AI-Powered Smart Lead Qualification & Notification
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Automate your lead management with AI! This workflow intelligently processes new website leads, filters them based on criteria, uses an AI agent to analyze inquiries, identifies the relevant internal contact, and sends personalized notification emails via Outlook – ensuring no valuable lead is missed and response times are optimized.
About This Workflow
Revolutionize your lead handling process with this sophisticated n8n workflow. Designed for businesses receiving a high volume of inquiries, it automatically ingests new lead data (e.g., from your website), intelligently filters them to focus on high-priority opportunities, and then leverages a powerful AI agent to deeply analyze each lead's notes. The AI extracts key details, determines lead validity, and identifies the perfect internal team member to handle the inquiry. A custom-drafted email notification, sent via Microsoft Outlook, provides all necessary information for a prompt and informed follow-up, seamlessly integrating with your existing ERP or CRM systems. Eliminate manual sorting, reduce response times, and ensure every promising lead gets the attention it deserves.
Key Features
- AI-Powered Lead Analysis: Intelligently extract customer details, categorize inquiries, and determine lead validity using advanced AI.
- Automated Contact Routing: Dynamically identify and assign the most appropriate internal contact(s) based on inquiry type or product/service interest.
- Customizable Email Notifications: Generate detailed, system-originated email alerts for your internal teams, summarizing lead information and action required.
- Intelligent Lead Filtering: Automatically process leads only when specific conditions are met (e.g., "Website" source and "Open" status).
- ERP/CRM Integration Ready: Seamlessly connect with systems like ERPNext for comprehensive lead tracking and management.
- Data Enrichment with Google Sheets: Leverage external data sources like Google Sheets for contact lookups or custom lead processing rules.
How To Use
- Configure Webhook: Set up the incoming
Webhookto receive lead data from your website, CRM, or lead capture forms. - Adjust Lead Filtering: Customize the
Source Website and Status Opennode's conditions to match your specific lead filtering logic (e.g., different sources, statuses, or lead types). - Set Up AI Agent:
- Provide your OpenAI API credentials to the
OpenAI Chat Modelnode. - Review and customize the
Customer Lead AI Agent's system prompt to align with your company's product/service offerings, lead categorization rules, and desired email notification format. - (Optional) If using
Abbriviationsor similar data, configure theGoogle Sheets Toolwith your spreadsheet and define how the AI should leverage this information for contact lookups or data enrichment.
- Provide your OpenAI API credentials to the
- Connect Outlook: Configure your
Microsoft Outlookcredentials to enable sending email notifications from your organizational account. - Define Email Content: Ensure the email subject and body content referenced in the
Microsoft Outlooknode correctly maps to the output of your AI agent. - Integrate with CRM/ERP: (Optional) Modify the
Microsoft Outlooknode (or add subsequent nodes) to include dynamic links back to your ERP/CRM system (like ERPNext) for easy access to the full lead record.
Apps Used
Workflow JSON
{
"id": "83eec637-1d24-4615-b501-2e94a71f484e",
"name": "AI-Powered Smart Lead Qualification & Notification",
"nodes": 9,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 83eec637-1d24...
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