Automated Lead Capture and Coupon Assignment via SuiteCRM

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This n8n workflow automates the process of capturing leads from a web form, checking for duplicate entries, assigning coupons, and updating records in SuiteCRM along with Google Sheets. The system is designed to streamline lead management and incentivize prospects with coupons. It begins with a webhook trigger that captures form submissions, then verifies if the lead already exists in Google Sheets to prevent duplicates. If the lead is new, the workflow obtains an OAuth access token for SuiteCRM, creates a new lead entry with form data and a coupon code, and updates the related Google Sheets record with the lead’s details and coupon. If a duplicate is detected, it sends an appropriate response without creating a new lead. Practical use cases include marketing campaigns, local store promotions, or any lead generation initiative that benefits from automating CRM data entry and coupon distribution.

Node Count

11 – 20 Nodes

Nodes Used

formTrigger, googleSheets, httpRequest, if, respondToWebhook, set, stickyNote, webhook

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