Automated Lead Qualification and Notification
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Qualify incoming leads, identify relevant contacts, and generate system notifications for follow-up.
About This Workflow
This workflow automates the process of handling new leads generated in ERPNext. It analyzes lead notes to extract key information, categorizes leads as valid or invalid, and for valid leads, it identifies the appropriate contact person(s) and generates a professional email notification from the system to inform them of the new inquiry. Invalid leads are flagged and a specific message is returned.
Key Features
- Automated Lead Analysis: Extracts customer name, organization, contact details, and inquiry summary from lead notes.
- Contact Identification: Searches a 'Telephone Directory' (presumably a contact database) to find the correct recipient(s) for the inquiry.
- Email Notification Generation: Creates a system-generated email with a subject, summary of the inquiry, and action required for the recipient.
- Invalid Lead Handling: Recognizes and flags leads unrelated to products/services/solutions with a designated message.
- ERPNext Integration: Designed to receive lead data from ERPNext via a webhook.
- Email Formatting: Converts plain text email bodies into HTML for better presentation in Outlook.
How To Use
- Webhook Setup: Configure an ERPNext webhook to send
POSTrequests to the provided webhook URL when a new lead is generated. The webhook should be configured to send lead data. - ERPNext Integration: The
Get Lead Data from ERPNextnode is configured to fetch lead details from ERPNext using the lead's name from the webhook payload. - AI Lead Qualification: The
Customer Lead AI Agentnode (using theOpenAI Chat Model) analyzes thenotesfrom the lead data. The system prompt guides the AI to extract details, categorize the lead, and identify relevant contacts. - Contact Database Lookup: The
Fields for Outlooknode is assumed to interact with a 'Telephone Directory' (a Google Sheet or similar) to retrieve email addresses based on the AI's output. - Email Body Preparation: The
Email Body for Outlooknode takes the AI's output and formats the email content, including customer details and inquiry summary, into HTML using JavaScript. - Outlook Email Sending: The
Email Body for Outlooknode (which appears to be the Outlook sending node) uses the retrieved email addresses and the formatted HTML body to send the notification email. It also includes a link back to the lead in ERPNext. - Invalid Lead Handling: If the AI determines the lead is invalid, a specific message is returned.
Apps Used
Workflow JSON
{
"id": "308d60f6-5e9c-4f3c-b48e-4f67c21223c6",
"name": "Automated Lead Qualification and Notification",
"nodes": 9,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 308d60f6-5e9c...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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