Automated Lead Creation and Synchronization Across SuiteCRM, Brevo, and Nextclou

Overview

This workflow automates the process of capturing new leads from Tally Forms, validating their information, and synchronizing data across SuiteCRM and Brevo, while providing real-time notifications in Nextcloud.

Key Features

• Lead Capture: Triggers on new form submissions from Tally Forms.
• Validation: Checks email validity and available credits before proceeding.
• CRM Integration: Automatically creates new leads in SuiteCRM.
• Marketing Sync: Adds or updates contacts in Brevo for marketing automation.
• Notifications: Sends instant notifications to relevant teams in Nextcloud Talk for key events, such as successful lead creation or issues with email/credits.

Benefits

• Efficiency: Eliminates manual data entry and reduces errors by automating lead management.
• Real-Time Updates: Ensures teams are promptly informed of new leads or issues, improving response times.
• Seamless Integration: Connects CRM, marketing, and collaboration tools for unified workflows.
• Scalability: Supports growing lead volumes without additional administrative overhead.

Use Cases

• Businesses looking to streamline lead intake from web forms.
• Marketing teams needing synchronized contact lists for campaigns.
• Sales teams requiring instant notifications for new opportunities.

This workflow delivers significant time savings and ensures data consistency across platforms, enhancing both marketing and sales operations.