{ "meta": { "instanceId": "a4bfc93e975ca233ac45ed7c9227d84cf5a2329310525917adaf3312e10d5462" }, "name": "Automate Drive-To-Store Lead Generation System (with coupon) on SuiteCRM", "tags": [], "nodes": [ { "id": "53342c2a-f707-4ed0-9054-7928e6832745", "name": "Token SuiteCRM", "type": "n8n-nodes-base.httpRequest", "position": [ 1560, 920 ], "parameters": { "url": "=https://SUITECRMURL/Api/access_token", "options": {}, "requestMethod": "POST", "bodyParametersUi": { "parameter": [ { "name": "grant_type", "value": "client_credentials" }, { "name": "client_id", "value": "CLIENTID" }, { "name": "client_secret", "value": "CLIENTSECRET" } ] }, "allowUnauthorizedCerts": true }, "notesInFlow": true, "typeVersion": 1 }, { "id": "18d04094-1ced-4431-9ba2-b9b33d76c453", "name": "Create Lead SuiteCRM", "type": "n8n-nodes-base.httpRequest", "position": [ 1800, 920 ], "parameters": { "url": "https://SUITECRMURL/Api/V8/module", "method": "POST", "options": { "response": { "response": { "responseFormat": "json" } } }, "jsonBody": "={\"data\": \n {\n \"type\": \"Leads\",\n \"attributes\": { \n \"first_name\": \"{{ $('Form Fields').item.json.Name }}\",\n \"last_name\": \"{{ $('Form Fields').item.json.Surname }}\",\n \"email1\": \"{{ $('Form Fields').item.json.Email }}\",\n \"phone_mobile\":\"{{ $('Form Fields').item.json.Phone }}\",\n \"coupon_c\": \"{{ $('Get Coupon').item.json.COUPON }}\"\n }\n }\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "headerParameters": { "parameters": [ { "name": "Authorization", "value": "=Bearer {{$node[\"Token SuiteCRM\"].json[\"access_token\"]}}" }, { "name": "Content-Type", "value": "application/vnd.api+json" } ] } }, "notesInFlow": true, "typeVersion": 3 }, { "id": "59b9c124-f6eb-457d-b3cb-2c831b66db85", "name": "Webhook", "type": "n8n-nodes-base.webhook", "position": [ 440, 1020 ], "webhookId": "4b98315d-782e-47a5-8fea-7d16155c811d", "parameters": { "path": "4b98315d-782e-47a5-8fea-7d16155c811d", "options": {}, "httpMethod": "POST" }, "typeVersion": 2 }, { "id": "75d6f561-754d-4153-8a85-12cb135a555c", "name": "On form submission", "type": "n8n-nodes-base.formTrigger", "position": [ 440, 820 ], "webhookId": "63d1d84b-c41e-4d3d-961a-0aa2af830ceb", "parameters": { "options": {}, "formTitle": "Landing", "formFields": { "values": [ { "fieldLabel": "Name", "placeholder": "Name", "requiredField": true }, { "fieldLabel": "Surname", "placeholder": "Surname", "requiredField": true }, { "fieldType": "email", "fieldLabel": "Email", "placeholder": "Email", "requiredField": true }, { "fieldLabel": "Phone", "placeholder": "Phone", "requiredField": true } ] } }, "typeVersion": 2.2 }, { "id": "e9eac3a2-0351-4457-ae1d-44d42974ab20", "name": "Duplicate Lead?", "type": "n8n-nodes-base.googleSheets", "position": [ 880, 820 ], "parameters": { "options": {}, "filtersUI": { "values": [ { "lookupValue": "={{ $json.Email }}", "lookupColumn": "EMAIL" } ] }, "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit#gid=0", "cachedResultName": "Foglio1" }, "documentId": { "__rl": true, "mode": "list", "value": "1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drivesdk", "cachedResultName": "Coupon" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "JYR6a64Qecd6t8Hb", "name": "Google Sheets account" } }, "typeVersion": 4.5, "alwaysOutputData": true }, { "id": "a5ae5f5a-7028-495b-ad27-192561ce88d5", "name": "Form Fields", "type": "n8n-nodes-base.set", "position": [ 680, 820 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "661d1475-f964-4a12-bfe7-88bf96851319", "name": "Name", "type": "string", "value": "={{ $json.Name }}" }, { "id": "9991645d-c716-47db-80d6-850f3d64c782", "name": "Surname", "type": "string", "value": "={{ $json.Surname }}" }, { "id": "c999afa6-2ec7-4f7f-bf3b-088a3597591c", "name": "Email", "type": "string", "value": "={{ $json.Email }}" }, { "id": "f3faccdb-2412-4363-a0e3-f13b8f85b242", "name": "Phone", "type": "string", "value": "={{ $json.Phone }}" } ] } }, "typeVersion": 3.4 }, { "id": "9edb0d07-b4fb-42f8-9555-1d3caf8998c7", "name": "Get Coupon", "type": "n8n-nodes-base.googleSheets", "position": [ 1340, 920 ], "parameters": { "options": { "returnFirstMatch": true }, "filtersUI": { "values": [ { "lookupColumn": "ID LEAD" } ] }, "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit#gid=0", "cachedResultName": "Foglio1" }, "documentId": { "__rl": true, "mode": "list", "value": "1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drivesdk", "cachedResultName": "Coupon" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "JYR6a64Qecd6t8Hb", "name": "Google Sheets account" } }, "executeOnce": false, "typeVersion": 4.5 }, { "id": "9469dd95-04ac-4c74-abb3-674fec277f6e", "name": "Respond OK", "type": "n8n-nodes-base.respondToWebhook", "position": [ 2300, 920 ], "parameters": { "options": { "responseCode": 200 }, "respondWith": "json", "responseBody": "{\n \"result\": \"OK\",\n \"reason\": \"lead created\"\n}" }, "typeVersion": 1.1 }, { "id": "5b81c406-d70b-4a36-b4f4-8941373958b9", "name": "Respond KO", "type": "n8n-nodes-base.respondToWebhook", "position": [ 1320, 700 ], "parameters": { "options": { "responseCode": 200 }, "respondWith": "json", "responseBody": "{\n \"result\": \"KO\",\n \"reason\": \"duplicate lead\"\n}" }, "typeVersion": 1.1 }, { "id": "5fdf0eca-d1f6-4c9e-8e77-84d8e71bdb0e", "name": "Is Duplicate?", "type": "n8n-nodes-base.if", "position": [ 1080, 820 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "9e3a8422-14f1-453e-bfed-4feecff34662", "operator": { "type": "string", "operation": "notEmpty", "singleValue": true }, "leftValue": "={{ $json.EMAIL }}", "rightValue": "={{ $('Form Fields').item.json.email }}" } ] } }, "typeVersion": 2.2 }, { "id": "e9cba682-bf5b-4efa-9d10-4fab5d02610a", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ 420, 20 ], "parameters": { "color": 3, "width": 540, "height": 380, "content": "## STEP 1\n\nCreate a Google Sheet like this (Fill only the column \"COUPON\")\n\n[![2mXGVwB.md.png](https://iili.io/2mXGVwB.md.png)]\n\nThis is the basic Google Sheet used in [this Workflow](https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drive_link):\n\n" }, "typeVersion": 1 }, { "id": "1c304620-368d-42bf-b0d2-de3f9d552e51", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 420, 440 ], "parameters": { "color": 4, "width": 540, "height": 260, "content": "## STEP 2 - MAIN FLOW\n\nThis 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.\n\nIf you use an external form, hook the webbook trigger and the two webhooks \"Respond KO\" and \"Respond OK\" to the workflow.\n\nIt works with SuiteCRM 7.14.x and 8.x version. Remeber to create a Lead custom fields called 'coupon' on SuiteCRM." }, "typeVersion": 1 }, { "id": "6248c920-02f4-4407-881a-376d2a9dd904", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 660, 740 ], "parameters": { "width": 340, "height": 240, "content": "Check if the lead has already received the coupon" }, "typeVersion": 1 }, { "id": "0c07d1b7-b12f-4cf7-8d0c-1dd905365534", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 1300, 860 ], "parameters": { "width": 180, "height": 220, "content": "Find the first available unassigned coupon" }, "typeVersion": 1 }, { "id": "34167626-9041-4cce-baaf-e1ed2efe8378", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 1540, 700 ], "parameters": { "width": 400, "height": 380, "content": "Enter the lead with the relative coupon on Suite CRM. Change SUITECRMURL, CLIENTSECRET and CLIENTID\n\nTo create the CLIENTSECRET and CLIEDID go to Admin -> Oauth2 Client and Token -> and click on \"New CLient Credentials Client\" \n\nFor the full tutorial step-by-step [here the official SuiteCRM Docs](https://docs.suitecrm.com/developer/api/developer-setup-guide/json-api/#_generate_private_and_public_key_for_oauth2)" }, "typeVersion": 1 }, { "id": "50f65f6b-8045-4cb1-9e3d-489f27cdb038", "name": "Update Lead", "type": "n8n-nodes-base.googleSheets", "position": [ 2040, 920 ], "parameters": { "columns": { "value": { "DATE": "={{ $now.format('dd/LL/yyyy HH:mm:ss') }}", "NAME": "={{ $json.data.attributes.first_name }}", "EMAIL": "={{ $json.data.attributes.email1 }}", "PHONE": "={{ $json.data.attributes.phone_mobile }}", "COUPON": "={{ $('Get Coupon').item.json.COUPON }}", "ID LEAD": "={{ $json.data.id }}", "SURNAME": "={{ $json.data.attributes.last_name }}" }, "schema": [ { "id": "NAME", "type": "string", "display": true, "required": false, "displayName": "NAME", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "SURNAME", "type": "string", "display": true, "required": false, "displayName": "SURNAME", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "EMAIL", "type": "string", "display": true, "required": false, "displayName": "EMAIL", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "PHONE", "type": "string", "display": true, "required": false, "displayName": "PHONE", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "COUPON", "type": "string", "display": true, "removed": false, "required": false, "displayName": "COUPON", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "DATE", "type": "string", "display": true, "required": false, "displayName": "DATE", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "ID LEAD", "type": "string", "display": true, "required": false, "displayName": "ID LEAD", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "row_number", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "row_number", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "COUPON" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit#gid=0", "cachedResultName": "Foglio1" }, "documentId": { "__rl": true, "mode": "list", "value": "1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drivesdk", "cachedResultName": "Coupon" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "JYR6a64Qecd6t8Hb", "name": "Google Sheets account" } }, "typeVersion": 4.5 } ], "active": false, "pinData": {}, "settings": { "executionOrder": "v1" }, "versionId": "", "connections": { "Get Coupon": { "main": [ [ { "node": "Token SuiteCRM", "type": "main", "index": 0 } ] ] }, "Form Fields": { "main": [ [ { "node": "Duplicate Lead?", "type": "main", "index": 0 } ] ] }, "Is Duplicate?": { "main": [ [], [ { "node": "Get Coupon", "type": "main", "index": 0 } ] ] }, "Token SuiteCRM": { "main": [ [ { "node": "Create Lead SuiteCRM", "type": "main", "index": 0 } ] ] }, "Duplicate Lead?": { "main": [ [ { "node": "Is Duplicate?", "type": "main", "index": 0 } ] ] }, "On form submission": { "main": [ [ { "node": "Form Fields", "type": "main", "index": 0 } ] ] }, "Create Lead SuiteCRM": { "main": [ [ { "node": "Update Lead", "type": "main", "index": 0 } ] ] } } }