← All work
Concept Build
Concept build, not run on real data
Salesforce Lead Routing & Follow-Up
An n8n and Salesforce automation that captures web leads, enriches each record, routes it to the right rep by territory and starts a personal email sequence.
Problem (test scenario)
Test scenario: new leads sit unassigned in Salesforce, with no consistent follow-up sequence.
What we built
A webhook-to-Salesforce flow with AI enrichment, rule-based routing, and automated email sequence.
How it works
- 01Lead submits web form
- 02n8n webhook triggers enrichment
- 03Territory and fit score assigned
- 04Salesforce record created, rep alerted
- 05Email sequence fires automatically
Tech
Salesforcen8nOpenAIWebhooks
Result
Concept build. Designed to assign an owner and create a follow-up task the moment a lead is created. No response-time figure is claimed: this has not been measured.