Ai Driven Lead Management And Inquiry Automation With Erpnext & N8N 2758 – n8n Workflows – Free Template

What This Workflow Does

This AI-driven lead management workflow automatically processes incoming inquiries and integrates with ERPNext for seamless lead handling. The workflow uses artificial intelligence to validate, categorize, and route leads intelligently, eliminating manual data entry and improving response times.

How It Works

The workflow begins by filtering leads from your website source, specifically targeting open inquiries. An AI agent powered by OpenAI analyzes each lead to determine validity and relevance to your products and services. Valid leads are processed and stored in Google Sheets while invalid inquiries trigger alternative actions. The system maintains records in Google Docs and sends notifications through Microsoft Outlook, ensuring no lead falls through the cracks.

Use Cases

• E-commerce businesses receiving high volumes of customer inquiries that need instant categorization and response routing
• B2B service providers qualifying leads based on product relevance before manual sales follow-up
• SaaS companies automating initial lead validation to separate qualified prospects from irrelevant submissions
• Agencies managing multiple client inquiries and needing to distribute leads to appropriate team members automatically
• Enterprises integrating website forms with ERPNext CRM to maintain a unified customer database without manual entry

Nodes Used

• n8n Agent – Orchestrates the AI decision-making process
• LM Chat OpenAI – Powers the intelligent lead analysis and validation
• Google Sheets Tool – Stores validated lead data for team access
• Google Docs Tool – Maintains detailed inquiry documentation
• Microsoft Outlook – Sends notifications and alerts to team members
• HTTP Request – Communicates with ERPNext and external systems
• Webhook – Receives incoming inquiries from your website
• Set Node – Prepares and structures data between steps
• If Node – Routes leads based on validation results
• Code Node – Handles custom data transformations and logic
• Sticky Note – Provides workflow documentation and comments

Prerequisites

• Active n8n instance or n8n Cloud account
• OpenAI API key for ChatGPT integration
• Google Workspace account with Sheets and Docs access
• Microsoft Outlook account or Microsoft 365 subscription
• ERPNext instance configured and accessible
• Website form or CRM connected to trigger the webhook
• Basic understanding of lead management and workflow automation

Difficulty Level

Intermediate to Advanced. This workflow requires familiarity with API connections, authentication tokens, and conditional logic. Users should be comfortable configuring multiple third-party integrations and customizing the AI prompt for their specific products and services. Beginners can use this as a learning template by studying how the AI agent evaluates leads and how data flows between applications.

This workflow template is shared under the n8n fair-code license. Free to use and modify.