community-automations/erpnext-lead-mgmt

Sales & CRM

PublicClaude subagent

ERPNext Lead Manager

Inbound inquiries hit a web form or a shared email and then wait for someone to copy them into ERPNext, tag them, and figure out who owns them. By the time that happens, the prospect has often moved on.

sonnet1 weekERPNextGmailOpenAISlack
ClaudeClaude
ROI for
README.md

Why this subagent

Inbound inquiries hit a web form or a shared email and then wait for someone to copy them into ERPNext, tag them, and figure out who owns them. By the time that happens, the prospect has often moved on.

This agent captures every inquiry, reads it, and creates a routed ERPNext lead with an owner assigned. The prospect gets an immediate acknowledgment and the rep gets a Slack ping, so the first response goes out fast. Leads stop slipping through the gap between the form and the CRM.

How it runs

    • Read

      Used at step 01 to kick off the pipeline.

    • Write

      Used at step 01 to kick off the pipeline.

    • WebFetch

      Used at step 01 to kick off the pipeline.

    • WebSearch

      Used at step 01 to kick off the pipeline.

Sample output

json
// Sample output
// (generated when the pipeline finishes)

From an inbound inquiry, create an ERPNext lead with product_interest, territory, and assigned owner, and return the acknowledgment text.

Unlock the rest

The full agent definition, install snippet, and starter task are gated for community members.

Members get the full `.md` agent file, the npm / pnpm install one-liners, a starter prompt that we've tuned against real runs, and the open-source repo when this automation ships there. One email, magic link, done.