community-automations/erpnext-lead-mgmt

銷售與 CRM

PublicClaude 子代理

ERPNext 潛在客戶管理員

客戶詢問從網頁表單或共用信箱進來，然後就躺在那裡等人手動貼進 ERPNext、加上標籤、判斷該歸誰負責。等到這些都處理完，潛在客戶早就跑了。

sonnet1 週ERPNextGmailOpenAISlack
ClaudeClaude
ROI for
README.md

為什麼選擇此子代理

客戶詢問從網頁表單或共用信箱進來，然後就躺在那裡等人手動貼進 ERPNext、加上標籤、判斷該歸誰負責。等到這些都處理完，潛在客戶早就跑了。

這支代理會攔下每一則詢問、讀懂內容，然後直接在 ERPNext 建立已分派負責人的潛在客戶紀錄。客戶立刻收到確認回覆，業務同時收到 Slack 通知，第一封回應就能搶先送出。表單和 CRM 之間那道縫隙，再也不會漏掉任何一條線索。

運作方式

    • 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.

輸出範例

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.