesforce: Looks up by email; updates an existing lead if found. 4. Create/Update Lead: Writes to Salesforce, including ProductInterestc. 5. Notify Instantly: Sends a Slack alert to
LeadBot autopilot — chat-to-lead for Salesforce is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects Slack, Salesforce, OpenAI. It's free to download. Follow the 5-step import below to go live in minutes.

LeadBot Autopilot — Chat-to-Lead for Salesforce Description — How It Works 1. Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest. 2. Validates Inputs: Checks email/phone formats; politely re-asks if invalid. 3. De-dupe in Salesforce: Looks up by email; updates an existing lead if found. 4. Create/Update Lead: Writes to Salesforce, including ProductInterestc. 5. Notify Instantly: Sends a Slack alert to your team and a personalized email to the prospect. 6. Close the Loop: Confirms submission and ends the chat. Description — Set Up Steps (≈45–75 mins) - Connect Credentials (20–30 mins): Salesforce OAuth, OpenAI, Slack, SMTP. - Tune the Prompt (5–10 mins): Greeting, field order, product options. - Map Fields (10–15 mins): Name split, email/phone, ProductInterestc. - Smoke Test (10–15 mins): Run a full chat; verify de-dupe, Slack + email. - Go Live (5–10 mins): Expose the webhook/chat entry point on your site.
Download the workflow JSON file after purchase.
Open n8n → click the menu → Import from File.
Select the downloaded JSON and import.
Set up credentials for each node that requires them.
Click Execute Workflow to test, then activate.
Setup guide included
Purchase to unlock the full step-by-step guide
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