# Salesforce lead capture with OpenAI and SMS: n8n workflow

> Started by someone submitting a form, and works across Email, Salesforce and Twilio. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/salesforce-lead-capture-with-openai-and-sms (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# Salesforce lead capture with OpenAI and SMS

Started by someone submitting a form, and works across Email, Salesforce and Twilio. It hands the judgement calls to OpenAI. 6 steps, 1 branch: small enough to read in one sitting and change without fear.

Small Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsalesforce-lead-capture-with-openai-and-sms)

**6 steps** Small: readable in one sitting

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 1 Logic 1 Service 3

The steps in the order they run, from what starts it.

- 1 **On form submission** Form trigger *Starts it*
- 2 **Create Salesforce Lead** Salesforce *Service*
- 3 **OpenAI** Open Ai *Model*
- 4 **Switch** Switch *Logic*
- 5 **Send SMS** Twilio *Service*
- 6 **Send Email** Email Send *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 6, with 1 branch
- **Size:** Small: readable in one sitting
- **Connects to:** Email, Salesforce, Twilio
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Email, Salesforce and Twilio accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

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?

Not long. At 6 steps it can be read in one sitting and changed without fear.

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.

**Before you run it**

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 6 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsalesforce-lead-capture-with-openai-and-sms)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)[Twilio](https://millionrounds.com/workflows?service=Twilio#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**AI-powered lead email classification & auto-reply with OpenAI** 6 steps · calls a model · Email, Gmail](https://millionrounds.com/workflow/ai-powered-lead-email-classification-and-auto-reply-with-ope)
- [**Reply to missed calls with Twilio** 6 steps · Email, Google Sheets](https://millionrounds.com/workflow/reply-to-missed-calls-with-twilio)
- [**Salesforce lead enrichment with Email Hunter** 6 steps · Salesforce](https://millionrounds.com/workflow/salesforce-lead-enrichment-with-email-hunter)
- [**Simple Lead Intake, Validation, CRM Logging** 6 steps · Email, Google Sheets](https://millionrounds.com/workflow/simple-lead-intake-validation-crm-logging)
- [**Sync Facebook/Google lead ads to Google Sheets & Salesforce CRM** 6 steps · Google Sheets, Salesforce](https://millionrounds.com/workflow/sync-facebook-google-lead-ads-to-google-sheets-and-salesforc)
- [**Sync Open House leads from SignSnapHome to HubSpot** 6 steps · Email, HubSpot](https://millionrounds.com/workflow/sync-open-house-leads-from-signsnaphome-to-hubspot)