AI-Driven Lead Management and Inquiry Automation with ERPNext & n8n

n8n template #2758

Summary

Overview This workflow template automates lead management and customer inquiry processing by integrating ERPNext, AI agents, and email notifications. It streamlines the process of capturing leads, analyzing inquiries, and generating actionable responses. The workflow uses ERPNext to capture inquiries, analyzes them with AI, and notifies the appropriate team or individual, all while maintaining a professional approach. What This Template Does ERPNext Webhook Integration: Captures leads and inquiries through ERPNext webhooks. Triggers the workflow when a new lead is created. AI-Powered Inquiry Analysis: Uses AI to extract key details from lead notes (e.g., customer name, organization, inquiry

How to set it up

Open template #2758 on n8n.io and click Use for free, or copy the template JSON and paste it onto an empty canvas in n8n.
Create 2 credentials under Credentials → Add credential: Microsoft Outlook, OpenAI Chat Model. Then open each of those nodes and pick the credential.
Check the model in the AI Agent node. The template may point at a model your account can't use; swap it for one you have access to.
Click Execute workflow and step through each node's output to confirm the data looks right.
Toggle the workflow to Active so its trigger runs on its own.

Hand off to your agent

Prompt

Help me set up the n8n workflow "AI-Driven Lead Management and Inquiry Automation with ERPNext & n8n" (https://n8n.io/workflows/2758). It uses: HTTP Request, Microsoft Outlook, Code, AI Agent, OpenAI Chat Model. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

Paste into Claude Code and it will do the rest.

Apps and nodes

HTTP Request Microsoft Outlook Code AI Agent OpenAI Chat Model

Questions

Yes. Amjid Ali published it free on n8n.io as a verified creator, and it has 5,439 views. It runs on n8n Cloud or a self-hosted n8n instance.

Microsoft Outlook, OpenAI Chat Model. The other 3 nodes are built into n8n.

Similar workflows

NameViews