Capture drive-to-store leads and issue coupons automatically

Turns landing page sign ups into CRM leads and automatically sends each one a unique in-store coupon.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"customer submits landing page form"]:::trig s0["check if email already claimed"]:::task s1["assign unique coupon code"]:::task s2[("add lead and coupon to CRM")]:::store s3["send confirmation to customer"]:::task trig --> s0 s1 --> s2 s2 --> s3 gx{"× has this email claimed already"}:::gate s0 --> gx p00["assign coupon code"]:::task gx -->|"new lead"| p00 p01["add to CRM"]:::task p00 --> p01 p10["skip issuing coupon"]:::task gx -->|"already claimed"| p10 p01 --> s1 p10 --> s1 out[/"new lead with coupon in CRM"/]:::out pay{{"foot traffic without duplicate coupons"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineLead Generation & ProspectingE-commerce & ProductSpreadsheet & Database OpsAPI & Webhook IntegrationSurvey & Feedback
Connects
Google SheetsSuiteCRM

The problem it solves

Running a promotion that drives people from online ads into your physical store means juggling sign up forms, coupon codes, and your CRM by hand. It's easy to accidentally send the same coupon twice or lose track of who already claimed one.

Who it fits

Retail or hospitality businesses running a promotion to bring online leads into a physical store.

How it works

  1. A customer fills out a form on your landing page
  2. The system checks if that email has already claimed a coupon
  3. A unique coupon code is pulled for new leads
  4. The lead and coupon go into your CRM
  5. Your tracking spreadsheet is updated and the customer gets a confirmation
What you get

In-store visits driven by your online promotion

You get every landing page lead automatically added to your CRM and sent a unique coupon to bring them into your store.

What you get

A new CRM lead with an assigned coupon code, ready for the customer to redeem in store.

What you need

A Google Sheets account, a SuiteCRM account, and a web form or landing page.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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