Who is this workflow for? Streamline your lead generation and management process by automating the creation of leads in SuiteCRM, synchronizing contacts with Brevo, and receiving notifications in NextCloud. This workflow leverages n8n to integrate various tools, ensuring efficient handling of prospect data from form submissions..

What does this workflow do?

  • Form Submission Trigger: When a prospect fills out a form (e.g., Tally), a webhook is activated, initiating the workflow.
  • Email Validation: The submitted email is verified using CaptainVerify. If the email is valid, the workflow proceeds; otherwise, a notification is sent to the selected discussion in NextCloud.
  • Create Lead in SuiteCRM: Upon successful email validation, a new lead is created in SuiteCRM using the validated data.
  • Sync with Brevo: The newly created lead in SuiteCRM is synchronized with Brevo. The contact is linked with the lead ID from SuiteCRM in a dedicated field for future email campaigns.
  • Notify in NextCloud: A message is sent to your chosen NextCloud discussion channel, informing your team about the new lead.
  • Error Handling: If email validation fails, an alternative notification is sent to inform the relevant team members.
  • Prepare Credentials: Gather the necessary API keys and OAuth credentials for CaptainVerify, SuiteCRM, Brevo, and NextCloud.
  • Configure Webhook: Set up a webhook in your chosen form tool (e.g., Tally) to trigger the n8n workflow upon form submission.
  • Set Up Workflow Nodes: In n8n, configure each node according to the provided instructions and sticky notes within the workflow template.
  • Test the Workflow: Submit a test form to ensure that the workflow correctly validates the email, creates a lead in SuiteCRM, syncs with Brevo, and sends a notification to NextCloud.
  • Deploy and Monitor: Once tested, deploy the workflow and monitor its performance to ensure seamless lead management.

Template created with n8n v1.44.1

🤖 Why Use This Automation Workflow?

  • Efficiency: Automatically process and manage leads without manual intervention.
  • Data Validation: Ensure the quality of leads by validating emails with CaptainVerify.
  • Seamless Integration: Connect SuiteCRM, Brevo, and NextCloud to maintain synchronized and actionable data across platforms.
  • Real-Time Notifications: Stay informed about new leads instantly through NextCloud notifications.

👨‍💻 Who is This Workflow For?

This workflow is ideal for Marketing and Pre-Sales teams seeking to automate lead capture and management. It caters to organizations using form tools like Tally, SuiteCRM for customer relationship management, Brevo for email campaigns, and NextCloud for team collaboration and notifications.

🎯 Use Cases

  1. Lead Generation Automation: Automatically capture leads from web forms, validate their information, and add them to your CRM system without manual data entry.
  2. Email Campaign Synchronization: Sync validated contacts with Brevo to streamline your email marketing efforts and ensure your campaigns reach verified prospects.
  3. Team Notification System: Notify your team in NextCloud whenever a new lead is created, ensuring prompt follow-up and collaboration.

TL;DR

This n8n workflow automates the entire lead management process, from capturing and validating prospect information to synchronizing contacts across SuiteCRM and Brevo, and notifying your team in NextCloud. By integrating these tools, you enhance data accuracy, improve efficiency, and ensure timely follow-ups, empowering your Marketing and Pre-Sales teams to focus on converting leads into customers.

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