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n8n templateFreeBy Le Nguyen

Multi-channel campaign messaging with GPT-4 and Salesforce

How it works 1. Fetch campaign & members from Salesforce. 2. GPT‑4 auto‑writes a channel‑appropriate, personalised outbound message. 3. Switch node sends via Twilio (SMS/WhatsApp), SMTP (Email). 4. Mark each member as...

CommunicationHITLCore NodesDevelopmentSalesAILangchainTwilio
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Template notes

How it works 1. Fetch campaign & members from Salesforce. 2. GPT‑4 auto‑writes a channel‑appropriate, personalised outbound message. 3. Switch node sends via Twilio (SMS/WhatsApp), SMTP (Email). 4. Mark each member as processed to avoid double‑touches. 5. Error trigger notifies Slack if anything fails.

Set‑up steps 1. Time: ~10‑15 min once credentials are ready. 2. Prereqs: Active Salesforce OAuth app, Twilio account, SMTP creds, Slack app. 3. In‑flow sticky notes walk you through credential mapping, environment variables, and optional tweaks (e.g., campaign SOQL filter).

> Copy the workflow, add your keys, and run a quick manual test—after that you can place it on a cron or Salesforce trigger.