LeadBot Autopilot — Salesforce Chat zu Lead

Experte

Dies ist ein AI Chatbot, Multimodal AI-Bereich Automatisierungsworkflow mit 25 Nodes. Hauptsächlich werden SlackTool, EmailSendTool, SalesforceTool, Agent, HttpRequestTool und andere Nodes verwendet. Gesprächsbasierte Lead-Erfassung und Terminplanung basierend auf Salesforce und GPT

Voraussetzungen
  • Slack Bot Token oder Webhook URL
  • Salesforce OAuth-Anmeldedaten
  • Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
  • OpenAI API Key
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "id": "79JmUxYdaGOZtJBu",
  "meta": {
    "instanceId": "9a562c06a632241f66aadd52a495ad98e76b760ef5cfce9c319a4759c47cd94e",
    "templateCredsSetupCompleted": true
  },
  "name": "LeadBot Autopilot — Chat-to-Lead for Salesforce",
  "tags": [],
  "nodes": [
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      "id": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
      "name": "KI-Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
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      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "b4fe168e-7ba0-4d22-9473-16c0ffb5d517",
      "name": "OpenAI Chat-Modell",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
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        240
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "cdab5098-32c3-41a9-907f-3dfe4f9b18eb",
      "name": "Einfacher Speicher",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1.3
    },
    {
      "id": "4a94ff2f-ed7b-484d-9df6-d1072a6071be",
      "name": "Lead-Duplikat prüfen",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
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        208
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "5d5cab80-365d-4d4d-9213-7fe5729bde5c",
      "name": "Denken",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "fe1e7b13-c5fb-4386-a58e-4bc9f26bd13e",
      "name": "Lead aktualisieren",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
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        224
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "366e51dd-5b96-4352-b30e-41ede2b7be4c",
      "name": "Lead erstellen",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
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        224
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "2590df33-645a-472c-a415-1045ff866c47",
      "name": "Benachrichtigung an Kunden senden",
      "type": "n8n-nodes-base.emailSendTool",
      "position": [
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        192
      ],
      "webhookId": "13b289d5-4721-48e8-be73-545d32eb6b65",
      "parameters": {},
      "typeVersion": 2.1
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    {
      "id": "438a6a61-1276-4a92-b891-e583c7ae2b21",
      "name": "Interne Benachrichtigung senden",
      "type": "n8n-nodes-base.slackTool",
      "position": [
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        208
      ],
      "webhookId": "88092685-262c-465a-b482-79323ad7f730",
      "parameters": {},
      "typeVersion": 2.3
    },
    {
      "id": "addfbdaa-5bb7-4377-bb11-15a81671eb80",
      "name": "Produkte abrufen",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
        -96,
        208
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "067714a0-466a-4719-a161-57aa2c138730",
      "name": "Geplante Ereignisse abrufen",
      "type": "n8n-nodes-base.salesforceTool",
      "position": [
        560,
        208
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "5f4149f7-08f8-4504-a520-ec6782da1933",
      "name": "Demo-Termin erstellen",
      "type": "n8n-nodes-base.httpRequestTool",
      "position": [
        992,
        224
      ],
      "parameters": {},
      "typeVersion": 4.2
    },
    {
      "id": "87c19cf9-a527-4e78-89fb-ee76292c296c",
      "name": "Wenn Chat-Nachricht empfangen",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        -1296,
        -128
      ],
      "webhookId": "4b996c58-6685-4122-9c56-0fdb1710af82",
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "3f787468-e67d-49be-98b3-ab713e331585",
      "name": "Haftnotiz3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1552,
        352
      ],
      "parameters": {
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      "typeVersion": 1
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    {
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      "name": "Haftnotiz1",
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      "typeVersion": 1
    },
    {
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      "name": "Haftnotiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
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      "typeVersion": 1
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    {
      "id": "6a957c62-637e-4ab8-927c-c9d9d868334a",
      "name": "Haftnotiz8",
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    {
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    {
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    {
      "id": "754ef3ef-e8d6-4ec8-aedc-3cec05a94077",
      "name": "Haftnotiz5",
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    {
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    {
      "id": "1a9b3d79-5244-4246-91da-6447bf8064f0",
      "name": "Haftnotiz9",
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      "position": [
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      "parameters": {
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      "typeVersion": 1
    },
    {
      "id": "de578840-b4ee-4626-b9e9-2db992997a47",
      "name": "Haftnotiz10",
      "type": "n8n-nodes-base.stickyNote",
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      "parameters": {
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      "typeVersion": 1
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    {
      "id": "c12a218b-e386-4687-9bfe-1c7db37d16a7",
      "name": "Haftnotiz11",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
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      "typeVersion": 1
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  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "11165388-72ce-44f0-8d0f-1dc5a534cab1",
  "connections": {
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}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Experte - KI-Chatbot, Multimodales KI

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Experte
Anzahl der Nodes25
Kategorie2
Node-Typen10
Schwierigkeitsbeschreibung

Für fortgeschrittene Benutzer, komplexe Workflows mit 16+ Nodes

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.

Externe Links
Auf n8n.io ansehen

Diesen Workflow teilen

Kategorien

Kategorien: 34