Automate Drive-To-Store Lead Generation System (with coupon) on SuiteCRM

Automate lead generation for SuiteCRM by seamlessly capturing form submissions, checking for duplicates, and assigning unique coupons. This workflow enhances efficiency by integrating Google Sheets for data tracking and ensuring timely responses, ultimately driving more customers to your store.

7/8/2025
16 nodes
Complex
webhookcomplexformtriggergooglesheetsrespondtowebhooksticky noteadvancedapiintegrationlogicconditional
Categories:
Complex WorkflowData Processing & AnalysisWebhook Triggered
Integrations:
FormTriggerGoogleSheetsRespondToWebhookSticky Note

Target Audience

This workflow is designed for:
- Small to Medium Enterprises (SMEs) looking to enhance their lead generation processes.
- Marketing Teams that require efficient integration with CRM systems like SuiteCRM.
- Sales Professionals who want to automate lead management and track coupon distribution effectively.
- Business Owners aiming to streamline customer engagement through automated systems.

Problem Solved

This workflow addresses the challenges of lead generation and management by automating the process of capturing leads from a form submission, checking for duplicates, and integrating with SuiteCRM to ensure efficient data handling. It also manages coupon distribution, ensuring that each lead receives a unique coupon without duplicating efforts, thus enhancing customer engagement and tracking.

Workflow Steps

  • Form Submission: The process begins when a user submits a form containing their Name, Surname, Email, and Phone.
    2. Data Processing: The submitted data is captured and organized into a structured format for further processing.
    3. Duplicate Check: The workflow checks Google Sheets for existing leads to determine if the submitted email already exists in the system.
    4. Token Generation: If the lead is new, the workflow generates an access token for SuiteCRM using the provided CLIENTID and CLIENTSECRET.
    5. Lead Creation: A new lead is created in SuiteCRM with all relevant details, including a unique coupon for the lead.
    6. Coupon Retrieval: If the lead is a duplicate, the workflow retrieves the previously assigned coupon from Google Sheets.
    7. Response Handling: Based on whether the lead is new or duplicate, the workflow responds with a success or failure message, ensuring the user is informed about the outcome.

    • Customization Guide

    To customize this workflow:
    - Change API URLs: Update the SUITECRMURL to point to your SuiteCRM instance.
    - Modify Credentials: Replace CLIENTID and CLIENTSECRET with your own OAuth credentials from SuiteCRM.
    - Adjust Form Fields: Add or modify form fields in the On form submission node to capture additional information if needed.
    - Update Google Sheets: Change the Google Sheets document ID and sheet names to match your specific setup for tracking leads and coupons.
    - Edit Response Messages: Customize the response messages in the Respond OK and Respond KO nodes to better fit your brand voice.