This template automates the processing of new leads from ERPNext and generates professional email notifications to the appropriate contacts. It uses AI to analyze lead notes, categorize them, and draft a structured system email summarizing the inquiry. Invalid or unrelated leads are automatically filtered out.
🚀 Key Features
- Webhook Trigger: Captures new leads generated in ERPNext.
- AI-Powered Lead Analysis: Extracts customer name, organization, contact info, and request details.
- Contact Matching: Looks up the correct person(s) in the company contact database.
- Automated Email Generation: Drafts a professional notification email (not as the customer, but from the system).
- Invalid Lead Handling: Filters job inquiries or irrelevant requests and labels them as “Invalid Lead.”
- ERPNext Integration: Retrieves complete lead details directly from ERPNext.
- Outlook Integration: Sends formatted HTML notification emails to the right recipients.
🎯 Use Cases
- Automating lead assignment and notifications for sales teams.
- Ensuring no valid customer inquiry is missed.
- Reducing manual work in sorting and routing leads.
- Improving response time and customer engagement.
