Can Landbot connect with Salesforce?

Yes, Landbot can connect with Salesforce using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Landbot and Salesforce. Configure nodes for Landbot and Salesforce in the n8n interface, specifying actions and triggers to set up their connection.

Can I use Landbot’s API with n8n?

Yes, with n8n, you can programmatically interact with Landbot’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Salesforce’s API with n8n?

Yes, with n8n, you can programmatically interact with Salesforce’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating Landbot and Salesforce?

Yes, it is safe to use n8n to integrate Landbot and Salesforce. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with Landbot and Salesforce integration in n8n.io?

To start integrating Landbot and Salesforce in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

Landbot and Salesforce: Automate Workflows with n8n

How to connect Landbot and Salesforce

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Landbot and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and Landbot nodes (using the HTTP Request node)

You can find the Salesforce node in the nodes panel and drag it onto your workflow canvas. To add the Landbot app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Landbot. Configure Landbot and Salesforce one by one: input data on the left, parameters in the middle, and output data on the right.

Salesforce and Landbot integration: Add and configure Salesforce and Landbot nodes

Step 3: Connect Salesforce and Landbot

A connection establishes a link between Salesforce and Landbot (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Salesforce and Landbot integration: Connect Salesforce and Landbot

Step 4: Customize and extend your Salesforce and Landbot integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Salesforce and Landbot with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Salesforce and Landbot integration: Customize and extend your Salesforce and Landbot integration

Step 5: Test and activate your Landbot and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Landbot to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Salesforce and Landbot integration: Test and activate your Salesforce and Landbot workflow

Build your own Landbot and Salesforce integration

Create custom Landbot and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported API Endpoints for Landbot

To set up Landbot integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Landbot to query the data you need using the API endpoint URLs you provide.

Get channel data

Returns channel data of a specified channel ID.

GET

/v1/channels/:channel_id/

List channels

Returns your channels data.

GET

/v1/channels/

Create hook

Creates a message hook for the specified channel

POST

/v1/channels/:channel_id/message_hooks/

Delete hook

Deletes a specific message hook from a channel

DELETE

/v1/channels/:channel_id/message_hooks/:hook_id/

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Landbot official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

List WhatsApp templates

Returns your WhatsApp templates data.

GET

/v1/channels/whatsapp_templates/

List whatsapp templates

Returns whatsapp templates to send with more than one channel.

GET

/v1/channels/whatsapp/templates/

Opt out customer

Delete opt-ins of a specific customer.

DELETE

/v1/customers/:customer_id/opt_out/

Send template

Sends template message to a specific customer.

POST

/v1/customers/:customer_id/send_template/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Delete customer

Deletes a specified customer by ID.

DELETE

/v1/customers/:customer_id

Get customer data

Returns data of a specified customer ID.

GET

/v1/customers/:customer_id/

List customers

Returns a list of all customers.

GET

/v1/customers/

Send WhatsApp template

Sends a WhatsApp template to a specified customer.

POST

/v1/customers/:customer_id/send_template

Send image

Sends an image to a specified customer.

POST

/v1/customers/:customer_id/send_image

Send location

Sends a location to a specified customer.

POST

/v1/customers/:customer_id/send_location

Send text

Sends a text message to a specified customer.

POST

/v1/customers/:customer_id/send_text

Archive customer

Archives a specified customer by ID.

PUT

/v1/customers/:customer_id/archive

Unarchive customer

Unarchives a specified customer by ID.

PUT

/v1/customers/:customer_id/unarchive

Archive customer

Archives a specific customer.

PUT

/v1/customers/:customer_id/archive/

Assign bot to customer

Assigns a specific customer to a specific bot.

PUT

/v1/customers/:customer_id/assign_bot/:bot_id/

Assign customer to agent

Assigns :customer_id to :agent_id

PUT

/v1/customers/:customer_id/assign/:agent_id/

Assign customer to self

Assigns :customer_id to you

PUT

/v1/customers/:customer_id/assign/

Block customer

Blocks :customer_id

PUT

/v1/customers/:customer_id/block/

Delete customer

Delete customer :customer_id

DELETE

/v1/customers/:customer_id/

Send image

Sends an image message to a specific customer by customer_id.

POST

/v1/customers/:customer_id/send_image/

Send location

Sends a location message to a specific customer by customer_id.

POST

/v1/customers/:customer_id/send_location/

Send text message

Sends a text message to a specified customer.

POST

/v1/customers/:customer_id/send_text/

Unarchive customer

Unarchives a specified customer.

PUT

/v1/customers/:customer_id/unarchive/

Unassign customer

Unassigns a specified customer.

PUT

/v1/customers/:customer_id/unassign/

Unblock customer

Unblocks a specified customer.

PUT

/v1/customers/:customer_id/unblock/

Delete field

Deletes field :field_name from customer with id :customer_id

DELETE

/v1/customers/:customer_id/fields/:field_name/

Create customer

Create a new customer entry.

POST

/v1/customers/

Read customer

Read specific customer details by token.

POST

/v1/customers/:customer_token/read

Update customer

Update details for an existing customer by token.

PUT

/v1/customers/:customer_token

Read customer

Read customer information based on customer token.

POST

/v1/customers/:customer_token/read/

Update customer

Update customer details based on customer token.

PUT

/v1/customers/:customer_token/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Create customer field

Creates a new customer field.

POST

/v1/customers/:customer_id/fields

Delete customer field

Deletes a specified customer field.

DELETE

/v1/customers/:customer_id/fields/:field_name

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Create message hook

Creates a new message hook for a specific channel.

POST

/v1/channels/:channel_id/message_hooks

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Change field value

Changes the value of a specified field for a customer.

PUT

/v1/customers/:customer_id/fields/:field_name/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get data

Get data of a specific agent by ID.

GET

/v1/agents/:agent_id/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Send message

Send a message to a customer with a given token.

POST

/v1/send/:customer_token/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Send messages

Send messages to the specified webhook URL.

POST

:your_webhook_url

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users

Sales
Tutorial

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi

FAQs

Can Landbot connect with Salesforce?
Can I use Landbot’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating Landbot and Salesforce?
How to get started with Landbot and Salesforce integration in n8n.io?

Landbot and Salesforce integration

How to connect Landbot and Salesforce

Step 1: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and Landbot nodes (using the HTTP Request node)

Step 3: Connect Salesforce and Landbot

Step 4: Customize and extend your Salesforce and Landbot integration

Step 5: Test and activate your Landbot and Salesforce workflow

Build your own Landbot and Salesforce integration

Supported API Endpoints for Landbot

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

Salesforce supported actions

Landbot and Salesforce integration details

Save engineering resources

Supercharge your CRM

Landbot and Salesforce integration tutorials

How to easily automate your Salesforce data import

FAQs

Can Landbot connect with Salesforce?

Can I use Landbot’s API with n8n?

Can I use Salesforce’s API with n8n?

Is n8n secure for integrating Landbot and Salesforce?

How to get started with Landbot and Salesforce integration in n8n.io?

Over 3000 companies switch to n8n every single week

Why use n8n to integrate Landbot with Salesforce

Build complex workflows, really fast

Code when you need it, UI when you don't

Simple debugging

Use templates to get started fast

Reuse your work