Who is this workflow for? Streamline your lead management and customer inquiry processes with this n8n workflow template. By integrating ERPNext, AI analysis, and automated email notifications, this workflow captures leads in real-time, evaluates inquiries for relevance, assigns them to the right contacts, and ensures timely and professional communication..

What does this workflow do?

  • Capture Lead Data
  • ERPNext Webhook Integration: Set up a webhook in ERPNext for the “Lead” DocType, triggering the workflow upon the creation of a new lead.
  • Lead Details Retrieval: The workflow fetches comprehensive lead information, including notes, contact details, and the lead source.
  • Validate and Analyze Inquiry
  • AI-Powered Analysis: An AI agent processes the lead notes to extract essential details like customer name, organization, and inquiry summary.
  • Inquiry Classification: The AI determines whether the inquiry is relevant to the company’s offerings, categorizing it as valid or invalid.
  • Invalid Lead Handling: If deemed invalid, the workflow flags the lead for review or dismissal without further processing.
  • Assign Contact(s)
  • Google Sheets Integration: Utilize a Google Sheets database to map inquiries to the appropriate contacts based on products, services, or solutions.
  • Multiple Contact Handling: Assign inquiries to multiple relevant contacts if necessary, ensuring comprehensive coverage.
  • Generate and Send Email Notifications
  • Email Generation: Create a professional email summarizing the inquiry, including key details such as customer information and action steps.
  • Custom HTML Formatting: Convert the email content into a polished HTML format for clarity and visual appeal.
  • Notification Dispatch: Send the formatted emails via Microsoft Outlook or another configured email client. Optionally, send urgent notifications through WhatsApp or SMS.
  • Post-Inquiry Actions
  • ERPNext Record Updates: Update the lead record in ERPNext with the analysis results, inquiry status, and assigned contact information, maintaining an accurate and up-to-date database.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automate repetitive tasks, reducing manual effort and minimizing errors.
  • Enhanced Accuracy: Utilize AI to accurately classify and analyze inquiries, ensuring only relevant leads are processed.
  • Timely Communication: Automatically notify the appropriate team members, ensuring prompt responses to potential customers.

👨‍💻 Who is This Workflow For?

This workflow is ideal for sales teams, customer service departments, and businesses using ERPNext for their CRM. It suits organizations looking to enhance their lead management processes through automation and intelligent data analysis without extensive technical overhead.

🎯 Use Cases

  1. Sales Lead Qualification: Automatically filter and prioritize incoming leads based on predefined criteria, allowing sales teams to focus on high-potential prospects.
  2. Customer Support Inquiries: Efficiently assign customer inquiries to the right support agents, ensuring swift and accurate responses.
  3. Marketing Campaign Management: Track and manage leads generated from various marketing campaigns, ensuring each lead is handled appropriately.

TL;DR

This n8n workflow template leverages ERPNext, AI analysis, and automated notifications to optimize lead management and customer inquiry handling. By automating data capture, analysis, contact assignment, and communication, businesses can enhance efficiency, improve response times, and ensure that every lead is effectively managed.

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