Drive-to-store lead generation (with coupon) with Google Sheets & SuiteCRM

Drive-to-Store is a multi-channel marketing strategy that includes both the web and the physical context, with the aim of increasing the number of customers and sales in physical stores. This strategy guides potential customers from the online world to the physical point of sale through the provision of a coupon that can be spent in the store or on an e-commerce site.

The basic idea is to have a landing page with a form and a series of unique coupons to assign to leads as a "reward" for filling out the form.

This workflow is ideal for businesses looking to automate lead generation and management, especially when integrating with CRM systems like SuiteCRM and using Google Sheets for data tracking.

How It Works 1. Form Submission: - The workflow starts with the On form submission node, which triggers when a user submits a form on a landing page. The form collects the user's name, surname, email, and phone number.

2. Form Data Processing: - The Form Fields node extracts and sets the form data (name, surname, email, and phone) for use in subsequent steps.

3. Duplicate Lead Check: - The Duplicate Lead? node checks if the submitted email already exists in a Google Sheets document. If the email is found, the workflow responds with a "duplicate lead" message (Respond KO node) and stops further processing.

4. Coupon Retrieval: - If the email is not a duplicate, the Get Coupon node retrieves a coupon code from the Google Sheets document based on the lead's email.

5. Lead Creation in SuiteCRM: - The Create Lead SuiteCRM node creates a new lead in SuiteCRM using the form data and the retrieved coupon code. The lead includes: - First name, last name, email, phone number, and coupon code.