Automate Drive-To-Store Lead Generation with SuiteCRM and Coupons
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This n8n workflow automates drive-to-store lead generation by capturing customer information from a form, checking for existing leads in Google Sheets, retrieving a unique coupon, and creating a new lead in SuiteCRM. It streamlines the process of converting online interest into in-store visits.
About This Workflow
This workflow is designed to bridge the gap between online engagement and in-store customer acquisition. It begins by capturing lead information directly from a user-friendly form, ensuring no potential customer is missed. The system then intelligently checks a Google Sheet to prevent duplicate lead entries, making your CRM data cleaner. If the lead is new, it retrieves a personalized coupon code from your Google Sheet, adding immediate value to the customer and incentivizing a store visit. Finally, all validated lead data, including the unique coupon, is seamlessly pushed into your SuiteCRM instance, ready for your sales team to act upon. This automation minimizes manual effort, improves lead quality, and directly drives foot traffic to your physical locations.
Key Features
- Real-time Lead Capture: Instantly gather leads from a web form triggered by user submissions.
- Duplicate Lead Prevention: Automatically checks for existing leads based on email to maintain data integrity.
- Automated Coupon Distribution: Dynamically retrieves unique coupon codes from a Google Sheet to incentivize store visits.
- SuiteCRM Integration: Seamlessly creates new lead records within your SuiteCRM for efficient follow-up.
- Flexible Form Customization: Easily define the fields required for lead capture.
How To Use
- Set up your Webhook: Configure the
Webhooknode with a unique path and ensure your web server is set up to receive POST requests. - Create your Landing Form: Utilize the
On form submissionnode to define the fields for your lead capture form (e.g., Name, Surname, Email, Phone). - Map Form Fields: Use the
Form Fieldsnode to map the incoming form data to named variables for easier use in subsequent nodes. - Check for Duplicates: Configure the
Duplicate Lead?node to query your Google Sheet based on the lead's email address. - Retrieve Coupons: Set up the
Get Couponnode to fetch a coupon code from your Google Sheet, using a unique identifier (e.g., Lead ID). - Obtain SuiteCRM Access Token: Configure the
Token SuiteCRMnode with your SuiteCRM API URL, Client ID, and Client Secret to get an access token. - Create Lead in SuiteCRM: Use the
Create Lead SuiteCRMnode to send the collected lead information and the retrieved coupon to your SuiteCRM API, using the obtained access token. - Respond to Webhook: The
Respond OKandRespond KOnodes are used to send a success or failure response back to the webhook endpoint after the SuiteCRM lead creation attempt.
Apps Used
Workflow JSON
{
"id": "71c627ee-5df6-4e1a-9590-a3fdbdc8acf4",
"name": "Automate Drive-To-Store Lead Generation with SuiteCRM and Coupons",
"nodes": 25,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 71c627ee-5df6...
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