Unique QRcode coupon assignment and validation for Lead Generation system

For the Unique QRcode coupon assignment and validation system, streamline lead generation by automating coupon distribution and validation. This workflow captures user data through a form, checks for duplicates, assigns unique QR codes, and sends personalized emails with the coupon. It integrates with Google Sheets for tracking and SuiteCRM for lead management, ensuring efficient follow-up and enhanced customer engagement.

7/8/2025
29 nodes
Complex
webhookcomplexformtriggergooglesheetssticky noteemailsendrespondtowebhookadvancedintegrationapilogicconditionalemailnotification
Categories:
Complex WorkflowData Processing & AnalysisWebhook Triggered
Integrations:
FormTriggerGoogleSheetsSticky NoteEmailSendRespondToWebhook

Target Audience

This workflow is designed for marketing professionals, sales teams, and businesses that want to automate lead generation and coupon distribution. It is especially useful for:
- Small to Medium Enterprises (SMEs) looking to enhance customer engagement through promotional offers.
- Marketing Teams aiming to streamline their lead management processes and reduce manual work.
- Sales Representatives who want to track leads effectively and ensure follow-ups with potential customers.
- E-commerce Businesses that wish to incentivize purchases through unique coupon codes, boosting sales and customer retention.

Problem Solved

This workflow addresses the challenges of managing lead generation and coupon distribution efficiently. It solves the following problems:
- Duplicate Leads: Prevents the creation of duplicate leads in the system, ensuring data integrity.
- Coupon Assignment: Automates the assignment of unique QR code coupons to leads, enhancing promotional efforts.
- Validation: Validates coupon usage, ensuring that only eligible leads can redeem offers, thus minimizing fraud.
- Integration: Seamlessly integrates with various platforms (e.g., Google Sheets, SuiteCRM), reducing the need for manual data entry and improving workflow efficiency.

Workflow Steps

  • Webhook Trigger: The process begins when a user submits a form containing their details (Name, Surname, Email, Phone).
    2. Form Data Processing: The form data is captured and assigned to variables for further processing.
    3. Duplicate Check: The workflow checks if the lead already exists in the system using Google Sheets, avoiding duplicates.
    4. Coupon Retrieval: If the lead is new, the workflow retrieves an unassigned coupon from Google Sheets.
    5. Lead Creation: A new lead is created in SuiteCRM with the captured details and assigned coupon.
    6. Email Notification: The lead receives an email containing a QR code for their exclusive discount.
    7. Coupon Validation: When the QR code is scanned, the workflow validates the coupon by checking its status in Google Sheets.
    8. Response Handling: Depending on the coupon status (valid, already used, or not valid), appropriate responses are sent back to the user.

    • Customization Guide

    Users can customize this workflow in the following ways:
    - Webhook URL: Update the webhook URL to match your specific endpoint for form submissions.
    - SuiteCRM Credentials: Replace CLIENTID and CLIENTSECRET with your SuiteCRM API credentials to enable lead creation.
    - Google Sheets Configuration: Modify the documentId and sheetName parameters to point to your specific Google Sheets for lead management and coupon tracking.
    - Email Template: Edit the HTML content of the email sent to leads to reflect your branding and promotional message.
    - Coupon Logic: Adjust the logic for coupon retrieval and validation based on your business rules, such as assigning different types of coupons or changing validation criteria.