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 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.

📒 Sticky Notes in Workflow: Check nodes for tips on prompt tweaks, error handling, and adding file uploads for AI processing (e.g., document analysis).[n8n Web to Lead Form]

n8n Web to Lead Form.json