
How AI Lead Management Works
Five automated steps from capture to response
The Automated Workflow:
- Capture: ERPNext webhook instantly triggers when a new lead is created
- Analyze: AI extracts key information from lead notes and classifies the inquiry
- Assign: System automatically matches the inquiry to the right contact using Google Sheets mapping
- Notify: Professionally formatted emails are generated and sent to assigned team members
- 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.