LeadBot 自动驾驶 — Salesforce 聊天转线索
高级
这是一个AI Chatbot、Multimodal AI领域的自动化工作流，包含 25 个节点。主要使用 SlackTool、EmailSendTool、SalesforceTool、Agent、HttpRequestTool 等节点。 基于 Salesforce 和 GPT 的对话式线索捕获与日程安排
前置要求
- •Slack Bot Token 或 Webhook URL
- •Salesforce OAuth 凭证
- •可能需要目标 API 的认证凭证
- •OpenAI API Key
使用的节点 (25 个)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "79JmUxYdaGOZtJBu",
"meta": {
"instanceId": "9a562c06a632241f66aadd52a495ad98e76b760ef5cfce9c319a4759c47cd94e",
"templateCredsSetupCompleted": true
},
"name": "LeadBot 自动驾驶 — Salesforce 聊天转线索",
"tags": [],
"nodes": [
{
"id": "910534f9-14b8-4c1a-9d66-d42e5a5f343b",
"name": "AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-592,
-176
],
"parameters": {},
"typeVersion": 2
},
{
"id": "b4fe168e-7ba0-4d22-9473-16c0ffb5d517",
"name": "OpenAI 聊天模型",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1440,
240
],
"parameters": {},
"typeVersion": 1.2
},
{
"id": "cdab5098-32c3-41a9-907f-3dfe4f9b18eb",
"name": "简单记忆",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
-1168,
240
],
"parameters": {},
"typeVersion": 1.3
},
{
"id": "4a94ff2f-ed7b-484d-9df6-d1072a6071be",
"name": "检查重复线索",
"type": "n8n-nodes-base.salesforceTool",
"position": [
-640,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "5d5cab80-365d-4d4d-9213-7fe5729bde5c",
"name": "思考",
"type": "@n8n/n8n-nodes-langchain.toolThink",
"position": [
-896,
240
],
"parameters": {},
"typeVersion": 1
},
{
"id": "fe1e7b13-c5fb-4386-a58e-4bc9f26bd13e",
"name": "更新线索",
"type": "n8n-nodes-base.salesforceTool",
"position": [
-384,
224
],
"parameters": {},
"typeVersion": 1
},
{
"id": "366e51dd-5b96-4352-b30e-41ede2b7be4c",
"name": "创建线索",
"type": "n8n-nodes-base.salesforceTool",
"position": [
208,
224
],
"parameters": {},
"typeVersion": 1
},
{
"id": "2590df33-645a-472c-a415-1045ff866c47",
"name": "发送客户端通知",
"type": "n8n-nodes-base.emailSendTool",
"position": [
1728,
192
],
"webhookId": "13b289d5-4721-48e8-be73-545d32eb6b65",
"parameters": {},
"typeVersion": 2.1
},
{
"id": "438a6a61-1276-4a92-b891-e583c7ae2b21",
"name": "发送内部通知",
"type": "n8n-nodes-base.slackTool",
"position": [
1376,
208
],
"webhookId": "88092685-262c-465a-b482-79323ad7f730",
"parameters": {},
"typeVersion": 2.3
},
{
"id": "addfbdaa-5bb7-4377-bb11-15a81671eb80",
"name": "获取产品",
"type": "n8n-nodes-base.salesforceTool",
"position": [
-96,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "067714a0-466a-4719-a161-57aa2c138730",
"name": "获取预定事件",
"type": "n8n-nodes-base.salesforceTool",
"position": [
560,
208
],
"parameters": {},
"typeVersion": 1
},
{
"id": "5f4149f7-08f8-4504-a520-ec6782da1933",
"name": "创建演示事件",
"type": "n8n-nodes-base.httpRequestTool",
"position": [
992,
224
],
"parameters": {},
"typeVersion": 4.2
},
{
"id": "87c19cf9-a527-4e78-89fb-ee76292c296c",
"name": "当收到聊天消息时",
"type": "@n8n/n8n-nodes-langchain.chatTrigger",
"position": [
-1296,
-128
],
"webhookId": "4b996c58-6685-4122-9c56-0fdb1710af82",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "3f787468-e67d-49be-98b3-ab713e331585",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1552,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "ef5f8c8c-a611-4d6f-95aa-5863326b5a4c",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1248,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "1d982316-ef63-49c8-8c64-72c3e01ee766",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-976,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "6a957c62-637e-4ab8-927c-c9d9d868334a",
"name": "便签8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-704,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "efc6acb5-ad8b-4b9d-ae22-81616e628fa3",
"name": "便签 7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-448,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "6cb48cdb-da65-4275-b706-02e812fb6be1",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-768,
-720
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "bd0c431c-ec04-41e8-87fe-76b9beeb293c",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-192,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "754ef3ef-e8d6-4ec8-aedc-3cec05a94077",
"name": "便利贴5",
"type": "n8n-nodes-base.stickyNote",
"position": [
384,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "9945d845-30f2-4f9e-abc2-a18c10b72364",
"name": "便签 6",
"type": "n8n-nodes-base.stickyNote",
"position": [
128,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "1a9b3d79-5244-4246-91da-6447bf8064f0",
"name": "便签 9",
"type": "n8n-nodes-base.stickyNote",
"position": [
848,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "de578840-b4ee-4626-b9e9-2db992997a47",
"name": "便签10",
"type": "n8n-nodes-base.stickyNote",
"position": [
1248,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c12a218b-e386-4687-9bfe-1c7db37d16a7",
"name": "便签11",
"type": "n8n-nodes-base.stickyNote",
"position": [
1600,
352
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "11165388-72ce-44f0-8d0f-1dc5a534cab1",
"connections": {
"Think": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"create_lead": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"update_lead": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"get_products": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Simple Memory": {
"ai_memory": [
[
{
"node": "AI Agent",
"type": "ai_memory",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"create_demo_event": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"check_duplicate_lead": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"get_scheduled_events": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"send_notification_client": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"When chat message received": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"send_notification_internal": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
}
}
}常见问题
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？
这是一个高级难度的工作流，适用于AI Chatbot、Multimodal AI等场景。适合高级用户，包含 16+ 个节点的复杂工作流
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。
相关工作流推荐
LeadBot自动驾驶：用于Salesforce自动化的聊天转潜在客户
基于 GPT-4 的 Salesforce 对话式线索捕获，支持 Slack 和邮件通知
Slack Tool
Email Send Tool
Salesforce Tool
+6
21 节点Le Nguyen
Lead Generation
币安AI代理v1.02
在Telegram中访问实时币安市场数据，使用GPT-4o格式化
Set
Code
Telegram
+8
35 节点Don Jayamaha Jr
Crypto Trading
Upbit AI代理v1.02
在Telegram中使用GPT-4o-mini访问Upbit加密货币市场数据
Set
Code
Telegram
+8
35 节点Don Jayamaha Jr
Crypto Trading
HTX AI代理 v1.02
使用HTX API、GPT-4o和Telegram分析加密货币市场数据
Set
Code
Telegram
+8
35 节点Don Jayamaha Jr
Miscellaneous
智能聊天机器人
使用GPT-5-nano、网络搜索和对话记忆构建智能聊天机器人
Chat
Agent
Http Request Tool
+4
13 节点Oriol Seguí
Miscellaneous
💥 使用ChatGPT-5构建您的第一个AI代理
使用GPT-5、Google日历和表格创建知识库与日程安排AI助手
Gmail Tool
Agent
Google Sheets Tool
+6
14 节点Dr. Firas
Miscellaneous
工作流信息
难度等级
高级
节点数量25
分类2
节点类型10
作者
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.
外部链接
在 n8n.io 上查看 →
分享此工作流