AI-Powered Lead Management & Inquiry Automation with ERPNext

Automate Lead Triage From ERPNext — With AI & Instant Email Alerts

This automation connects ERPNext with AI agents and email workflows to automatically process new customer inquiries. It identifies quality leads, routes them to the right contacts, and formats professional responses — so you can stop wasting time on irrelevant requests and start closing faster.

Perfect for growing sales teams or support desks looking to streamline lead intake and assignment.

What it does:

🔗 Captures leads and inquiries via ERPNext webhooks

🧠 Analyzes lead notes using AI to extract key info and classify relevance

👥 Assigns valid inquiries to the right contact(s) using Google Sheets or ERPNext data

📧 Sends clean, HTML-formatted email notifications with inquiry details and next steps

🚫 Flags invalid or spammy leads for review or automatic dismissal

✅ Setup guide & importable workflow included

Want it customized to your CRM setup or team workflow? We offer full configuration and testing for a one-time fee.