Description
Streamline your lead management and inquiry processing with this intelligent n8n workflow that combines ERPNext, AI agents, and professional notifications. The system captures incoming leads, analyzes inquiries for relevance, routes them to the correct contact, and sends beautifully formatted email alerts—all with minimal manual effort.
Perfect for businesses using ERPNext who want to automate their inbound inquiry triage and ensure no potential lead goes unnoticed or unaddressed.
🔹 How It Works:
✅ ERPNext Webhook Trigger – Fires when a new lead is created via the "Lead" DocType webhook ✅ AI-Powered Inquiry Analysis – Extracts key data from lead notes and validates the inquiry ✅ Contact Mapping – Matches inquiry topic to responsible contact(s) via Google Sheets ✅ AI Email Generation – Creates professional, actionable emails with custom HTML formatting ✅ Notification Delivery – Sends emails via Microsoft Outlook (or another client), optional SMS/WhatsApp for urgent leads ✅ Record Updates – Updates lead status and metadata back into ERPNext for tracking
🔍 It Automates:
📥 Lead Capture – Grabs new leads from ERPNext in real time 🧠 Inquiry Triage – AI filters valid vs. invalid inquiries based on business relevance 📇 Contact Assignment – Routes leads to the right person/team via dynamic mapping 📧 Professional Notifications – Sends structured emails with lead summary and action items 📊 ERPNext Enrichment – Updates lead records with processed data 📲 Urgent Communication – Optional instant alerts via WhatsApp/SMS for time-sensitive inquiries
💡 Why Choose This Workflow?
🚫 No More Manual Triage – Skip the inbox chaos and let AI handle initial screening 🧩 Customizable AI Prompts – Fine-tune for your product/service catalog 📨 Polished Communication – HTML emails ensure clarity and professionalism 📊 Centralized Workflow – All steps (AI, mapping, email, updates) managed in one place 🔒 Secure & Scalable – Built for growth while protecting access credentials
👤 Who Is This For?
✔️ Businesses using ERPNext for CRM or Sales ✔️ Customer support teams managing incoming inquiries ✔️ Marketing & presales professionals handling lead intake ✔️ B2B companies with defined service/product teams ✔️ SMEs looking to automate lead routing and notification
🔗 Integrations:
🔗 n8n – Workflow orchestration 🔗 ERPNext – Lead data capture via webhook 🔗 OpenAI or similar – AI analysis and message generation 🔗 Google Sheets – Maps product/service to contacts 🔗 Microsoft Outlook / SMTP / WhatsApp / SMS – Multi-channel notification delivery
🚀 Get Started Today! Transform your inbound inquiry flow with this AI-powered automation. From intelligent screening to professional communication and CRM updates—this system ensures that every valid lead gets the attention it deserves. Say goodbye to missed opportunities and hello to automated clarity.
Link: [https://lovable.dev/projects/2a6364de-b17b-4084-95ab-024bc2d6ed45]
