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

n8n template #2758
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

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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.

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