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Lead Generation & Enrichment

Drive-to-Store Lead Generation with Coupons on SuiteCRM

When a lead submits a form, it checks for duplicates, creates the lead in SuiteCRM, assigns a coupon from Google Sheets, and responds.

What it does

# Automate Drive-To-Store Lead Generation System (with coupon) on SuiteCRM ## Overview Automated workflow: Automate Drive-To-Store Lead Generation System (with coupon) on SuiteCRM. This workflow integrates 9 different services: webhook, stickyNote, httpRequest, formTrigger, set. It contains 29 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 29 - Node Types: 9 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Token SuiteCRM: httpRequest - Create Lead SuiteCRM: httpRequest - Webhook: webhook - On form submission: formTrigger - Duplicate Lead?: googleSheets - Form Fields: set - Get Coupon: googleSheets - Respond OK: respondToWebhook - Respond KO: respondToWebhook - Is Duplicate?: if - ... and 19 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

The steps

  1. Token SuiteCRM
  2. Create Lead SuiteCRM
  3. Webhook
  4. On form submission
  5. Duplicate Lead?
  6. Form Fields
  7. Get Coupon
  8. Respond OK
  9. Respond KO
  10. Is Duplicate?
  11. Update Lead
  12. Error Handler
  13. Stopanderror 1
  14. Stopanderror 2

60 steps in total.

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