使用GPT-4个性化邮件和短信跟进的Salesforce潜在客户捕获

• •Salesforce OAuth 凭证
• •OpenAI API Key

{
  "meta": {
    "instanceId": "9a562c06a632241f66aadd52a495ad98e76b760ef5cfce9c319a4759c47cd94e",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "ec1d0463-087c-41e4-a4c9-e1672c1bee61",
      "name": "创建Salesforce潜在客户",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        -380,
        -200
      ],
      "parameters": {
        "company": "=Web Lead {{ $json[\"Last Name\"] }}",
        "lastname": "={{ $json[\"Last Name\"] }}",
        "additionalFields": {
          "email": "={{ $json.Email }}",
          "firstname": "={{ $json[\"First Name\"] }}",
          "description": "={{ $json[\"Tell Us About Yourself (Description)\"] }}",
          "mobilePhone": "={{ $json[\"Phone (SMS)\"] }}"
        }
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "XhjgRQcYQYRIgOfD",
          "name": "Salesforce account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "3595d4f3-b3c3-4aa7-ba99-398ff7ab6fad",
      "name": "表单提交时",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        -580,
        -200
      ],
      "webhookId": "aa0154af-fba9-48fb-9d2e-60d5b90e9338",
      "parameters": {
        "options": {
          "buttonLabel": "Submit"
        },
        "formTitle": "Contact Us",
        "formFields": {
          "values": [
            {
              "fieldLabel": "First Name",
              "requiredField": true
            },
            {
              "fieldLabel": "Last Name",
              "requiredField": true
            },
            {
              "fieldType": "email",
              "fieldLabel": "Email"
            },
            {
              "fieldLabel": "Phone (SMS)"
            },
            {
              "fieldType": "textarea",
              "fieldLabel": "Tell Us About Yourself (Description)"
            },
            {
              "fieldType": "dropdown",
              "fieldLabel": "Contact Preference:",
              "fieldOptions": {
                "values": [
                  {
                    "option": "Email"
                  },
                  {
                    "option": "Phone"
                  }
                ]
              },
              "requiredField": true
            },
            {}
          ]
        },
        "formDescription": "We'll get back to you soon"
      },
      "typeVersion": 2.2
    },
    {
      "id": "4349f4a7-98a1-4805-a7b1-fcc475274eea",
      "name": "OpenAI",
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "position": [
        -160,
        -200
      ],
      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1",
          "cachedResultName": "GPT-4.1"
        },
        "options": {},
        "messages": {
          "values": [
            {
              "content": "=Create a personalized welcome message for this lead:\n{{ JSON.stringify($('On form submission').item.json)}}\n\nTailor the message to their interest in booking an n8n form creation. Make it warm and helpful."
            },
            {
              "role": "system",
              "content": "You are a friendly, professional sales assistant for an automation and software development service specializing in n8n workflows, Salesforce integrations, and custom forms. Your goal is to create engaging, personalized welcome messages that respond directly to the user's description, encouraging them to proceed with booking or next steps. \n\nAdapt the message format based on the contact preference:\n- If preference is \"Email\": Make it detailed, positive, and action-oriented (under 200 words). Include a greeting, body with personalization, call-to-action (e.g., reply or schedule), and end with your company signature: \"Best regards, [Your Company Name] Team\" and  without the Subject.\n- If preference is \"Phone (SMS)\": Keep it very concise (under 160 characters), friendly, and direct. Include a short greeting, key offer, and simple call-to-action. No signature or links; focus on quick engagement; without the Subject.\n\nAlways personalize using the user's first name, last name, and description. If the description mentions booking or creating something (e.g., an n8n form), offer specific help and suggest packages."
            }
          ]
        }
      },
      "credentials": {
        "openAiApi": {
          "id": "ciKVFfcmd36noEnL",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.8
    },
    {
      "id": "cac8625a-bd57-48b1-b98f-70daa4561c7c",
      "name": "条件分支",
      "type": "n8n-nodes-base.switch",
      "position": [
        200,
        -200
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "72c22b5b-16f6-424f-b3eb-e93da457e797",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $('On form submission').item.json[\"Contact Preference:\"] }}",
                    "rightValue": "Phone (SMS)"
                  }
                ]
              }
            },
            {
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "8d42ed48-0064-4a5f-b924-a7968a91c919",
                    "operator": {
                      "name": "filter.operator.equals",
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $('On form submission').item.json[\"Contact Preference:\"] }}",
                    "rightValue": "Email"
                  }
                ]
              }
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 3.2
    },
    {
      "id": "05b99b9d-a6ce-44a1-9269-508b7afce052",
      "name": "发送短信",
      "type": "n8n-nodes-base.twilio",
      "notes": "Send SMS using Twilio",
      "position": [
        520,
        -300
      ],
      "parameters": {
        "to": "={{ $('On form submission').item.json[\"Phone (SMS)\"] }}",
        "from": "phoneNumber",
        "message": "={{ $('OpenAI').item.json.message.content }}",
        "options": {}
      },
      "credentials": {
        "twilioApi": {
          "id": "vM2JERicK76paC8V",
          "name": "Twilio account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "5d392311-853e-4e97-a436-874cc891bc6b",
      "name": "发送邮件",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        520,
        -80
      ],
      "webhookId": "653bd18e-774f-45aa-b28f-858e1a2bba32",
      "parameters": {
        "text": "={{ $('OpenAI').item.json.message.content }}",
        "options": {},
        "subject": "=Welcome {{ $('On form submission').item.json[\"First Name\"] }}",
        "toEmail": "={{ $('On form submission').item.json.Email }}",
        "fromEmail": "emailPlaceholder",
        "emailFormat": "text"
      },
      "credentials": {
        "smtp": {
          "id": "JNtQ5FosqXaLKi5O",
          "name": "SMTP account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "10d1bb22-1c6e-4762-937a-f4d1cbba7259",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -960,
        -480
      ],
      "parameters": {
        "width": 320,
        "height": 460,
        "content": "## n8n网页潜在客户表单替代Salesforce Web-to-Lead"
      },
      "typeVersion": 1
    }
  ],
  "pinData": {
    "On form submission": [
      {
        "Email": "alex.kim@example.com",
        "formMode": "live",
        "Last Name": "Kim",
        "First Name": "Alex",
        "Phone (SMS)": "1234567890",
        "submittedAt": "2025-07-18T10:00:00.000-04:00",
        "Contact Preference:": "Phone (SMS)",
        "Tell Us About Yourself (Description)": "I'm looking for a packaged software developer solution to build a custom CRM integration with n8n and Salesforce. Need something scalable for my startup."
      }
    ]
  },
  "connections": {
    "OpenAI": {
      "main": [
        [
          {
            "node": "Switch",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Switch": {
      "main": [
        [
          {
            "node": "Send SMS",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Send Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "On form submission": {
      "main": [
        [
          {
            "node": "Create Salesforce Lead",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create Salesforce Lead": {
      "main": [
        [
          {
            "node": "OpenAI",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}