基于AI的潜在客户评分(Salesforce、GPT-4o和Slack,含数据脱敏)
这是一个Sales、AI领域的自动化工作流,包含 11 个节点。主要使用 Code、Slack、HttpRequest、SplitInBatches、OpenAi 等节点,结合人工智能技术实现智能自动化。 基于AI的潜在客户评分:使用Salesforce、GPT-4o和Slack,包含数据脱敏
- •Slack Bot Token 或 Webhook URL
- •可能需要目标 API 的认证凭证
- •OpenAI API Key
- •Salesforce OAuth 凭证
{
"meta": {
"instanceId": "9a562c06a632241f66aadd52a495ad98e76b760ef5cfce9c319a4759c47cd94e",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "a2716342-fd64-4808-8413-df5b2c4cd378",
"name": "Salesforce触发器",
"type": "n8n-nodes-base.salesforceTrigger",
"position": [
-640,
-380
],
"parameters": {},
"typeVersion": 1
},
{
"id": "ee7e23c4-37e4-4951-a1c8-bd4b93d17533",
"name": "遍历项目",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-340,
-300
],
"parameters": {},
"typeVersion": 3
},
{
"id": "4c902163-21d5-4a14-a8ac-82a6d4e70a50",
"name": "OpenAI",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
480,
-280
],
"parameters": {},
"typeVersion": 1.8
},
{
"id": "2e797451-b873-47b9-b816-8d4ccc039699",
"name": "Slack",
"type": "n8n-nodes-base.slack",
"position": [
1120,
-280
],
"webhookId": "2735d399-4324-4b40-8cd0-539f5c9b6c7e",
"parameters": {},
"typeVersion": 2.3
},
{
"id": "da48704d-415d-4536-b0f0-97a51ff7f90a",
"name": "HTTP 请求",
"type": "n8n-nodes-base.httpRequest",
"position": [
-60,
-280
],
"parameters": {},
"typeVersion": 4.2,
"alwaysOutputData": false
},
{
"id": "73a2cff6-59c5-45cd-9322-f05a09018325",
"name": "数据脱敏",
"type": "n8n-nodes-base.code",
"position": [
240,
-280
],
"parameters": {},
"typeVersion": 2
},
{
"id": "4f8bcdff-205d-4cc0-957b-75277acf411e",
"name": "数据恢复",
"type": "n8n-nodes-base.code",
"position": [
920,
-280
],
"parameters": {},
"typeVersion": 2
},
{
"id": "5fd7f55b-05b6-4eb2-8c24-14da1a3331eb",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-580,
-560
],
"parameters": {
"content": "Emelia 触发器"
},
"typeVersion": 1
},
{
"id": "4b819168-8ec0-4fd1-8030-739f081ad3e8",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-160,
-480
],
"parameters": {
"content": "Emelia 触发器"
},
"typeVersion": 1
},
{
"id": "30e08fe9-bb7a-4f7c-a0cf-5bf5d58251bb",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
180,
-460
],
"parameters": {
"content": "Emelia 触发器"
},
"typeVersion": 1
},
{
"id": "48b61bd7-cc1d-422a-9e31-d37dda7567c3",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
840,
-440
],
"parameters": {
"content": "Emelia 触发器"
},
"typeVersion": 1
}
],
"pinData": {
"Salesforce Trigger": [
{
"Id": "00QgK000000zkvZUAQ",
"City": "Tallahassee",
"Email": "bertha@fcof.net",
"Status": "Working - Contacted",
"Street": "321 Westcott Building",
"Company": "Farmers Coop. of Florida",
"LastName": "Boxer",
"FirstName": "Bertha",
"PostalCode": "32306",
"attributes": {
"url": "/services/data/v59.0/sobjects/Lead/00QgK000000zkvZUAQ",
"type": "Lead"
}
}
]
},
"connections": {
"Slack": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
}
]
]
},
"OpenAI": {
"main": [
[
{
"node": "UNMASK Data",
"type": "main",
"index": 0
}
]
]
},
"MASK DATA": {
"main": [
[
{
"node": "OpenAI",
"type": "main",
"index": 0
}
]
]
},
"UNMASK Data": {
"main": [
[
{
"node": "Slack",
"type": "main",
"index": 0
}
]
]
},
"HTTP Request": {
"main": [
[
{
"node": "MASK DATA",
"type": "main",
"index": 0
}
]
]
},
"Loop Over Items": {
"main": [
[],
[
{
"node": "HTTP Request",
"type": "main",
"index": 0
}
]
]
},
"Salesforce Trigger": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
}
]
]
}
}
}如何使用这个工作流?
复制上方的 JSON 配置代码,在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」,粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景?
这是一个中级难度的工作流,适用于Sales、AI等场景。适合有一定经验的用户,包含 6-15 个节点的中等复杂度工作流
需要付费吗?
本工作流完全免费,您可以直接导入使用。但请注意,工作流中使用的第三方服务(如 OpenAI API)可能需要您自行付费。
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Le Nguyen
@leeseiferSalesforce Architect with 10+ years of experience in CRM, integrations, and automation. Skilled in Apex, LWC, REST APIs, and full-stack dev (JavaScript, .NET). I build secure, scalable workflows in n8n—connecting Salesforce, Stripe, and more. Passionate about lead scoring, data sync, and secure field masking. Certified Application Architect with deep expertise in platform, integration, and data architecture.
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