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

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