Who is this workflow for? Streamline your lead generation process with an automated workflow that assigns and validates unique QR code coupons using SuiteCRM. This system ensures each lead receives a distinct QR code, prevents duplicate entries, and verifies coupon usage seamlessly..

What does this workflow do?

1. Webhook Trigger

  • Webhook Node: Initiates the workflow by listening for incoming requests containing QR code data.
  • Set Coupon Node: Extracts the QR code value from the request parameters.

2. Validation of QR Code

  • If Node: Checks whether the QR code exists in the incoming data.
  • Valid QR Code: Proceeds to the next step.
  • Invalid QR Code: Sends a “No coupon” response.

3. Coupon Lookup

  • Get Lead Node: Queries a Google Sheets document to verify if the QR code corresponds to an existing lead.
  • Not Used? Node: Checks the “USED COUPON?” field to determine if the coupon has already been utilized.

4. Lead Duplication Check

  • On Form Submission Node: Activated when a new lead submits the form.
  • Duplicate Lead? Node: Checks if the email already exists in the system to avoid duplicate entries.

5. Coupon Assignment

  • Get Coupon Node: Retrieves an available, unassigned coupon from the Google Sheets document.
  • Token SuiteCRM Node: Generates an access token for SuiteCRM.
  • Create Lead SuiteCRM Node: Creates a new lead entry in SuiteCRM and associates it with the assigned coupon.

6. QR Code Generation and Email Notification

  • Get QR Node: Generates a QR code image URL for the assigned coupon.
  • Send Email Node: Sends an email to the lead with the QR code attached, using configured SMTP credentials.

7. Response Handling

  • Conditional Responses:
  • “Coupon OK”: Indicates the coupon is valid and unused.
  • “Coupon KO”: Indicates the coupon has already been used.
  • “Coupon not valid”: Indicates the QR code does not exist.

1. Configuration

  • Deploy n8n Instance: Set up n8n locally or through a cloud service.
  • Import Workflow: Import the provided JSON configuration file into your n8n workspace.
  • Configure Credentials:
  • Google Sheets OAuth2 API: For accessing the spreadsheet.
  • SuiteCRM API Credentials: Including SUITECRMURL, CLIENTID, and CLIENTSECRET.
  • SMTP Credentials: For sending emails.

2. Customization

  • Webhook URL: Adjust to match your deployment environment.
  • Google Sheets Settings: Update the document ID and sheet names in relevant nodes (Duplicate Lead?, Get Coupon, Update Sheet, Update coupon used).
  • SuiteCRM Settings: Update the API endpoint and credentials in nodes (Token SuiteCRM, Create Lead SuiteCRM).
  • Email Template: Customize the email content in the Send Email node to align with your branding and messaging.
  • QR Code Generator URL: Ensure the Get QR node points to a functional QR code generator service.

By following these setup steps, you can implement and personalize this workflow to efficiently manage lead generation and coupon assignments within your organization.

  • Google Sheets
  • HTTP Request
  • WhatsApp
  • Merge
  • Microsoft Excel
  • Gmail

This comprehensive workflow leverages powerful integrations and automated processes to enhance your lead generation and coupon management efforts, ensuring a streamlined and effective approach.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automates the distribution and validation of QR codes, reducing manual effort.
  • Accuracy: Ensures each QR code is unique and prevents duplicate lead entries.
  • Integration: Seamlessly connects SuiteCRM with Google Sheets and email services for a cohesive workflow.
  • Scalability: Easily adaptable to growing lead generation needs without compromising performance.

👨‍💻 Who is This Workflow For?

This workflow is ideal for marketing teams, sales departments, and businesses engaged in lead generation campaigns. It is particularly beneficial for organizations using SuiteCRM and seeking to enhance their coupon distribution and validation processes through automation.

🎯 Use Cases

  1. Promotional Campaigns: Distribute unique QR codes to leads generated from online forms, ensuring each participant receives a distinct offer.
  2. Event Management: Assign QR-coded coupons to attendees, track their usage, and prevent duplicate entries during event registrations.
  3. Customer Onboarding: Provide new customers with unique QR codes as part of onboarding incentives, ensuring each code is tracked and validated.

TL;DR

This workflow automates the assignment and validation of unique QR code coupons within a SuiteCRM-powered lead generation system. By integrating with Google Sheets and email services, it ensures efficient distribution, accurate tracking, and seamless validation of coupons, enhancing your lead management and promotional efforts.

Set Up Steps

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