LeadBot自動運転 — Salesforceチャットから為替データ
上級
これはAI Chatbot, Multimodal AI分野の自動化ワークフローで、25個のノードを含みます。主にSlackTool, EmailSendTool, SalesforceTool, Agent, HttpRequestToolなどのノードを使用。 SalesforceとGPTを使った対話型リードキャプチャーとスケジュール調整
前提条件
- •Slack Bot Token または Webhook URL
- •Salesforce OAuth認証情報
- •ターゲットAPIの認証情報が必要な場合あり
- •OpenAI API Key
使用ノード (25)
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "79JmUxYdaGOZtJBu",
"meta": {
"instanceId": "9a562c06a632241f66aadd52a495ad98e76b760ef5cfce9c319a4759c47cd94e",
"templateCredsSetupCompleted": true
},
"name": "LeadBot Autopilot — Chat-to-Lead for Salesforce",
"tags": [],
"nodes": [
{
"id": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"name": "AI エージェント",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-592,
-176
],
"parameters": {},
"typeVersion": 2
},
{
"id": "b4fe168e-7ba0-4d22-9473-16c0ffb5d517",
"name": "OpenAI チャットモデル",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1440,
240
],
"parameters": {},
"typeVersion": 1.2
},
{
"id": "cdab5098-32c3-41a9-907f-3dfe4f9b18eb",
"name": "シンプルメモリ",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
-1168,
240
],
"parameters": {},
"typeVersion": 1.3
},
{
"id": "4a94ff2f-ed7b-484d-9df6-d1072a6071be",
"name": "check_duplicate_lead",
"type": "n8n-nodes-base.salesforceTool",
"position": [
-640,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "5d5cab80-365d-4d4d-9213-7fe5729bde5c",
"name": "Think",
"type": "@n8n/n8n-nodes-langchain.toolThink",
"position": [
-896,
240
],
"parameters": {},
"typeVersion": 1
},
{
"id": "fe1e7b13-c5fb-4386-a58e-4bc9f26bd13e",
"name": "update_lead",
"type": "n8n-nodes-base.salesforceTool",
"position": [
-384,
224
],
"parameters": {},
"typeVersion": 1
},
{
"id": "366e51dd-5b96-4352-b30e-41ede2b7be4c",
"name": "create_lead",
"type": "n8n-nodes-base.salesforceTool",
"position": [
208,
224
],
"parameters": {},
"typeVersion": 1
},
{
"id": "2590df33-645a-472c-a415-1045ff866c47",
"name": "send_notification_client",
"type": "n8n-nodes-base.emailSendTool",
"position": [
1728,
192
],
"webhookId": "13b289d5-4721-48e8-be73-545d32eb6b65",
"parameters": {},
"typeVersion": 2.1
},
{
"id": "438a6a61-1276-4a92-b891-e583c7ae2b21",
"name": "send_notification_internal",
"type": "n8n-nodes-base.slackTool",
"position": [
1376,
208
],
"webhookId": "88092685-262c-465a-b482-79323ad7f730",
"parameters": {},
"typeVersion": 2.3
},
{
"id": "addfbdaa-5bb7-4377-bb11-15a81671eb80",
"name": "get_products",
"type": "n8n-nodes-base.salesforceTool",
"position": [
-96,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "067714a0-466a-4719-a161-57aa2c138730",
"name": "get_scheduled_events",
"type": "n8n-nodes-base.salesforceTool",
"position": [
560,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "5f4149f7-08f8-4504-a520-ec6782da1933",
"name": "create_demo_event",
"type": "n8n-nodes-base.httpRequestTool",
"position": [
992,
224
],
"parameters": {},
"typeVersion": 4.2
},
{
"id": "87c19cf9-a527-4e78-89fb-ee76292c296c",
"name": "チャットメッセージ受信時",
"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": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1552,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "ef5f8c8c-a611-4d6f-95aa-5863326b5a4c",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1248,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "1d982316-ef63-49c8-8c64-72c3e01ee766",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-976,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "6a957c62-637e-4ab8-927c-c9d9d868334a",
"name": "付箋8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-704,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "efc6acb5-ad8b-4b9d-ae22-81616e628fa3",
"name": "付箋7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-448,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "6cb48cdb-da65-4275-b706-02e812fb6be1",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
-768,
-720
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "bd0c431c-ec04-41e8-87fe-76b9beeb293c",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-192,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "754ef3ef-e8d6-4ec8-aedc-3cec05a94077",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"position": [
384,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "9945d845-30f2-4f9e-abc2-a18c10b72364",
"name": "付箋6",
"type": "n8n-nodes-base.stickyNote",
"position": [
128,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "1a9b3d79-5244-4246-91da-6447bf8064f0",
"name": "付箋9",
"type": "n8n-nodes-base.stickyNote",
"position": [
848,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "de578840-b4ee-4626-b9e9-2db992997a47",
"name": "付箋10",
"type": "n8n-nodes-base.stickyNote",
"position": [
1248,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c12a218b-e386-4687-9bfe-1c7db37d16a7",
"name": "付箋11",
"type": "n8n-nodes-base.stickyNote",
"position": [
1600,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "11165388-72ce-44f0-8d0f-1dc5a534cab1",
"connections": {
"5d5cab80-365d-4d4d-9213-7fe5729bde5c": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"366e51dd-5b96-4352-b30e-41ede2b7be4c": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"fe1e7b13-c5fb-4386-a58e-4bc9f26bd13e": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"addfbdaa-5bb7-4377-bb11-15a81671eb80": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Simple Memory": {
"ai_memory": [
[
{
"node": "AI Agent",
"type": "ai_memory",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"5f4149f7-08f8-4504-a520-ec6782da1933": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"4a94ff2f-ed7b-484d-9df6-d1072a6071be": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"067714a0-466a-4719-a161-57aa2c138730": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"2590df33-645a-472c-a415-1045ff866c47": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"When chat message received": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"438a6a61-1276-4a92-b891-e583c7ae2b21": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - AIチャットボット, マルチモーダルAI
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
上級
ノード数25
カテゴリー2
ノードタイプ10
作成者
Le Nguyen
@leeseiferSalesforce 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.
外部リンク
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