Salesforce lead capture with GPT-4 personalized email & SMS follow-up
How It Works This workflow transforms n8n into a smart Web Lead Form alternative to Salesforce's traditional Web-to-Lead, capturing leads, creating Salesforce records, and sending AI-personalized responses via email o...
Template notes
How It Works This workflow transforms n8n into a smart Web Lead Form alternative to Salesforce's traditional Web-to-Lead, capturing leads, creating Salesforce records, and sending AI-personalized responses via email or SMS.
- Capture Submission: User submits form data (name, email, phone, description, preference) via n8n's hosted form. - Create Lead: Maps data to a new Salesforce Lead. - Personalize Message: Uses OpenAI to generate a tailored welcome based on description and preference (detailed for email, concise for SMS). - Route Outreach: Branches to send via Twilio SMS or SMTP email depending on preference.
Set Up Steps Setup takes about 15-30 minutes if you have credentials ready. Focus on connecting services; detailed configs are in workflow sticky notes.
- Duplicate this template in n8n. - Add your Salesforce, OpenAI, Twilio, and SMTP credentials (no hardcoding—use n8n's credential manager). - Customize form fields if needed and test with sample data. - Activate and share the form URL on your site.
[n8n Web to Lead Form.json](https://drive.google.com/file/d/1puZgYLD2aKcuyhyTFC-s1kCWBwNnLQ/view?usp=sharing)