Automated Lead Processing from ERPNext to Email Notifications

• Automate lead inquiries processing from ERPNext.
• Generate email notifications for relevant contacts based on lead details.
• Categorize leads to improve response efficiency.

Webhook captures new lead inquiries from ERPNext. AI agent analyzes lead details and determines the appropriate contacts. Email notifications are generated and sent to relevant personnel.

1. 1
   Import the workflow template into your n8n instance.
2. 2
   Configure the webhook to connect with your ERPNext system.
3. 3
   Set up necessary credentials for Google Sheets and OpenAI.
4. 4
   Test the workflow with sample lead data to ensure proper functioning.