Who is this workflow for? This workflow automates the generation and management of leads for driving customers from online platforms to physical stores using coupon incentives. By integrating Google Sheets and SuiteCRM, businesses can efficiently handle lead data, assign unique coupons, and track conversions seamlessly..

What does this workflow do?

Step 1: Form Submission

  • Trigger: The workflow initiates when a user submits a form on a landing page.
  • Data Collected: Name, surname, email, and phone number.

Step 2: Form Data Processing

  • Action: Extract and prepare the submitted form data for subsequent steps.

Step 3: Duplicate Lead Check

  • Process: Verify if the submitted email already exists in the Google Sheets document.
  • Outcome:
  • If duplicate, respond with a “duplicate lead” message and terminate the workflow.
  • If not, proceed to the next step.

Step 4: Coupon Retrieval

  • Action: Fetch a unique coupon code from the Google Sheets document corresponding to the lead’s email.

Step 5: Lead Creation in SuiteCRM

  • Process: Create a new lead in SuiteCRM using the collected form data and the retrieved coupon code.
  • Details Included: First name, last name, email, phone number, and coupon code.

Step 6: Google Sheets Update

  • Action: Update the Google Sheets document with the new lead’s information, including:
  • Name, surname, email, phone, coupon code, lead ID, and the current date and time.

Step 7: Response to Webhook

  • Outcome: Send a success response back to the webhook, indicating successful lead creation.

🤖 Why Use This Automation Workflow?

  • Automated Lead Management: Streamlines the process of capturing and organizing lead information without manual intervention.
  • Duplicate Prevention: Ensures data integrity by automatically checking and preventing duplicate entries.
  • Seamless Integration: Connects web forms with SuiteCRM and Google Sheets for unified data handling and analysis.
  • Incentivized Engagement: Enhances customer participation by offering unique coupons as rewards for form submissions.
  • Real-Time Tracking: Provides up-to-date information on leads and their interactions, facilitating timely follow-ups and strategic decisions.

👨‍💻 Who is This Workflow For?

This workflow is ideal for businesses that:

  • Seek to bridge their online marketing efforts with physical store sales.
  • Use SuiteCRM for customer relationship management.
  • Prefer Google Sheets for data tracking and analysis.
  • Aim to automate their lead generation processes to save time and reduce errors.
  • Offer coupons or discounts to encourage customer engagement and conversions.

🎯 Use Cases

  1. Retail Stores: Increase foot traffic by capturing online interest and rewarding customers with in-store discounts.
  2. Restaurants: Gather customer details through online reservations or offers, providing coupons for future visits.
  3. Service Providers: Collect leads from online inquiries and offer discount coupons to convert them into paying customers.

TL;DR

This workflow effectively bridges online interactions with in-store sales by automating lead generation, preventing duplicates, and managing data through Google Sheets and SuiteCRM. By offering unique coupons as incentives, businesses can enhance customer engagement and drive more traffic to their physical locations.

Get started with n8n
Need help with n8n?

Related

AI-Powered System for Automatic Categorization of Outlook Emails

Streamline email management by auto-categorizing Outlook messages. Leverage AI for efficient sorting and seamless integration with this n8n template. 

  • 499
  • 9

Integrate Clockify and n8n for Efficient Project Management

Automate tracking and reporting with Clockify and n8n. Enhance efficiency with seamless integration and real-time updates for streamlined project management. 

  • 496
  • 12

Automated Sharing of YouTube Videos with AI Summaries to Discord

Automate sharing YouTube videos on Discord with AI summaries. Streamline content delivery, enhance engagement, and save time with this n8n template. 

  • 576
  • 13

Help us find the best n8n templates

About

A curated directory of the best n8n templates for workflow automations.

Navigation

Submit