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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
- Token SuiteCRM
- Create Lead SuiteCRM
- Webhook
- On form submission
- Duplicate Lead?
- Form Fields
- Get Coupon
- Respond OK
- Respond KO
- Is Duplicate?
- Update Lead
- Error Handler
- Stopanderror 1
- Stopanderror 2
60 steps in total.
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