Use Cases
- Automate lead collection from online forms
- Integrate CRM systems with Google Sheets for data management
- Prevent duplicate lead entries in customer databases
- Enhance marketing efforts with automated coupon distribution
How It Works
Webhook triggers on form submission to capture lead data Data is processed to check for existing leads in the system New leads are created in SuiteCRM if no duplicates are found Coupons are retrieved from Google Sheets for new leads
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL to connect to your form
- 3Set up Google Sheets with the necessary coupon data
- 4Update SuiteCRM credentials in the workflow
- 5Test the workflow by submitting the form
Apps Used
SuiteCRM
Google Sheets
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation