How It Works This workflow transforms n8n into a smart Web Lead Form alternative to Salesforce's traditional Web-to-Lead, capturing leads, creating Salesforce records, and sending AI-personalized responses via email or SMS. - Capture Submission: User submits form data (name, email, phone, description, preference) via n8n's hosted form. - Create Lead: Maps data to a new Salesforce Lead. - Personalize Message: Uses OpenAI to generate a tailored welcome based on description and pref

How It Works This workflow transforms n8n into a smart Web Lead Form alternative to Salesforce's traditional Web-to-Lead, capturing leads, creating Salesforce records, and sending AI-personalized responses via email or SMS. - Capture Submission: User submits form data (name, email, phone, description, preference) via n8n's hosted form. - Create Lead: Maps data to a new Salesforce Lead. - Personalize Message: Uses OpenAI to generate a tailored welcome based on description and preference (detailed for email, concise for SMS). - Route Outreach: Branches to send via Twilio SMS or SMTP email depending on preference. Set Up Steps Setup takes about 15-30 minutes if you have credentials ready. Focus on connecting services; detailed configs are in workflow sticky notes. - Duplicate this template in n8n. - Add your Salesforce, OpenAI, Twilio, and SMTP credentials (no hardcoding—use n8n's credential manager). - Customize form fields if needed and test with sample data. - Activate and share the form URL on your site. n8n Web to Lead Form.json
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
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