Overview
This workflow streamlines drive-to-store lead generation by integrating web forms, Google Sheets, and SuiteCRM. It automates the process from form submission to lead creation, deduplication, and coupon distribution, ensuring efficient and accurate lead management.
Key Features
- Form Integration: Captures lead data via a webhook triggered by online form submissions.
- Deduplication Logic: Checks for duplicate leads using Google Sheets before proceeding.
- SuiteCRM Integration: Authenticates and creates new leads in SuiteCRM through secure API requests.
- Coupon Distribution: Automatically retrieves and assigns unique coupons to new leads.
- Automated Responses: Sends real-time feedback to users, confirming successful lead creation or duplicate detection.
Benefits
- Efficiency: Eliminates manual data entry and reduces errors in lead management.
- Personalization: Delivers unique coupons to qualified leads, enhancing marketing effectiveness.
- Data Integrity: Prevents duplicate entries, maintaining a clean and actionable lead database.
- Time Savings: Automates repetitive tasks, freeing up resources for higher-value activities.
Use Cases
- Retailers running drive-to-store campaigns with digital coupons.
- Marketing teams seeking automated lead qualification and CRM integration.
- Businesses aiming to enhance customer acquisition with minimal manual intervention.
