Chat-Driven Salesforce Lead Enrichment Workflow

This workflow creates an intelligent Chat-to-Lead chatbot that interacts conversationally with users to gather lead information. It employs AI (GPT-4.1) to manage dialogues, validate data, and handle duplicate checks with Salesforce. The process starts when a chat message is received via a webhook, where the AI agent guides the user through providing their name, email, phone, and product interest. The workflow checks Salesforce for existing leads with the same email, updating them if found or creating new records otherwise. Post-collection, it triggers internal Slack notifications and sends personalized follow-up emails to the user. This setup streamlines lead collection, reduces manual effort, and enhances customer engagement—ideal for real-time lead generation and qualification directly from chat interfaces.