Create Leads in SuiteCRM, synchronize with Brevo and notify in NextCloud

Published 5 months ago

Created by

algopi.io

Template description

Who is this template for?

This workflow template is designed for Marketing and pre-Sales to get prospects from a form like Tally, decline data in the famous opensource CRM (SuiteCRM), synchronize contact in Brevo with linking the id from CRM, and then notify in NextCloud.

Bonus : validate email with ++CaptainVerify++ and notify in NextCloud depending on response

How it works

For each submission in the form, a webhook is triggered.
A check of the email is done with CaptainVerify. Depending on the response, and if it is ok, then a Lead is created in SuiteCRM. Else, a message in your selected discussion is sent.
As the lead has been created, we can create a contact in Brevo (for future campain), ank link this contact with the lead_id from the CRM in a dedicated field.
Finaly, a message in your selected discussion in NextCloud informs you about the lead.

Set up instructions

Complete the Set up credentials step when you first open the workflow. You'll need a CaptainVerify account (Api Key), a dedicated SuiteCRM user with Oauth, a Brevo account (Api Key) and a Nextcloud account.
Set up the Webhook in the form's tool of your choice (why not Tally ?).
Set each node with the explanations in sticky Notes.
Enjoy !

Template was created in n8n v1.44.1

Share Template

More Sales workflow templates

OpenAI GPT-3: Company Enrichment from website content

Enrich your company lists with OpenAI GPT-3 ↓ You’ll get valuable information such as: Market (B2B or B2C) Industry Target Audience Value Proposition This will help you to: add more personalization to your outreach make informed decisions about which accounts to target I've made the process easy with an n8n workflow. Here is what it does: Retrieve website URLs from Google Sheets Extract the content for each website Analyze it with GPT-3 Update Google Sheets with GPT-3 data

Lucas Perret

Automated Web Scraping: email a CSV, save to Google Sheets & Microsoft Excel

How it works: The workflow starts by sending a request to a website to retrieve its HTML content. It then parses the HTML extracting the relevant information The extracted data is storted and converted into a CSV file. The CSV file is attached to an email and sent to your specified address. The data is simultaneously saved to both Google Sheets and Microsoft Excel for further analysis or use. Set-up steps: Change the website to scrape in the "Fetch website content" node Configure Microsoft Azure credentials with Microsoft Graph permissions (required for the Save to Microsoft Excel 365 node) Configure Google Cloud credentials with access to Google Drive, Google Sheets and Gmail APIs (the latter is required for the Send CSV via e-mail node).

Mihai Farcas

AI web researcher for sales

Who is this for? This workflow is for all sales reps and lead generation manager who need to prepare their prospecting activities, and find relevant information to personalize their outreach. Use Case This workflow allows you to do account research with the web using AI. It has the potential to replace manual work done by sales rep when preparing their prospecting activities by searching complex information available online. What this workflow does The advanced AI module has 2 capabilities: Research Google using SerpAPI Visit and get website content using a sub-workflow From an unstructured input like a domain or a company name. It will return the following properties: domain company Linkedin Url cheapest plan has free trial has entreprise plan has API market (B2B or B2C) The strength of n8n here is that you can adapt this workflow to research whatever information you need. You just have to precise it in the prompt and to precise the output format in the "Strutured Output Parser" module. Detailed instructions + video guide can be found by following this link.