How AI Lead Management Works

How AI Lead Management Works

Five automated steps from capture to response

The Automated Workflow:

  1. Capture: ERPNext webhook instantly triggers when a new lead is created
  2. Analyze: AI extracts key information from lead notes and classifies the inquiry
  3. Assign: System automatically matches the inquiry to the right contact using Google Sheets mapping
  4. Notify: Professionally formatted emails are generated and sent to assigned team members
  5. Update: Lead records in ERPNext are updated with processing details for tracking

This seamless process operates 24/7, ensuring every inquiry receives immediate attention regardless of when it arrives or your team's current workload. Invalid or irrelevant inquiries are automatically flagged for review without consuming valuable sales time.

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