LeadBot 自动驾驶 — Salesforce 聊天转线索
高级
这是一个AI Chatbot, Multimodal AI领域的自动化工作流，包含 25 个节点。主要使用 SlackTool, EmailSendTool, SalesforceTool, Agent, HttpRequestTool 等节点。 基于 Salesforce 和 GPT 的对话式线索捕获与日程安排
前置要求
- •Slack Bot Token 或 Webhook URL
- •Salesforce OAuth 凭证
- •可能需要目标 API 的认证凭证
- •OpenAI API Key
使用的节点 (25)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "79JmUxYdaGOZtJBu",
"meta": {
"instanceId": "9a562c06a632241f66aadd52a495ad98e76b760ef5cfce9c319a4759c47cd94e",
"templateCredsSetupCompleted": true
},
"name": "LeadBot 自动驾驶 — Salesforce 聊天转线索",
"tags": [],
"nodes": [
{
"id": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"name": "AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-592,
-176
],
"parameters": {},
"typeVersion": 2
},
{
"id": "b4fe168e-7ba0-4d22-9473-16c0ffb5d517",
"name": "OpenAI 聊天模型",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1440,
240
],
"parameters": {},
"typeVersion": 1.2
},
{
"id": "cdab5098-32c3-41a9-907f-3dfe4f9b18eb",
"name": "简单记忆",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
-1168,
240
],
"parameters": {},
"typeVersion": 1.3
},
{
"id": "4a94ff2f-ed7b-484d-9df6-d1072a6071be",
"name": "检查重复线索",
"type": "n8n-nodes-base.salesforceTool",
"position": [
-640,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "5d5cab80-365d-4d4d-9213-7fe5729bde5c",
"name": "思考",
"type": "@n8n/n8n-nodes-langchain.toolThink",
"position": [
-896,
240
],
"parameters": {},
"typeVersion": 1
},
{
"id": "fe1e7b13-c5fb-4386-a58e-4bc9f26bd13e",
"name": "更新线索",
"type": "n8n-nodes-base.salesforceTool",
"position": [
-384,
224
],
"parameters": {},
"typeVersion": 1
},
{
"id": "366e51dd-5b96-4352-b30e-41ede2b7be4c",
"name": "创建线索",
"type": "n8n-nodes-base.salesforceTool",
"position": [
208,
224
],
"parameters": {},
"typeVersion": 1
},
{
"id": "2590df33-645a-472c-a415-1045ff866c47",
"name": "发送客户端通知",
"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": "发送内部通知",
"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": "获取产品",
"type": "n8n-nodes-base.salesforceTool",
"position": [
-96,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "067714a0-466a-4719-a161-57aa2c138730",
"name": "获取预定事件",
"type": "n8n-nodes-base.salesforceTool",
"position": [
560,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "5f4149f7-08f8-4504-a520-ec6782da1933",
"name": "创建演示事件",
"type": "n8n-nodes-base.httpRequestTool",
"position": [
992,
224
],
"parameters": {},
"typeVersion": 4.2
},
{
"id": "87c19cf9-a527-4e78-89fb-ee76292c296c",
"name": "当收到聊天消息时",
"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": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1552,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "ef5f8c8c-a611-4d6f-95aa-5863326b5a4c",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1248,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "1d982316-ef63-49c8-8c64-72c3e01ee766",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-976,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "6a957c62-637e-4ab8-927c-c9d9d868334a",
"name": "便签8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-704,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "efc6acb5-ad8b-4b9d-ae22-81616e628fa3",
"name": "便签 7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-448,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "6cb48cdb-da65-4275-b706-02e812fb6be1",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-768,
-720
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "bd0c431c-ec04-41e8-87fe-76b9beeb293c",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-192,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "754ef3ef-e8d6-4ec8-aedc-3cec05a94077",
"name": "便利贴5",
"type": "n8n-nodes-base.stickyNote",
"position": [
384,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "9945d845-30f2-4f9e-abc2-a18c10b72364",
"name": "便签 6",
"type": "n8n-nodes-base.stickyNote",
"position": [
128,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "1a9b3d79-5244-4246-91da-6447bf8064f0",
"name": "便签 9",
"type": "n8n-nodes-base.stickyNote",
"position": [
848,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "de578840-b4ee-4626-b9e9-2db992997a47",
"name": "便签10",
"type": "n8n-nodes-base.stickyNote",
"position": [
1248,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c12a218b-e386-4687-9bfe-1c7db37d16a7",
"name": "便签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": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_tool",
"index": 0
}
]
]
},
"366e51dd-5b96-4352-b30e-41ede2b7be4c": {
"ai_tool": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_tool",
"index": 0
}
]
]
},
"fe1e7b13-c5fb-4386-a58e-4bc9f26bd13e": {
"ai_tool": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_tool",
"index": 0
}
]
]
},
"addfbdaa-5bb7-4377-bb11-15a81671eb80": {
"ai_tool": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_tool",
"index": 0
}
]
]
},
"cdab5098-32c3-41a9-907f-3dfe4f9b18eb": {
"ai_memory": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_memory",
"index": 0
}
]
]
},
"b4fe168e-7ba0-4d22-9473-16c0ffb5d517": {
"ai_languageModel": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"5f4149f7-08f8-4504-a520-ec6782da1933": {
"ai_tool": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_tool",
"index": 0
}
]
]
},
"4a94ff2f-ed7b-484d-9df6-d1072a6071be": {
"ai_tool": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_tool",
"index": 0
}
]
]
},
"067714a0-466a-4719-a161-57aa2c138730": {
"ai_tool": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_tool",
"index": 0
}
]
]
},
"2590df33-645a-472c-a415-1045ff866c47": {
"ai_tool": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_tool",
"index": 0
}
]
]
},
"87c19cf9-a527-4e78-89fb-ee76292c296c": {
"main": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "main",
"index": 0
}
]
]
},
"438a6a61-1276-4a92-b891-e583c7ae2b21": {
"ai_tool": [
[
{
"node": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"type": "ai_tool",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - AI 聊天机器人, 多模态 AI
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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工作流信息
难度等级
高级
节点数量25
分类2
节点类型10
作者
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.
外部链接
在 n8n.io 查看 →
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