This n8n workflow automates the process of capturing leads via a web form, creating a Salesforce lead record, generating a personalized follow-up message with OpenAI, and sending responses via email or SMS based on user preference. It begins with a form trigger that captures essential lead information, including name, email, phone number, and a description. When a submission occurs, the workflow creates a new Salesforce lead with the submitted data. It then leverages OpenAI’s GPT-4 model to craft a personalized message tailored to the lead’s interest and preferred contact method.

A switch node evaluates the lead’s contact preference—whether by phone (SMS) or email—and routes the personalized message accordingly. If the preference is SMS, a Twilio node sends the message directly via SMS. If email is preferred, an email send node dispatches the personalized message via email. The workflow concludes with a sticky note for documentation and analysis purposes.

This setup is particularly useful for businesses seeking automated, personalized follow-ups with their leads, improving engagement and response rates while reducing manual effort. Practical scenarios include lead nurturing for digital agencies, SaaS solutions, or any sales-driven organization managing inbound inquiries efficiently.