LeadBot Autopilot: Conversión de chat a leads para automatización de Salesforce

• •Bot Token de Slack o URL de Webhook
• •Credenciales OAuth de Salesforce
• •Clave de API de OpenAI

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  "name": "LeadBot Autopilot: Chat-to-Lead for Salesforce Automation",
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  "nodes": [
    {
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      "name": "Al recibir mensaje de chat",
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      "webhookId": "67253c51-a3e8-4657-bf6e-e65174788ecb",
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        "initialMessages": "Hi! I'm LeadBot. I'll help you submit your interest. Let's start with your full name."
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          "systemMessage": "You are a friendly and efficient chatbot named LeadBot, designed to replace web forms. Your goal is to collect information conversationally: Full Name, Email, Mobile Phone, and Product Interest. Guide the user step-by-step, asking one piece of info at a time. Be polite, confirm inputs, and handle corrections.\nRules:\n\nStart by greeting and explaining: \"Hi! I'm LeadBot. I'll help you submit your interest. Let's start with your full name.\"\nCollect in order: Name → Email (validate format) → Mobile Phone (validate as phone number) → Product Interest ([\"CRM Software\", \"Marketing Automation\"] – present as options).\nAfter Email: Always use the 'check_duplicate_lead' tool to search for existing records by email. If duplicate found, silently proceed to update the existing record (do not ask the user).\nValidate all inputs: If invalid (e.g., bad email or phone format), politely ask again.\nOnce all info collected: Use 'create_lead' or 'update_lead' tool to submit or update the info – If there is an existing record, pass the lead_id to update_lead; otherwise, use create_lead.\nAfter success: Use 'send_notification_internal' to notify the internal team via Slack (e.g., \"New/updated interest: [Name] - [Email] - [Interest]\"), and 'send_notification_client' to send a personalized message to the client based on their product interest (e.g., email with details about the chosen interest).\nEnd conversation: \"Thanks! Your request has been logged. We'll contact you soon.\"\nIf user wants to stop: Politely end and don't submit anything.\nKeep responses concise, under 100 words.\nOnly use tools when necessary; do not hallucinate data.\nUse the 'think' tool for internal reasoning on complex decisions, like ambiguous inputs or name splitting.\n\nAvailable Tools (use function calling format):\n\ncheck_duplicate_lead: Checks for duplicate record by email.\n\nParameters: email (string, required)\nReturns: {exists: boolean, lead_id: string or null, details: {name: string, birthday: string, interest: string} or null}\n\n\nupdate_lead: Updates existing record.\n\nParameters: firstname (string), lastname (string), email (string), mobile (string), interest (string), lead_id (string)\nReturns: {success: boolean, lead_id: string, message: string}\nAlways respond in JSON if calling tools, but output natural text to user.\n\n\ncreate_lead: Creates new record.\n\nParameters: firstname (string), lastname (string), email (string), mobile (string), interest (string)\nReturns: {success: boolean, lead_id: string, message: string}\nAlways respond in JSON if calling tools, but output natural text to user.\n\n\nsend_notification_internal: Sends Slack notification to internal team about the new/updated record.\n\nParameters: lead_id (string), name (string), email (string), interest (string)\nReturns: {success: boolean, message: string}\nAlways respond in JSON if calling tools, but output natural text to user.\n\n\nsend_notification_client: Sends personalized notification to the client based on their product interest.\n\nParameters: email (string), name (string), interest (string)\nReturns: {success: boolean, message: string}\nAlways respond in JSON if calling tools, but output natural text to user.\n\n\nthink: Allows you to reflect and reason step by step before answering. Use for complex queries or decisions.\n\nParameters: none\nReturns: {thought: string} (your reasoned response for internal use)\nAlways respond in JSON if calling tools, but output natural text to user."
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          "value": "gpt-4.1",
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      "credentials": {
        "openAiApi": {
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          "name": "OpenAi account"
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    {
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      "type": "n8n-nodes-base.salesforceTool",
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      "parameters": {
        "options": {
          "conditionsUi": {
            "conditionValues": [
              {
                "field": "Email",
                "value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('conditionValues0_Value', ``, 'string') }}"
              }
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        },
        "operation": "getAll",
        "returnAll": true,
        "descriptionType": "manual",
        "toolDescription": "Get many leads in Salesforce"
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      "name": "update_lead",
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      "parameters": {
        "leadId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_ID', ``, 'string') }}",
        "operation": "update",
        "updateFields": {
          "email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', ``, 'string') }}",
          "lastname": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', ``, 'string') }}",
          "firstname": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', ``, 'string') }}",
          "mobilePhone": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Mobile_Phone', ``, 'string') }}",
          "customFieldsUi": {
            "customFieldsValues": [
              {
                "value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('customFieldsValues0_Value', ``, 'string') }}",
                "fieldId": "ProductInterest__c"
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      "position": [
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      "parameters": {
        "company": "={{ $fromAI('Company', ``, 'string') }}",
        "lastname": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', ``, 'string') }}",
        "additionalFields": {
          "email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', ``, 'string') }}",
          "firstname": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', ``, 'string') }}",
          "mobilePhone": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Mobile_Phone', ``, 'string') }}",
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      "webhookId": "e415e952-e26b-471c-b8f3-002de9842a74",
      "parameters": {
        "html": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('HTML', ``, 'string') }}",
        "options": {},
        "subject": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Subject', ``, 'string') }}",
        "toEmail": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('To_Email', ``, 'string') }}",
        "fromEmail": "test@example.com"
      },
      "credentials": {
        "smtp": {
          "id": "JNtQ5FosqXaLKi5O",
          "name": "SMTP account"
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      "parameters": {
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        "height": 520,
        "content": "## Workflow Overview\nThis workflow creates a Chat-to-Lead chatbot using AI to collect user data conversationally. It integrates with Salesforce for duplicate checks and lead CRUD, notifies teams via Slack, and sends client emails.\nKey flow:\n\n- Chat Trigger → AI Agent (with tools) → Salesforce/Notification actions.\n\n\nUses OpenAI for chat intelligence and memory for conversation state. Ensure all credentials are set before testing. Potential enhancements: Add more product options or validation regex in the prompt."
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      "typeVersion": 1
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      "name": "Nota adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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        340
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      "parameters": {
        "color": 3,
        "width": 260,
        "height": 320,
        "content": "## Memory Management\nSalesforce tool to query leads by email (using \"getAll\" with Email condition). Returns if a duplicate exists, with lead_id and details. Invoked after email collection.\nCredentials: Salesforce OAuth.\n\nOperation: getAll, returnAll: true, filters by email dynamically from AI."
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      "typeVersion": 1
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      "name": "Nota adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -680,
        340
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 320,
        "content": "## Internal Reasoning\nLangChain Think tool for AI to reason step-by-step internally (e.g., splitting names or handling ambiguities).\n\nNo params; returns thoughts for the agent.\nUsed for complex decisions without external calls.\nHelps improve accuracy in edge cases like input validation."
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      "typeVersion": 1
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      "position": [
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      "parameters": {
        "color": 2,
        "width": 300,
        "height": 220,
        "content": "## Language Model\nProvides the LLM backend (GPT-4.1) for the AI Agent. Handles natural language processing, reasoning, and tool decisions.\nCredentials: OpenAI API key.\nOptions are minimal here; advanced configs like temperature can be added if needed for more creative responses."
      },
      "typeVersion": 1
    },
    {
      "id": "753b25f0-e81f-42fb-89de-3108b43b9b02",
      "name": "Nota adhesiva4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1420,
        -220
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      "parameters": {
        "width": 440,
        "height": 260,
        "content": "## Chat Trigger Step\nThis node starts the workflow on incoming chat messages (e.g., via webhook). It sets an initial greeting:\n\n\"Hi! I'm LeadBot. I'll help you submit your interest. Let's start with your full name.\"\n\nActs as the entry point for user interactions, passing messages to the AI Agent. No credentials needed;"
      },
      "typeVersion": 1
    },
    {
      "id": "5741242e-6315-4dc7-a965-c57893f9b379",
      "name": "Nota adhesiva5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        380,
        380
      ],
      "parameters": {
        "color": 6,
        "height": 280,
        "content": "## Internal Notification\nSends Slack message to a specific user/channel (here, user U08QYRBEE3V). Text dynamically from AI (e.g., \"New/updated interest: [Name] - [Email] - [Interest]\").\n\nActs as send_notification_internal.\nCredentials: Slack API. Webhook for tool invocation."
      },
      "typeVersion": 1
    },
    {
      "id": "dbe62204-1d71-4f27-8b4d-c548b3ac47ff",
      "name": "Nota adhesiva6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        640,
        380
      ],
      "parameters": {
        "color": 6,
        "height": 280,
        "content": "## Client Notification \nEmails the user a personalized message based on interest.\nParams: fromEmail (fixed), toEmail, subject, HTML body – all dynamic from AI.\nUses SMTP credentials. Invoked after lead success for client-facing notification."
      },
      "typeVersion": 1
    },
    {
      "id": "236a61ef-0c2b-42fb-967f-ee1f6df2ca20",
      "name": "Nota adhesiva7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -140,
        380
      ],
      "parameters": {
        "color": 5,
        "height": 280,
        "content": "## Update Lead\nSalesforce tool to update an existing lead.\nParams: leadId, firstname, lastname, email, mobile, custom field (ProductInterest__c).\nInvoked if duplicate found. Credentials: Salesforce OAuth. Dynamically pulls values from AI (e.g., $fromAI expressions)."
      },
      "typeVersion": 1
    },
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      "name": "Nota adhesiva8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -400,
        380
      ],
      "parameters": {
        "color": 5,
        "height": 280,
        "content": "## Duplicate Check\nSalesforce tool to query leads by email (using \"getAll\" with Email condition). Returns if a duplicate exists, with lead_id and details. Invoked after email collection.\nCredentials: Salesforce OAuth.\n\nOperation: getAll, returnAll: true, filters by email dynamically from AI."
      },
      "typeVersion": 1
    },
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      "type": "n8n-nodes-base.stickyNote",
      "position": [
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        380
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      "parameters": {
        "color": 5,
        "height": 280,
        "content": "## Create Lead\nSalesforce tool to create a new lead.\nParams: company (default), lastname, additional fields like email, firstname, mobile, ProductInterest__c.\nInvoked if no duplicate. Credentials: Salesforce OAuth. Uses $fromAI for dynamic data injection."
      },
      "typeVersion": 1
    },
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      "name": "send_notification_internal",
      "type": "n8n-nodes-base.slackTool",
      "position": [
        440,
        220
      ],
      "webhookId": "d9d3dc88-ffaf-4469-8736-805be0ff8f81",
      "parameters": {
        "text": "={{ $fromAI('Message_Text', ``, 'string') }}",
        "user": {
          "__rl": true,
          "mode": "list",
          "value": "U08QYRBEE3V",
          "cachedResultName": "ai_agent"
        },
        "select": "user",
        "otherOptions": {}
      },
      "credentials": {
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          "id": "RS6fmPwwNPKGfeZC",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
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      "type": "n8n-nodes-base.stickyNote",
      "position": [
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        "height": 260,
        "content": "## Core AI Agent\nThe heart of the bot: Uses OpenAI (via connected model) to manage conversation based on the system prompt. Handles step-by-step data collection, validations, and tool calls (e.g., duplicate check, lead create/update).\n\nMemory is connected for context retention.\nTools are invoked via function calls in the prompt.\nOutput is natural text responses to the user."
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      "typeVersion": 1
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