How it works
How it works Fetch campaign & members from Salesforce. GPT‑4 auto‑writes a channel‑appropriate, personalised outbound message. Switch node sends via Twilio (SMS/WhatsApp), SMTP (Email). Mark each member as processed to avoid double‑touches. Error trigger notifies Slack if anything fails. Set‑up steps Time: ~10‑15 min once credentials are ready. Prereqs: Active Salesforce OAuth app, Twilio account, SMTP creds, Slack app. In‑flow sticky notes walk you through credential mapping, environment variables, and optional tweaks (e.g., campaign SOQL filter). > Copy the workflow, add your keys, and run a quick manual test—after that you can place it on a cron or Salesforce trigger. An n8n automation workflow template by Le Nguyen.
Le Nguyen
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