LeadBot Autopilot — Conversión de chat a leads en Salesforce

Avanzado

Este es unAI Chatbot, Multimodal AIflujo de automatización del dominio deautomatización que contiene 25 nodos.Utiliza principalmente nodos como SlackTool, EmailSendTool, SalesforceTool, Agent, HttpRequestTool. Captura y programación de conversación de leads basada en Salesforce y GPT

Requisitos previos
  • Bot Token de Slack o URL de Webhook
  • Credenciales OAuth de Salesforce
  • Pueden requerirse credenciales de autenticación para la API de destino
  • Clave de API de OpenAI
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
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  "meta": {
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    "templateCredsSetupCompleted": true
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  "name": "LeadBot Autopilot — Chat-to-Lead for Salesforce",
  "tags": [],
  "nodes": [
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      "name": "Modelo de chat OpenAI",
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      "parameters": {},
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      "parameters": {},
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    },
    {
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      "name": "verificar_lead_duplicado",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
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      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "5d5cab80-365d-4d4d-9213-7fe5729bde5c",
      "name": "Pensar",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
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      "parameters": {},
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    {
      "id": "fe1e7b13-c5fb-4386-a58e-4bc9f26bd13e",
      "name": "actualizar_lead",
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      "name": "enviar_notificacion_cliente",
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      "parameters": {},
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    {
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      "name": "obtener_productos",
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      "parameters": {},
      "typeVersion": 1
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    {
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      "position": [
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      "parameters": {},
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    {
      "id": "5f4149f7-08f8-4504-a520-ec6782da1933",
      "name": "crear_evento_demo",
      "type": "n8n-nodes-base.httpRequestTool",
      "position": [
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      "parameters": {},
      "typeVersion": 4.2
    },
    {
      "id": "87c19cf9-a527-4e78-89fb-ee76292c296c",
      "name": "Cuando se recibe mensaje de chat",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
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      "webhookId": "4b996c58-6685-4122-9c56-0fdb1710af82",
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      "name": "Nota Adhesiva3",
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    {
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    {
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    {
      "id": "c12a218b-e386-4687-9bfe-1c7db37d16a7",
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  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
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  "versionId": "11165388-72ce-44f0-8d0f-1dc5a534cab1",
  "connections": {
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    },
    "OpenAI Chat Model": {
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    "87c19cf9-a527-4e78-89fb-ee76292c296c": {
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  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Chatbot de IA, IA Multimodal

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos25
Categoría2
Tipos de nodos10
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Autor
Le Nguyen

Le Nguyen

@leeseifer

Salesforce Architect with 10+ years of experience in CRM, integrations, and automation. Skilled in Apex, LWC, REST APIs, and full-stack dev (JavaScript, .NET). I build secure, scalable workflows in n8n—connecting Salesforce, Stripe, and more. Passionate about lead scoring, data sync, and secure field masking. Certified Application Architect with deep expertise in platform, integration, and data architecture.

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34