Verify new leads and sync them from your CRM to Brevo automatically

New form leads are verified, added to your CRM and Brevo, and your team gets a NextCloud alert.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new lead form submitted"]:::trig s0["verify email address"]:::task s1["create CRM lead record"]:::task s2["sync contact to Brevo"]:::svc s3(("notify team in NextCloud")):::human trig --> s0 s1 --> s2 s2 --> s3 gx{"× email valid"}:::gate s0 --> gx p00["create lead record"]:::task gx -->|"valid email"| p00 p10["discard lead"]:::task gx -->|"invalid email"| p10 p00 --> s1 p10 --> s1 out[/"verified lead synced across systems"/]:::out pay{{"clean leads without manual entry"}}:::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 stepAn outside serviceA personOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales Pipeline
Connects
SuiteCRMBrevoNextCloud

The problem it solves

Every new lead from a form needs to be checked, entered into your CRM, and added to your email marketing list, and doing that by hand takes time you don't have. Bad email addresses slip through too, wasting your team's outreach effort on contacts that will just bounce.

Who it fits

Marketing and sales teams collecting leads through online forms.

How it works

  1. A new form submission triggers the workflow
  2. The email address is checked to confirm it's valid and deliverable
  3. If it checks out, a lead record is created in your CRM
  4. The same contact is created in Brevo and linked back to the CRM record
  5. Your team is notified in NextCloud that a new lead has arrived
What you get

Leads synced across your CRM and Brevo

You keep every verified lead automatically added to your CRM and Brevo, with your team notified right away.

What you get

A verified lead recorded in your CRM, synced to Brevo, with a NextCloud notification for your team.

What you need

A SuiteCRM account, a Brevo account, an email verification service, and a NextCloud account.

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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