The flow
Starts it 1Model 3Logic 5Service 6
The steps in the order they run, from what starts it.
- 1Lead Form WebhookWebhookStarts it
- 2OpenAI Chat ModelLm Chat Open AiModel
- 3Structured Output ParserOutput Parser StructuredModel
- 4Workflow ConfigurationSetLogic
- 5AI Lead Enrichment & ScoringAgentModel
- 6Validate Required FieldsIfLogic
- 7Store Lead in DatabasePostgresService
- 8Normalize Lead DataSetLogic
- 9Handle Validation ErrorSetLogic
- 10Round-Robin Sales AssignmentCodeLogic
- 11Send to CRMHttp RequestService
- 12Create Salesforce LeadSalesforceService
- 13Send Welcome EmailGmailService
- 14Notify Sales TeamSlackService
- 15Log ActivityPostgresService
How it's built
- Starts on
- Another system calling it
- Steps
- 15, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Postgres, Salesforce, Slack
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail, Postgres, Salesforce and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.
What starts it?
It starts on another system calling it.
Does it use AI?
Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 15 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 15 steps before you point it at anything that matters.