AI-driven lead management and inquiry automation with ERPNext & n8n

About This Workflow

What This Workflow Does

This workflow template automates the lead management and customer inquiry processing by integrating ERPNext, AI agents, and email notifications, streamlining the entire process and enhancing efficiency.

It uses AI-driven lead analysis to summarize and prioritize leads, automatically assigning them to sales teams and triggering email notifications to both customers and sales representatives.

The workflow also integrates with ERPNext to update customer information and sales pipeline, ensuring that all data is up-to-date and accessible in real-time.

Who Should Use This

This workflow is ideal for business owners, marketing teams, and sales departments looking to automate lead management and customer inquiry processing, reducing manual work and increasing productivity.

Key Features

• AI-driven Lead Analysis: AI agents summarize and prioritize leads, making it easier for sales teams to focus on high-potential leads.
• Automated Lead Assignment: The workflow automatically assigns leads to sales teams based on their priority and availability.
• Email Notifications: The workflow sends email notifications to customers and sales representatives, keeping everyone informed and up-to-date.
• ERPNext Integration: The workflow integrates with ERPNext to update customer information and sales pipeline, ensuring that all data is accurate and accessible.

How to Get Started

To get started with this workflow, import it into your n8n account and customize it to fit your specific business needs. Adjust the workflow settings and integrations to match your ERPNext setup and sales processes.