https://crmaiinsight.com/leadbot
Chat > Capture
LeadBot greets, collects Full Name → Email → Mobile (optional) → Product interest via friendly chat (no forms).
De-dupe
Checks Salesforce for an existing lead by Email.
Product Selection
Pulls your Feature_Product__c list (Name + one-line Description) and lets the user choose by number or name.
Demo Booking (Optional)
If the user says Yes:
Notifications & Follow-ups
Tip: Start with the provided Feature_Product__c object. You can switch to your own product catalog with a few tweaks (see below).
Salesforce
FirstName
, LastName
, Email
, MobilePhone
, and one product lookup/text field (e.g., Interested_Product__c
or Feature_Product__c
).Name
, Description__c
, Features__c
, Tags__c
.n8n Credentials
salesforceOAuth2Api
(to read/write Leads & Events).smtp
(or use your email provider node).slackApi
(for internal notifications).openAiApi
(for the chat agent).Widget Embed (optional)
Import the flow into n8n
Add/Bind Credentials
Map Product Field on Lead
Interested_Product__c
).(Option A) Use Feature_Product__c
Name
, Description__c
(used in the numbered list).Id
is returned; pass it as customFieldsValues0_Value
.(Option B) Use Your Own Catalog
customObject: Feature_Product__c
→ Product2
(or your object).Id
, Name
, and a short description field.Id
, name
, description
).Configure Demo Booking
Customize Widget (optional)
Test End-to-End
customObject: Product2
(or your object API name).Id
, Name
, and a short description are returned.Interested_Product__c
(or your chosen field) to the returned Product Id.Id, Name, Description__c
(or equivalent) are returned by get_products.update_lead
receives Lead_ID
.